Develop Industry Expertise- In this role, you will continue to refine your skills and remain current with the ever changing financial services industry Complete proprietary training in wealth planning disciplines, investment strategies, and product suitability Demonstrate expertise in cash flow analysis, investment strategy, retirement planning, income protection, asset protection, and tax strategies Collaborate effectively with local management team to prioritize financial planning engagements Assist Financial Advisors with helping their clients articulate their financial goals within the context of their investment strategy Facilitate business growth by driving client loyalty Work closely with other solutions specialists to incorporate sophisticated solutions into the client's financial picture Drive goals based wealth management strategy with Financial Advisors and their clients Responsible for helping Financial Advisors with their clients' and prospects' financial planning needs Remain current with all CFP and/or CPWA continuing education requirements Comply with all regulatory requirements, including licensing and registrations 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 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 At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. We're committed to bringing passion and customer focus to the business. 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.
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