What are the responsibilities and job description for the Financial Planning Engagement Desk – Associate Planning Director (Northeast Region) position at Morgan Stanley?
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
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.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
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's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
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
- 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
- Worchester, MA
- Boston, MA
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.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
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's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Salary : $90,000 - $120,000