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Morgan Stanley at Work - Equity Planner

Company: CTI Education Group
Location: Denver
Posted on: February 24, 2021

Job Description:

Job Description - Morgan Stanley at Work - Equity Planner (3166673) Job Description Morgan Stanley at Work - Equity Planner Job Number: 3166673 Posting Date : Feb 18, 2021 Primary Location : Americas-United States of America-Colorado-Denver Education Level : Bachelor's Degree Job : Wealth Management Employment Type : Full Time Job Level : Assistant Vice President Description Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.
As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and to grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
The Equity Planner delivers on Morgan Stanley at Work's Equity Consultation Check In by executing Equity Compensation Analysis and facilitating broad wealth management discussions with participants and prospects. This role is critical in both the delivery of Morgan Stanley's commitment to superior wealth management within Corporate Services, but also supports the ability to scale this capability throughout the firm.-- Duties:
--- Utilizing the Equity Stock & Option Analysis Tool, provide "Equity Compensation Check in" consultations for corporate client employees, thus establishing a roadmap of exercise strategies for equity holders on Morgan Stanley's Stock Plan platforms. Must be familiar with equity option types: Non qualified stock options (NQSO)Incentive stock options (ISO)Restricted stock units (RSU)Restricted stock awards (RSA)
--- In addition to working with existing equity positions, uncover additional wealth that can be served by Morgan Stanley's Wealth Management capabilities--
--- Work with field Financial Advisors to educate in equity planning concepts and tool utilization.
--- Provide equity planning education through corporate engagements, both in person and virtual.
-- Qualifications Qualifications:
--- 3+ years in a role primarily delivering Financial Planning capabilities--
--- CFP required
--- Ability, and proven success, in facilitating financial services education
--- Ideal candidates have a strong interest in financial planning concepts and seek to be on the "bleeding edge" of this segment of the industry.
--

Keywords: CTI Education Group, Denver , Morgan Stanley at Work - Equity Planner, Accounting, Auditing , Denver, Colorado

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