Financial Planning Director Financial Planning Director …

Morgan Stanley
in San Diego, CA, United States
Permanent, Full time
Be the first to apply
Morgan Stanley
in San Diego, CA, United States
Permanent, Full time
Be the first to apply
Financial Planning Director
Financial Planning Director - San Diego

Morgan Stanley Wealth Management, a global leader,provides access to a wide range of products and services to individuals,businesses and institutions, including brokerage and investment advisoryservices, financial and wealth planning, cash management and lending productsand services, annuities and insurance, retirement and trust services.

The Morgan Stanley Financial Planning Director positionoffers a unique opportunity to work in a local office directly with FinancialAdvisors to provide financial planning advice and analysis to the firmsclients. This challenging role enables the Financial Planning Director toprovide in-depth insight into the nuances of wealth planning and the innovativeplanning tools and resources that advisors utilize to deliver holistic adviceto clients. As a Financial Planning Director, you will leverage your CFP orCPWA designation, as well as, relevant industry experience and expertise toassist advisors and their clients to clarify their long-term objectives andtake the steps necessary to reach their goals.

Becoming a Financial PlanningDirector at Morgan Stanley will allow you to:

Help Others Achieve TheirGoals - You can help others achieve their personal and financial goals andmake a difference in their lives. 

Develop Industry Expertise- In this role, you will continue torefine your skills and remain current with the ever changing financial servicesindustry

Build a Personally and FinanciallyRewarding Career You have the potential to grow your network withinMorgan Stanley and leverage your skills to promote career mobility andadvancement

Job Responsibilities 

  • Complete proprietary training in wealth planningdisciplines, investment strategies,  and productsuitability

  • Demonstrate expertise in cash flow analysis,investment strategy, retirement planning, income protection, asset protection,and tax strategies

  • Collaborate effectively with local managementteam to prioritize financial planning engagements

  • Assist Financial Advisors with helping theirclients articulate their financial goals within the context of their investmentstrategy

  • Facilitate business growth by driving clientloyalty

  • Work closely with other solutions specialists toincorporate sophisticated solutions into the clients financial picture

  • Drive goals based wealth management strategywith Financial Advisors and their clients

  • Deliver exemplary service and financial guidanceto clients, including recommendation of suitable investments and proposedfinancial strategies

  • Remain current with all CFP and/or CPWA continuingeducation requirements

  • Comply with all regulatory requirements,including licensing and registrations.

Job Requirements

Successful candidates will be able to incorporate superior time management skills, financial planning acumen, and strong communication skills to support the firms clients in addressing a spectrum of financial and investment needs: 

  • Holder of a bachelors degree and 5+ years professional experience in business development, management, sales, legal, accounting, education, military, finance or other business-related field

  • Current holder of the CFP and/or CPWA designations

  • Series 7, 66 licenses required

  • Exemplary in communication, presentation, time-management and organizational skills

  • Proficient at listening to client needs, and then be capable of skillful construction of tailored financial solutions.

  • Authorization to work in the U.S. without durational restrictions

  • Successful completion of background check and pre-employment assessments

  • Knowledge of Money Guide Pro preferred but not required

Hiring Process

Our hiring procedure is a multistep process that can take four to six weeks to complete. Successful candidates can expect multiple interviews and assessments. All offers of employment are contingent on a background check.


Primary Location: Americas-United States of America-California-San Diego
Work Locations:
Job: Wealth Management
Organization: Morgan Stanley
Job Posting: Dec 11, 2020
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