Morgan Stanley
Financial Planning Director - Dallas, TX
Morgan Stanley, Dallas, Texas, United States, 75215
Job DescriptionJob Number:
Job Number:
3259429Posting Date
Posting Date
:
Sep 20, 2024Primary Location
Primary Location
:
Americas-United States of America-Texas-DallasEducation Level
:
Bachelor's DegreeJob
Job
:
Wealth ManagementEmployment Type
:
Full TimeJob Level
:
Vice PresidentDescriptionMorgan 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 industryBuild 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 advancementJob ResponsibilitiesComplete 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 registrationsQualifications
Job RequirementsSuccessful 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 requiredExemplary 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 assessmentsKnowledge of Money Guide Pro preferred but not requiredHiring ProcessOur 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.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).
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Job Number:
3259429Posting Date
Posting Date
:
Sep 20, 2024Primary Location
Primary Location
:
Americas-United States of America-Texas-DallasEducation Level
:
Bachelor's DegreeJob
Job
:
Wealth ManagementEmployment Type
:
Full TimeJob Level
:
Vice PresidentDescriptionMorgan 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 industryBuild 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 advancementJob ResponsibilitiesComplete 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 registrationsQualifications
Job RequirementsSuccessful 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 requiredExemplary 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 assessmentsKnowledge of Money Guide Pro preferred but not requiredHiring ProcessOur 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.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).
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