Morgan Stanley
Deerfield or
Financial Planning Analyst
Job details
- Location
- Deerfield or
- Work type
- Onsite
- Compensation
- $68,000 - $120,000/yr
- Posted
- 1 week ago
- Apply on
- ms.wd5.myworkdayjobs.com
About this role
5+ years in relevant field; 4-year degree preferred; active Series 7 and 66 or 63 and 65; CFP/CPWA preferred; knowledge of financial planning and client service.
What you'll do at Morgan Stanley:
- cultivate relationships
- support advisors
- review plans
Apply to this Financial Planning Analyst role at Morgan Stanley with a tailored resume on ApplyBolt.