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MORE LOCATIONS for 1Q2021!!! Financial Planning Director @ Morgan Stanley

Morgan Stanley
Closing date
Mar 15, 2021

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Job Role
Financial Planner
Employment Type
Full Time
CFP® Certification
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Job Details

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

Job Requirements

  • 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

Please be sure to apply via the links below titled by Complex

Bellevue - 3162052

Oregon - 3162053

Sacramento - 3162054

Central California/Las Vegas - 3162079

Los Angeles - 3162068

San Diego - 3162067

Los Angeles Private Wealth Management - 3162078

Beverly Hills - 3162080

Mountain States (Denver, Greenwood Village) - 3162081

Arizona - 3162082

Central Texas - 3162086

Greater Houston - 3162083

Iowa/Nebraska - 3162087

Missouri/Kansas - 3162088

Houston Private Wealth Management - 3162090

Alabama - 3162091

Central-North Florida - 3162092

Tampa Bay - 3162093

Buckhead - 3162094

Minnesota - 3162207

Wisconsin - 3162208

Chicago Tower - 3162209

Chicago Mercantile - 3162210

Michigan - 3162211

Indianapolis/Peoria - 3162212

Ohio Valley (Columbus, Cincinnati) - 3162213

Chicago Private Wealth Management - 3162214

Central/Eastern Pennsylvania - 3162215

Southern Virginia - 3162190

Atlantic Coast - 3162191

Carolinas - 3162204

Northern Virginia - 3162194

Soundview (Fairfield County CT) - 3162195

Eastern Long Island - 3162196

New York Private Wealth Management - 3162197

Western New York (Rochester, NY) - 3162198

Coastal New England - 3162199

Dallas - 3151217

Greater Chesapeake - 3151225

LA/MS - 3151218

Houston - 3154397

Northern States (Burlington VT) - 30154416

Silicon Valley - 3154390



Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement and trust services.

Find Us
(212) 296-0538
522 Fifth Ave
New York
United States
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