Senior Financial Planning Director - Southeast Wealth Strategy

Morgan Stanley; Washington (District of Columbia); On-site; USD 120,000 - 150,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) retirement plan

Paid time off and holidays

Job summary

Morgan Stanley is hiring a Financial Planning Director based in Washington, DC, to partner with Financial Advisors and deliver tailored financial planning for high-net-worth clients. This role demands deep expertise in tax mitigation, estate planning, and risk management.

The ideal candidate will have a Bachelor's degree, CFP certification, and at least five years of relevant experience. Benefits include comprehensive health coverage, retirement plans, and opportunities for professional development.

Qualifications

• 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.

Responsibilities

• Create personalized financial plans using advanced planning tools.
• Contribute to meaningful planning outcomes and monitor client follow-through.
• Serve as a planning subject matter expert and coach for Financial Advisors.

Skills

Financial planning

Tax strategies

Estate planning

Risk management

Client engagement

Education

Bachelor's degree

Certified Financial Planner (CFP) designation

Tools

MoneyGuidePro

Morgan Stanley proprietary tools

Job description

Morgan Stanley is hiring a Financial Planning Director based in Washington, DC, to partner with Financial Advisors and deliver tailored financial planning for high-net-worth clients. This role demands deep expertise in tax mitigation, estate planning, and risk management.

The ideal candidate will have a Bachelor's degree, CFP certification, and at least five years of relevant experience. Benefits include comprehensive health coverage, retirement plans, and opportunities for professional development.