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Financial Planning Director - Arizona

Company: Morgan Stanley
Location: Scottsdale
Posted on: January 15, 2022

Job Description:

Job Number: - -3192560Posting Date: - -Nov 24, 2021Primary Location: - -Americas-United States of America-Arizona-ScottsdaleEducation Level: - -Bachelor's DegreeJob: - -Wealth ManagementEmployment Type: - -Full TimeJob Level: - -Vice President -Description

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 advisory
services, financial and wealth planning, cash management and lending products
and services, annuities and insurance, retirement and trust services.

The Morgan Stanley Financial Planning Director position
offers a unique opportunity to work in a local office directly with Financial
Advisors to provide financial planning advice and analysis to the firm's
clients. This challenging role enables the Financial Planning Director to
provide in-depth insight into the nuances of wealth planning and the innovative
planning tools and resources that advisors utilize to deliver holistic advice
to clients. As a Financial Planning Director, you will leverage your CFP or
CPWA designation, as well as, relevant industry experience and expertise to
assist advisors and their clients to clarify their long-term objectives and
take the steps necessary to reach their goals.

Becoming a Financial Planning
Director at Morgan Stanley will allow you to:

Help Others Achieve Their
Goals - You can help others achieve their personal and financial goals and
make a difference in their lives.

Develop Industry Expertise- In this role, you will continue to
refine your skills and remain current with the ever changing financial services
industry

Build a Personally and Financially
Rewarding Career - You have the potential to grow your network within
Morgan Stanley and leverage your skills to promote career mobility and
advancement

Job Responsibilities

Complete proprietary training in wealth planning
disciplines, investment strategies, - and product
suitabilityDemonstrate expertise in cash flow analysis,
investment strategy, retirement planning, income protection, asset protection,
and tax strategiesCollaborate effectively with local management
team to prioritize financial planning engagementsAssist Financial Advisors with helping their
clients articulate their financial goals within the context of their investment
strategyFacilitate business growth by driving client
loyaltyWork closely with other solutions specialists to
incorporate sophisticated solutions into the client's financial pictureDrive goals based wealth management strategy
with Financial Advisors and their clientsDeliver exemplary service and financial guidance
to clients, including recommendation of suitable investments and proposed
financial strategiesRemain current with all CFP and/or CPWA continuing
education requirementsComply with all regulatory requirements,
including licensing and registrations.

QualificationsJob Requirements Successful candidates will be able to incorporate superior time management skills, financial planning acumen, and strong communication skills to support the firm's clients in addressing a spectrum of financial and investment needs: -Holder of a bachelor's degree and 5+ years professional experience in business development, management, sales, legal, accounting, education, military, finance or other business-related fieldCurrent holder of the CFP and/or CPWA designationsSeries 7, 66 licenses required Exemplary in communication, presentation, time-management and organizational skillsProficient 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 restrictionsSuccessful completion of background check and pre-employment assessments Knowledge of Money Guide Pro preferred but not requiredHiring 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.

Keywords: Morgan Stanley, Scottsdale , Financial Planning Director - Arizona, Accounting, Auditing , Scottsdale, Arizona

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