Financial Planning Engagement Desk - Associate Planning Director (Northeast Region)

Financial Planning Engagement Desk Associate Planning Directors will be responsible for educating Financial Advisors on Morgan Stanley’s state of the art financial planning tools and planning concepts. This team will assist with activating the overall benefit of utilizing a goals-based approach and will ensure advisors are aware of the positive impact to clients and the financial advisor’s business. This role will involve partnership with key financial planning stakeholders, including Financial Planning Directors, Financial Planning Product Team and the broader Global Investment Office / Investment Solutions departments.

This person will report to the team manager and leverage Morgan Stanley’s state-of-the-art financial tools on behalf of experienced Financial Advisors, helping them develop their business and increase client engagement.

Financial Planning Engagement Desk Associate Planning Desk 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

Qualifications:

• 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 then be capable of skillful construction of tailored financial solutions.
• Successful completion of background check and pre-employment assessments
• Knowledge of Money Guide Pro preferred but not required

Candidates will be considered for the following locations:

• Worchester, MA
• Boston, MA
• New York, NY

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

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NY - Expected base pay rates for the role will be between 90,000 and 120,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

MA - Expected base pay rates for the role will be between 90,000 and 120,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

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