Financial Planning Engagement Desk – Associate Planning Director (Northeast Region)
$90k/y-$120k/y
a day ago
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OnsiteFull-timeEntry
Summary
Morgan Stanley is seeking a Financial Planning Engagement Desk – Associate Planning Director for the Northeast Region. The role involves educating Financial Advisors on financial planning tools and concepts to enhance client engagement and business development.
About the Role
As a Financial Planning Engagement Desk Associate Planning Director, you will serve as the primary planning resource for 1-2 in-scope markets, supporting broadcast messaging and plan creation for target client segments. You will partner with Financial Planning Directors and collaborate with key stakeholders to enhance visibility and establish a pipeline of commercial opportunities. Your responsibilities will also include maintaining connectivity with market and regional sales teams and executing tactical outreach to Financial Advisors.
About You
Required:
- Series 7 and 66 licenses required.
- Bachelor's degree required.
- 2+ years of financial services experience or related industry.
- Exemplary communication, presentation, time-management, and organizational skills.
- Detail-oriented with the ability to handle multiple priorities.
- Ability to work efficiently under pressure with a focus on client experience.
Preferred:
- CFP certification preferred.
- Knowledge of Money Guide Pro preferred but not required.
Benefits
- Competitive base salary between $90k and $120k.
- Comprehensive employee benefits and perks.
- Opportunities for career advancement within the company.
Morgan Stanley
Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in 42 countries, our firm's employees serve clients worldwide including corporations, governments, institutions and individuals. We are committed to maintaining the first-class service and high standard of excellence that have always defined the firm and everything we do is guided by our five core values: Do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back.
Boston, MA