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

Morgan Stanley

Worcester, MA, US
Base: $90,000 - $120,000 py; bonus/equity: commiss...
Series 7 and series 66 licenses required
Bachelor's degree in finance or related field
2+ years of financial services experience
This role involves educating Financial Advisors on Morgan Stanley's state-of-the-art financial planning tools and concepts

Job Summary

  • This role involves educating Financial Advisors on Morgan Stanley's state-of-the-art financial planning tools and concepts.
  • The position requires partnering with key stakeholders to establish a pipeline of commercial opportunities and support the planning mandate.
  • Morgan Stanley offers comprehensive employee benefits, perks, and ample opportunities for career movement within the global organization.

Matching Summary

This role involves educating Financial Advisors on Morgan Stanley's state-of-the-art financial planning tools and concepts.

Salary

Base: $90,000 - $120,000 per year; Bonus/Equity: Commission earnings, incentive compensation, discretionary bonuses possible; Benefits: Comprehensive employee benefits and perks included

Skills & Requirements

Must-have

  • Series 7 and Series 66 licenses required
  • Bachelor's degree in finance or related field
  • 2+ years of financial services experience

Nice-to-have

  • CFP certification preferred
  • Knowledge of Money Guide Pro software
  • Excellent communication and presentation skills
  • Ability to work under pressure with multiple priorities

Key Requirements

  • Series 7 license
  • Series 66 license
  • Bachelor's degree
  • 2+ years experience
  • Background check completion

Work Rights

Not specified

Tailored Resume

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