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Financial Planning Specialist: Client Advisory & Planning

Job in Palo Alto, Santa Clara County, California, 94306, USA
Listing for: Morgan Stanley
Full Time position
Listed on 2025-12-21
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Analyst, Financial Advisor, Accounting & Finance
Job Description & How to Apply Below
A global financial services firm is seeking a Financial Planning Analyst to cultivate client relationships and support Financial Advisors. With 5+ years of relevant experience and a 4-year degree preferred, the ideal candidate will utilize financial planning tools, assist in client meetings, and maintain certifications.

This role offers competitive compensation in a dynamic environment dedicated to diversity and employee development.
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