Senior Financial Planning Director, Southeast

Morgan Stanley; Washington; On-site; USD 140,000 - 160,000; Full time

Benefits offered by this job

Medical benefits

401(k) plan

Paid time off

Job summary

Morgan Stanley Wealth Management’s Global Investment Office seeks a Financial Planning Director to partner with Financial Advisors for high-net-worth clients, delivering comprehensive planning across tax, estate, charitable giving, and equity compensation using MoneyGuidePro and firm tools.

The role requires a Bachelor’s degree, CFP designation, 5+ years of experience, Series 7 and 66, and a track record of sophisticated planning.

Qualifications

• Bachelor’s degree required.
• 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.
• 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 cash-flow and goals-based planning tools.
• Provide advanced technical guidance in tax-efficient portfolio strategies, retirement income, executive compensation, charitable strategies, risk management, and wealth transfer.

Skills

Financial planning

Client engagement

Regulatory knowledge

Education

Bachelor's degree

CFP designation

Tools

MoneyGuidePro

Morgan Stanley tools

Job description

Morgan Stanley Wealth Management’s Global Investment Office seeks a Financial Planning Director to partner with Financial Advisors for high-net-worth clients, delivering comprehensive planning across tax, estate, charitable giving, and equity compensation using MoneyGuidePro and firm tools.

The role requires a Bachelor’s degree, CFP designation, 5+ years of experience, Series 7 and 66, and a track record of sophisticated planning.