Financial Planner

Financial Planner

Job Description:

The primary duty of Financial Planner is to deliver exceptional service to clients and provide support to Financial Advisors/Private Wealth Advisors/teams on a daily basis. By engaging with clients regularly, individuals in this role establish reliable relationships. A successful candidate will focus on prioritizing the client's needs and delivering an outstanding client experience. Supporting Financial Advisors/Private Wealth Advisors/teams involves tasks like digital marketing, managing portfolio holdings, utilizing proposal tools, and assisting with financial planning.

Duties and Responsibilities:

• Being a senior team member entails developing relationships with business partners and colleagues internally and externally to support the FA/PWA/team. Aiding in the enhancement of client relationships through exceptional client experiences and helping the FA/PWA/team fulfill their client service model are important roles. Assisting with meeting preparations, follow-up tracking, and task assignment are also responsibilities. Ensuring that all client service tasks are performed in a timely manner and assigning duties to team members when required is crucial. Providing substitute assistance for traditional Client Service Associate duties as needed, such as executing financial transactions and addressing client inquiries, is another aspect of the position. Staying current on policies, procedures, and new platforms and sharing relevant updates and best practices with other team members is a key responsibility.
• Assisting the FA/PWA/team in planning and executing their business strategy, collaborating closely with other market stakeholders like Practice Strategy Consultants and Branch Management.
• Administering the different components of digital and in-person marketing plans, which incorporate conferences, webinars, websites, social media engagement, and frequent email communication.
• Developing and appraising a range of client reports or financial plans using approved systems for existing or potential clients.
• Facilitating information gathering within the parameters of authorized platforms.
• Joining existing or potential client discussions, advocating for the service standpoint.
• Contributing to firm projects, unique assignments, and/or other obligations assigned by local managers.

Education, hands-on involvement, awareness, and proficiencies are integral components that contribute to individual growth and success:

• Applicants must possess over five years of work experience in a field that is pertinent to the position.
• Ideal candidates will possess a four-year college degree or professional certification.
• Mandatory qualifications include having certifications in Series 7 (GS) and either Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA).
• It is possible that additional product licenses will need to be obtained.
• Strong leadership skills.
• Knowledgeable about a range of financial products such as stocks, bonds, options, funds, insurance plans, and managed investment strategies.
• Possessing technical expertise and a talent for mastering new platforms expeditiously.
• Characterized by a meticulous approach to tasks, outstanding organizational proficiency, and the knack for prioritizing effectively.
• Possessing advanced understanding of fundamental personal computer usage, MS Office suites (specifically MS Excel), and internet programs.
• Remarkable proficiency in effective written communication, building relationships, and serving clients.
• Competent time allocation skills.
• Possessing a strong aptitude for cooperating with peers and contributing to collective success.
• Skill to succeed in a swiftly changing and progressing work setting.
• Skilled at multitasking and flexible in handling different responsibilities.
• Possessing a goal-driven mindset, intrinsic motivation, and a pursuit of achievements.

What You Can Expect From Morgan Stanley:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. 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. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

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