Financial Planning Engagement Desk – Associate Planning Director (northeast Region)

Morgan Stanley

Worcester, MA, US
Base: $90,000 - $120,000; bonus/equity: commission...
Educating financial advisors
Goals-based approach
Financial planning tools
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

Job Summary

  • 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 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.
  • MA - Expected base pay rates for the role will be between 90,000 and 120,000 per year at the commencement of employment.

Matching Summary

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.

Salary

Base: $90,000 - $120,000; Bonus/Equity: commission earnings, incentive compensation, discretionary bonuses; Benefits: other Morgan Stanley sponsored benefit programs

Skills & Requirements

Must-have

  • Educating Financial Advisors
  • Goals-based approach
  • Financial planning tools
  • Client engagement
  • Market support

Nice-to-have

  • Exceptional communication skills
  • Client-focused approach
  • Collaboration with stakeholders
  • Adaptable under pressure

Key Requirements

  • Series 7, 66 licenses required
  • Bachelor’s degree required
  • 2+ years financial services experience
  • Successful background check

Work Rights

Not specified

Tailored Resume

Cover Letter