Financial Planning Product Specialist

Morgan Stanley
(View company profile)
Jersey City, NJ
Job Type:
Full Time
Wealth Management, Wealth Management

Job Description

Position Description

Position Summary:
The Product Specialist for the Financial Planning Help Desk is a call center position that supports a wide range of financial planning tools utilized by Morgan Stanley Smith Barney FAs with their clients and prospects. This position must be able to explain to FAs how to navigate within the tool and model different planning scenarios, identify the impact different strategies will have on a client's financial plan, explain the technical calculations the software is performing, what tools to use with different clients and FAs and how to position the outcomes in the plan with clients.


• Have expert knowledge in the full set of LifeView tools, including LifeView Goal Analysis, LifeView Advisor, LifeView Monitor and LifeView Personal Wealth Advisor.

• Apply knowledge of financial planning tool methodology with fundamentals of financial planning in areas of asset allocation, retirement, college funding, Life Insurance, goal planning. Disability Insurance, Long Term Care and Estate Planning with how to execute and model at the client level utilizing the LifeView suite of tools. This includes demonstrating available techniques to help in the preparation of the plan or analysis.

• Perform "walk through" sessions with FAs who are looking to gain an understanding of how the various components of the LifeView tools can be applied to their practice.

• Assist the Financial Planning Resources team in testing new releases of the LifeView tools before they are put into production.

• Act as a liaison between the field and the financial planning product group, responsible for consolidating and communicating user feedback, making enhancement recommendations, providing feedback on training and support materials.

• Act as a subject matter expert for a specific tool or subject, responsible for acting as a key resource for other members of the Financial Planning Support Team, working with the financial planning product area to understand enhancements or changes, act as a level II support for specific escalation items.

• Mandatory participation in group training programs

Skills Required

• BS/BA degree required; Finance, Accounting or Business concentrations preferred
• Fully licensed Series 7 and 66 (or 63 & 65) upon hire preferred
• Demonstrated proficiency in  financial planning and financial planning tools.
• Excellent verbal communication skills
• Demonstrated ability to think creatively and be solution-oriented
• Demonstrated ability to quickly learn and apply new concepts
• Strong interpersonal skills
• Professional demeanor

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