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Financial Planning Director - South Coast

Company: Morgan Stanley
Location: Newport Beach
Posted on: October 8, 2020

Job Description:

Job Description - Financial Planning Director - South Coast (3154393)Job Description Financial Planning Director - South CoastJob Number:  3154393Posting Date:  Jul 16, 2020Primary Location:  Americas-United States of America-California-Newport BeachEducation Level:  Bachelor's DegreeJob:  Wealth ManagementEmployment Type:  Full TimeJob Level:  Vice President DescriptionMorgan 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 firm’sclients. 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 servicesindustryBuild a Personally and FinanciallyRewarding Career – You have the potential to grow your network withinMorgan Stanley and leverage your skills to promote career mobility andadvancementJob Responsibilities Complete proprietary training in wealth planningdisciplines, investment strategies,  and productsuitabilityDemonstrate expertise in cash flow analysis,investment strategy, retirement planning, income protection, asset protection,and tax strategiesCollaborate effectively with local managementteam to prioritize financial planning engagementsAssist Financial Advisors with helping theirclients articulate their financial goals within the context of their investmentstrategyFacilitate business growth by driving clientloyaltyWork closely with other solutions specialists toincorporate sophisticated solutions into the client’s financial pictureDrive goals based wealth management strategywith Financial Advisors and their clientsDeliver exemplary service and financial guidanceto clients, including recommendation of suitable investments and proposedfinancial strategiesRemain current with all CFP and/or CPWA continuingeducation 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, Newport Beach , Financial Planning Director - South Coast, Other , Newport Beach, California

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