Financial Planning Engagement Desk – Associate Planning Director
| Company | Morgan Stanley |
|---|---|
| Location | Boston, MA, USA, Philadelphia, PA, USA, New York, NY, USA, White Plains, NY, USA |
| Salary | $90000 – $120000 |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Junior, Mid Level |
Requirements
- Series 7, 66 licenses required
- 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 then be capable of skillful construction of tailored financial solutions
- Successful completion of background check and pre-employment assessments
Responsibilities
- 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
- Strategic engagement with assigned Focus FAs
- Execute coordinated tactical outreach to in-scope markets FAs
Preferred Qualifications
- Knowledge of Money Guide Pro preferred but not required