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

Morgan Stanley UK

Worcester, MA, US
Base: $90,000 - $120,000 py; bonus/equity: commiss...
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Series 7 and series 66 licenses required
Bachelor's degree in finance or related field
2+ years of financial services experience
** Morgan Stanley is seeking an Associate Planning Director for its Financial Planning Engagement Desk, responsible for educating Financial Advisors on financial planning tools and concepts. The role involves collaboration with various stakeholders to enhance client engagement and business growth in the northeast region. **

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 including Financial Planning Directors and the Global Investment Office to establish commercial opportunities.
  • Morgan Stanley offers a comprehensive benefits package, diverse workforce support, and ample opportunity for internal career movement.

Matching Summary

Match Score: 75

** Morgan Stanley is seeking an Associate Planning Director for its Financial Planning Engagement Desk, responsible for educating Financial Advisors on financial planning tools and concepts. The role involves collaboration with various stakeholders to enhance client engagement and business growth in the northeast region. **

Salary

Base: $90,000 - $120,000 per year; Bonus/Equity: Commission, 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 handle multiple priorities under pressure

Key Requirements

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

Work Rights

Not specified

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