Financial Planning Director - New Locations!

Location
Nationwide
Salary
Competitive
Posted
Aug 19, 2020
Closes
Nov 19, 2020
Employment Type
Full Time
Level
Experienced

The Morgan Stanley Financial Planning Director position offers a unique opportunity to work in a local office directly with Financial Advisors to provide financial planning advice and analysis to the firm’s clients. This challenging role enables the Financial Planning Director to provide in-depth insight into the nuances of wealth planning and the innovative planning tools and resources that advisors utilize to deliver holistic advice to clients. As a Financial Planning Director, you will leverage your CFP or CPWA designation, as well as, relevant industry experience and expertise to assist advisors and their clients to clarify their long-term objectives and take the steps necessary to reach their goals.

Becoming a Financial Planning Director at Morgan Stanley will allow you to:

Help Others Achieve Their Goals - You can help others achieve their personal and financial goals and make a difference in their lives. 

Develop Industry Expertise- In this role, you will continue to refine your skills and remain current with the ever changing financial services industry

Build a Personally and Financially Rewarding Career – You have the potential to grow your network within Morgan Stanley and leverage your skills to promote career mobility and advancement

Job Responsibilities 

  • Complete proprietary training in wealth planning disciplines, investment strategies, and product suitability
  • Demonstrate expertise in cash flow analysis, investment strategy, retirement planning, income protection, asset protection, and tax strategies
  • Collaborate effectively with local management team to prioritize financial planning engagements
  • Assist Financial Advisors with helping their clients articulate their financial goals within the context of their investment strategy
  • Facilitate business growth by driving client loyalty
  • Work closely with other solutions specialists to incorporate sophisticated solutions into the client’s financial picture
  • Drive goals based wealth management strategy with Financial Advisors and their clients
  • Deliver exemplary service and financial guidance to clients, including recommendation of suitable investments and proposed financial strategies
  • Remain current with all CFP and/or CPWA continuing education requirements
  • Comply with all regulatory requirements, including licensing and registrations

 

NEW JOB LOCATIONS! PLEASE NOTE THE JOB REQUIREMENTS & APPLY VIA LINKS BELOW:  

Atlanta - 3154399
Central Maryland - 3154409
Central/Eastern PA - 3154405
Chicago West - 3154404
Greater Philadelphia - 3154408
Houston - 3154397
Kentucky/West VA/Tennessee - 3154398
New York Private Wealth Management - 3154414
Northern Ohio/Western PA - 3154407
Northern States - 30154416
NYC - 5th Avenue - 3154411
NYC - Park Avenue Plaza - 3154412
Oklahoma - 3154396
San Francisco PWM - 3154395
Seattle - 3154389
Silicon Valley - 3154390
South Coast, CA - 3154393
Southern New England - 3154415
Southern New Jersey - 3154413
Southwest Florida - 3154402
Western Long Island=3154410
Woodland Hills, CA - 3154392

Job Requirements

Successful candidates will be able to incorporate superior time management skills, financial planning acumen, and strong communication skills to support the firm’s clients in addressing a spectrum of financial and investment needs:

  • Holder of a bachelor’s degree and 5+ years professional experience in business development, management, sales, legal, accounting, education, military, finance or other business-related field
  • Current holder of the CFP and/or CPWA designations
  • Active Series 7, 66 
  • Exemplary in communication, presentation, time-management and organizational skills
  • Proficient at listening to client needs, and then be capable of skillful construction of tailored financial solutions.
  • Authorization to work in the U.S. without durational restrictions
  • Successful completion of background check and pre-employment assessments
  • Knowledge of Money Guide Pro preferred but not required

Apply for Financial Planning Director - New Locations!

Already uploaded your resume? Sign in to apply instantly

Apply




Upload from your computer

Or import from cloud storage

Your Resume must be a .doc, .pdf, .docx, .rtf, and no bigger than 1Mb


4000 characters left

When you apply for a job we will send your application to the named recruiter, who may contact you. By applying for a job listed on CFP Board Career Center you agree to our terms and conditions and privacy policy. You should never be required to provide bank account details. If you are, please email us.

Similar jobs

Similar jobs