Financial Planning Director, VP

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The Financial Planning Director (FPD) partners with Financial Advisors to deliver a comprehensive and personalized planning experience for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. This strategic role provides expertise across advanced planning topics – including tax mitigation strategies, charitable giving, trust and estate planning, and equity compensation – elevating client engagement and enhancing outcomes.

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Key Responsibilities

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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.

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Deliver advanced technical guidance in areas such as:

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• Tax-efficient portfolio strategies
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• Retirement income distribution planning
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• Executive compensation and equity planning
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• Charitable and philanthropic strategies
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• Risk management and insurance planning
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• Wealth transfer, trust, and estate planning
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• Lead client-facing planning conversations alongside Financial Advisors and Support Professionals, providing clarity on trade-offs, risks, and long-term implications
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• 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
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• Contribute to meaningful planning outcomes including net acquired assets to the Firm, track planning engagement metrics, and monitor client follow-through
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• Contribute to Financial Advisor development through workshops, CE-eligible sessions, and peer mentoring across the financial planning professional network
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• Stay current on tax lax, estate regulations, product and strategy solutions, and market trends to ensure up-to-date advice delivery
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What Makes This Role Unique

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• Impactful Client Work: Work on complex, multigenerational wealth strategies that go beyond basic planning models
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• High Advisor Engagement: Collaborate with some of the top Financial Advisors in the industry, supporting their most sophisticated client relationships
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• Tech-Enabled Planning: Leverage Artificial Intelligence (AI) to deliver positive outcomes for clients and employees while accessing an ecosystem that integrates seamlessly with client data
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• Professional Development: Participate in a robust peer network, continuing education support, and career pathway opportunities within the planning and advisor management tracks
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• Firmwide Visibility: Contribute to a firm-level strategic initiative to embed planning in the core of wealth management – driving long-term firm growth
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Qualifications

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• Bachelor’s degree required
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• Certified Financial Planner CFP® designation required
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• 5+ years of experience delivering financial plans or wealth strategies to high-net worth clients
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• Strong knowledge in tax and estate strategies, and insurance planning
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• Demonstrated ability to collaborate with client-facing professionals and communicate planning concepts clearly and credibly
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• Proficiency with financial planning platforms (Morgan Stanley proprietary tools, MoneyGuidePro®, or equivalent.)
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• Current active Series 7 and 66 required for role
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**Candidates will be considered for the following locations:

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• Baltimore, MD
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• Washington, DC
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• Charlotte, NC
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• Tempe, Arizona
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• Houston, TX
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• Washington State
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