Associate Planning Director – Financial Planning Engagement Desk
Morgan Stanley
full-time
Posted on:
Location Type: Office
Location: Boston • Massachusetts • United States
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Salary
💰 $90,000 - $120,000 per year
Job Level
About the role
- Primary planning resource for 1-2 in-scope markets, supporting broadcast messaging and plan creation/delivery for target client segment
- Partner with FPDs to support planning mandate in assigned region
- Collaborate with key stakeholders to enhance visibility and establish pipeline of commercial opportunities
- Maintain connectivity with respective market and regional sales/leadership teams
- Execute coordinated tactical outreach to in-scope markets FAs
Requirements
- Series 7, 66 licenses required
- CFP Preferred
- Bachelor’s degree required
- 2+ years of financial services experience or related industry
- Exemplary in communication, presentation, time-management and organizational skills
- Detail oriented with an ability to handle multiple priorities
- Ability to work efficiently under pressure, with a focus on the client experience
- Proficient at listening to client needs and construction of tailored financial solutions
Benefits
- Comprehensive employee benefits and perks
- Opportunities to move about the business
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
communicationpresentationtime-managementorganizationaldetail orientedability to handle multiple prioritiesability to work efficiently under pressurefocus on client experiencelistening to client needsconstruction of tailored financial solutions
Certifications
Series 7Series 66CFP