Junior Equity Compensation Planner, Associate
Morgan Stanley · mumbai, India
financial planningequity compensationanalytical skillscommunicationwealth managementexperienced
Job Description
The Junior Equity Compensation Planner assists clients and Financial Advisors in maximizing the value of equity compensation. Responsibilities include building detailed equity compensation plans, collaborating with senior planners, and educating Financial Advisors on equity award plans. Strong analytical skills and attention to detail are essential.
Qualifications
2+ years of broad-based financial planning experience, with some dedicated equity compensation planning experience. CFP or CEP designation, or in progress of obtaining. Series 7 and 66 licensed required or completion within 6 months of hire.
Skills Required
- financial planning
- equity compensation
- analytical skills
- communication
- wealth management
Location
City: mumbai · Country: India