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PWM Financial Planning Analyst
| Company | Morgan Stanley |
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| Location | Chicago, IL, USA |
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| Salary | $50000 – $95000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Senior |
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Requirements
- 5+ years of work experience in a field relevant to the position required
- Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
- Complete and maintain internal Financial Planning Specialist designation requirements
- Willingness to obtain Certified Financial Planner (CFP) and/or Certified Private Wealth Advisor (CPWA) designation
- Knowledge of financial planning
Responsibilities
- Cultivating relationships with business partners and colleagues, including Financial Planning Directors and other specialists
- Supporting the FA/PWA/team in enhancing new and existing client relationships through an exceptional client experience
- Utilize the Firm’s financial planning tools and work with FAs/PWAs/teams to enhance client relationships and generate financial plans
- Help build and establish a repeatable and scalable planning process for FAs/PWAs/team as a part of their book of business
- At the request of FA/PWA/team, participating in existing client and/or prospective client meetings to review financial plans, representing the service lens
- Providing guidance and support to peers within the market, assisting with financial planning support in an administrative capacity (e.g., tool usage) as needed
- Remaining current on all policies, procedures and new platforms
- Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management – particularly those relating to financial planning
Preferred Qualifications
- 4-year college degree or professional certification preferred
- Detail oriented with superior organizational skills and ability to prioritize
- Exceptional writing, interpersonal and client service skills
- Strong time management skills
- Team player with the ability to collaborate with others
- Ability to work in a fast-paced, evolving environment
- Adaptable and ability to multi-task
- Goal oriented, self-motivated and results driven
