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Financial Planning Analyst* Jobs

Company

Morgan Stanley
Address , Fort Lauderdale, Fl
Employment type FULL_TIME
Salary
Expires 2023-07-29
Posted at 11 months ago
Job Description
Financial Planning Analyst*

Job Number:

3237485

POSTING DATE: May 30, 2023
PRIMARY LOCATION: Americas-United States of America-Florida-Fort Lauderdale
EDUCATION LEVEL: Refer to Position Description
JOB: Wealth Management
EMPLOYMENT TYPE: Full Time
JOB LEVEL: Associate

DESCRIPTION

POSITION SUMMARY

The Morgan Stanley Financial Planning Analyst position offers a unique opportunity to work directly with Financial Advisors to provide in-depth insight into wealth planning strategies for the firm’s clients. In this role, the Financial Planning Analyst will utilize Morgan Stanley’s innovative planning tools to drive goals-based Wealth Management for Financial Advisors and their clients. In partnership with Morgan Stanley’s Financial Planning Directors and Wealth Advisor Associates, this position will play a key role in assisting Advisors with incorporating sophisticated solutions into a client’s financial picture to meet their long-term objectives.


DUTIES and RESPONSIBILITIES:

    QUALIFICATIONS

    EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

    Education and/or Experience


      Knowledge/Skills


        Reports to


          Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
          It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
          Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).