Financial Planning Engagement Desk – Associate Planning Director
Morgan Stanley · mumbai, India
financial planningclient engagementstakeholder managementcommunicationorganizational skillsexperienced
Job Description
The Associate Planning Director will educate Financial Advisors on financial planning tools and concepts. Responsibilities include supporting planning mandates, collaborating with stakeholders, and enhancing client engagement. This role requires strong communication and organizational skills.
Qualifications
Bachelor’s degree required, Series 7, 66 licenses required, CFP preferred, 2+ years of financial services experience.
Skills Required
- financial planning
- client engagement
- stakeholder management
- communication
- organizational skills
Location
City: mumbai · Country: India