About this opportunity
Morgan Stanley lists this Vice President, Financial Planning Director (Southeast Region) opportunity in washington, District of Columbia. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Position Summary
The Financial Planning Director (FPD) partners with Financial Advisors to deliver a comprehensive and personalized planning experience for high-net-worth and ultra-high-net-worth 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.
Key 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.
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 them 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
Support Financial Advisor development through workshops, CE‑eligible sessions, and peer mentoring across the financial planning professional network
Stay current on tax, estate regulations, product and strategy solutions, and market trends to ensure up-to-date advice delivery
What Makes This Role Unique
Impactful Client Work: Work on complex, multigenerational wealth strategies beyond basic planning models
High Advisor Engagement: Collaborate with top Financial Advisors in supporting sophisticated client relationships
Tech‑Enabled Planning: Leverage Artificial Intelligence to deliver positive outcomes for clients and employees while accessing an integrated ecosystem of client data
Professional Development: Participate in a robust peer network, continuing education support, and career pathway opportunities within the planning and advisor management tracks
Firmwide Visibility: Contribute to a firm‑level strategic initiative to embed planning in the core of wealth management, driving long‑term firm growth
Qualifications
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)
Current active Series7 and 66 required
Locations
Charlotte, NC
Washington, DC
Hiring Process
The hiring procedure is a multi‑step process that can take four to six weeks to complete. Successful candidates can expect multiple interviews and assessments. All offers of employment are contingent on a background check.
Benefits
Medical, prescription drug, dental, and vision coverage
Health Savings Account
Dependent Day Care Savings Account
Life and disability insurance plans
Paid time off, including sick leave, parental leave, and 20 vacation days annually, plus 10 paid holidays
401(k) retirement plan
Short‑ and long‑term disability coverage
Equal Employment Opportunity
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. For more information, visit our EE‑O page.
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Worksite address
washington, DC, 20022, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.