Job Summary

• The Financial Planning Service Desk Analyst/Associate will be responsible for helping Financial Advisors and Client Service Associates navigate Morgan Stanley’s financial planning tools.
• Analysts/Associates will gain exposure to Financial Planning Directors and many other home office resources.
• Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees.

Matching Summary

Salary

Base: $70,000 - $85,000 per year; Bonus/Equity: Eligible for annual discretionary incentive compensation award and discretionary bonus component; Benefits: Full spectrum of benefits including Medical, Dental, Vision, 401(k), PTO, etc.

Skills & Requirements

Key Requirements

• Securities Industry Essentials (SIE) required
• Series 7 and 66 preferred
• Bachelor’s degree required
• 2+ years financial services experience preferred
• Strong verbal and written communication skills

Work Rights