Executive Financial Planning Director—AI-Driven Wealth Strategy

711 MS Smith Barney, LLC; Tempe (AZ); On-site; USD 140,000 - 200,000; Full time

Job summary

Morgan Stanley Wealth Management in Tempe, AZ seeks a Financial Planning Director to partner with Financial Advisors on high-net-worth planning. You’ll guide tax, estate, charitable, and equity compensation planning, delivering personalized, scalable plans using MoneyGuidePro and Morgan Stanley tools.

Qualifications include a Bachelor’s degree, CFP designation, 5+ years of experience delivering wealth plans to HNW clients, and active Series 7 and 66.

Qualifications

• Bachelor’s degree required.
• CFP designation required.
• 5+ years of experience delivering financial plans or wealth strategies to high-net worth clients.
• Proficiency with financial planning platforms (Morgan Stanley proprietary tools, MoneyGuidePro, or equivalent).
• Current active Series 7 and 66 required for role.

Responsibilities

• Partner with Financial Advisors to create personalized financial plans using MoneyGuidePro and Morgan Stanley tools.
• Provide advanced guidance in tax-efficient and estate planning, equity compensation, and risk management.
• Lead client planning conversations and explain trade-offs and long-term implications.
• Coach Financial Advisors and connect them to Firm resources to improve planning integration.
• Track planning engagement metrics and contribute to advisor development through workshops.

Skills

Client collaboration

Financial planning

Tax/estate planning

Communication

Cross-functional teamwork

Education

Bachelor’s degree

CFP designation

Tools

MoneyGuidePro

Morgan Stanley tools

Job description

Morgan Stanley Wealth Management in Tempe, AZ seeks a Financial Planning Director to partner with Financial Advisors on high-net-worth planning. You’ll guide tax, estate, charitable, and equity compensation planning, delivering personalized, scalable plans using MoneyGuidePro and Morgan Stanley tools.

Qualifications include a Bachelor’s degree, CFP designation, 5+ years of experience delivering wealth plans to HNW clients, and active Series 7 and 66.