Petra Wealth Management at Morgan Stanley seeks an Associate to work closely with our Financial Advisors, assist in the preparation of custom financial plans, and communicate with our clients and planning partners (attorneys, CPAs, etc.).
Five years+ experience in providing personal financial and/or tax planning services or a related financial background and education
Ability to prepare cash flow, and education cost projections, retirement income needs analyses, net worth statements, estate distribution plans, and risk management (i.e., insurance) reviews
CFP® licensee or candidate is desired
Proficient in the Microsoft Office suite (Excel, Word, Outlook)
Intermediate level of understanding of traditional investment vehicles (e.g., stocks, bonds, mutual funds) preferred
Excellent written and verbal communication skills
Excellent organizational skills
Experience with industry-specific software is a plus (e.g. MoneyGuide Pro, eMoney)
At Petra Wealth Management, we provide a customized approach to helping select families build, preserve, and transfer their wealth, delivering the best-in-class capabilities of the world’s largest investment firm through a boutique-like experience.