Vice President, Financial Planning Director - Northeast Region jobs in United States
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Morgan Stanley · 1 day ago

Vice President, Financial Planning Director - Northeast Region

positionNew York, NY
timeFull-time
remoteOnsite
seniorityMid, Senior Level
money$110K/yr - $185K/yr
date5+ years exp

Morgan Stanley is a leading wealth management firm that provides holistic financial solutions to its clients. The Financial Planning Director will partner with Financial Advisors to deliver personalized financial plans for high-net-worth clients, utilizing advanced planning strategies and tools to enhance client engagement and outcomes.

Asset ManagementFinanceFinancial ServicesLending

Responsibilities

Partner with Financial Advisors to create personalized financial plans using both cash-flow and goals-based planning tools offered by third-party vendor, MoneyGuidePro®, and Morgan Stanley’s proprietary planning platform and modeling tools
Deliver Advanced Technical Guidance In Areas Such As
Tax-efficient portfolio strategies
Retirement income distribution planning
Executive compensation and equity planning
Charitable and philanthropic strategies
Risk management and insurance planning
Wealth transfer, trust, and estate planning
Lead client-facing planning conversations alongside Financial Advisors and Support Professionals, providing clarity on trade-offs, risks, and long-term implications
Serve as a planning subject matter expert and coach for Financial Advisors, elevating planning integration into the wealth management process and connecting Financial Advisors to relevant Firm resources
Contribute to meaningful planning outcomes including net acquired assets to the Firm, track planning engagement metrics, and monitor client follow-through
Contribute to Financial Advisor development through workshops, CE-eligible sessions, and peer mentoring across the financial planning professional network
Stay current on tax lax, estate regulations, product and strategy solutions, and market trends to ensure up-to-date advice delivery

Qualification

Certified Financial PlannerFinancial planning platformsTaxEstate strategiesWealth strategiesInsurance planningContinuing educationCollaborationCommunicationMentoring

Required

Bachelor's degree required
Certified Financial Planner CFP® designation required
5+ years of experience delivering financial plans or wealth strategies to high-net worth clients
Strong knowledge in tax and estate strategies, and insurance planning
Demonstrated ability to collaborate with client-facing professionals and communicate planning concepts clearly and credibly
Proficiency with financial planning platforms (Morgan Stanley proprietary tools, MoneyGuidePro®, or equivalent.)

Preferred

Series 7 and 66 preferred or must be obtained as condition of employment

Benefits

Commission earnings
Incentive compensation
Discretionary bonuses
Other short and long-term incentive packages
Other Morgan Stanley sponsored benefit programs

Company

Morgan Stanley

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Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
dateFounded in 1935
location
New York, New York, USA
people-size10001+ employees
web-link
http://www.morganstanley.com

Funding

Current Stage
Public Company
Total Funding
unknown
1997-02-05IPO

Leadership Team

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James Gorman
Chairman and CEO
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Wei Christianson
Co-CEO Asia Pacific
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