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

Morgan Stanley

Worchester, MA, USA
Base: 90,000-120,000 py; bonus/equity: not specifi...
Financial planning tools
Goals-based approach
Client engagement
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 and the broader Global Investment Office.
  • 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.

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: 90000-120000 per year; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • financial planning tools
  • goals-based approach
  • client engagement

Nice-to-have

  • collaborative team environment
  • diverse backgrounds
  • strong communication skills

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter