Financial Planning Director - New York Private Wealth Management
Company: CTI Education Group
Location: New York
Posted on: February 25, 2021
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Job Description:
Job Description Job Number: 3162197 Posting Date Primary
Location : Americas-United States of America-New York-New York
Education Level : Bachelor's Degree Job : Wealth Management
Employment Type : Full Time Job 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
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 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 client's 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.
Qualifications Job 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 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.
Keywords: CTI Education Group, New York , Financial Planning Director - New York Private Wealth Management, Accounting, Auditing , New York, New York
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