Junior Equity Compensation Planner
Support financial advisors by analyzing complex equity compensation, presenting strategic plans, and advancing your finance career among industry leaders. Strong growth and learning potential.
Main Offer Details
This Junior Equity Compensation Planner, Associate position is a full-time opportunity with a competitive salary ranging between $90,000 and $120,000 annually. The role requires a Series 7 license, and a CFP or CEP designation is preferred. The work environment is collaborative, supporting a dynamic wealth management team. If you’re experienced in financial planning and equity compensation, this could be a strong fit for you.
Candidates should have at least two years of financial planning experience and be comfortable with analytical tools. Communication skills are essential, as the role involves presenting complex financial concepts in small group settings. Morgan Stanley emphasizes inclusivity and professional development in this role.
Tägliche Aufgaben
Typical duties focus on analyzing and designing detailed equity compensation strategies for ultra-high-net-worth clients. You’ll utilize in-house modeling tools, working closely with senior planners to interpret equity award plans like RSUs, PSUs, stock options, and ESPPs. Collaboration with financial advisors is frequent, so being a team player is crucial.
Expect to help advisors visualize the value of various executive compensation options, compare tax implications, and provide guidance on when to liquidate equity. You will prepare customized presentations, ensuring clients can integrate equity awards into their broader financial plans.
Education is also key; part of the job involves making complex compensation concepts clear to advisors and internal partners. Day-to-day work is both analytical and relationship-driven, blending technical expertise with communication skills.
Job Pros
This position offers significant opportunities for professional growth. You’ll be exposed to industry-leading tools and will learn directly from experts in the ultra-high-net-worth sector. The environment at Morgan Stanley supports ongoing education and development.
The compensation package is attractive and competitive for the financial industry. The company’s reputation for excellence gives you a well-recognized name on your resume, which can open future career paths. Team collaboration and direct impact on client financial strategies keep the work meaningful and varied.
Nachteile des Jobs
The level of expertise required can be challenging for someone new to equity compensation. You’ll need attention to detail, proficiency with technical financial topics, and a willingness to earn or maintain specific licenses. The learning curve is demanding.
Additionally, candidates must be comfortable presenting to groups and managing complex client cases, which may be stressful for those who prefer solo analytical tasks. Some may find the pressure to meet exacting standards and collaborate closely with others to be intensive at times.
Urteil
For motivated finance professionals, the Junior Equity Compensation Planner role represents an excellent stepping stone. There are clear benefits in compensation, learning, and collaboration. If you enjoy analytical work paired with client interaction, and are keen to build expertise in executive compensation, this job is worthy of consideration.
