Financial Planning Analyst Client Growth & Planning
financerolesBaltimore (MD)
Financial Planning Analyst Client Growth & Planning
Posted 7 days ago
financerolesBaltimore (MD)
SENIORITY
Senior
About the role
Morgan Stanley in Baltimore, MD seeks a Financial Planning Analyst to support Financial Advisors and Private Wealth Advisors, using firm planning tools and delivering exceptional client experiences. Responsibilities include building scalable planning processes, participating in client meetings, and staying current with policies and platforms; strong knowledge of financial services products required.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.