Senior Financial Planning Director — Wealth Strategy

711 MS Smith Barney, LLC

New York (NY)

On-site

USD 110,000 - 185,000

Full time

2 days ago

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Job summary

Morgan Stanley Wealth Management is seeking a Financial Planning Director to partner with Financial Advisors in delivering personalized planning experiences for high-net-worth clients. You will provide expertise across advanced topics like tax planning, charitable giving, and equity compensation, elevating client engagement and outcomes.

The role involves leadership in client conversations, development of Advisors, and staying current on tax and estate regulations.

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 (e.g., MoneyGuidePro or Morgan Stanley tools).
Series 7 and 66 preferred or must be obtained as a condition of employment.

Responsibilities

Partner with Financial Advisors to create personalized financial plans using MoneyGuidePro and Morgan Stanley’s planning tools.
Deliver advanced guidance in tax-efficient planning, retirement income distribution, equity planning, charitable strategies, and estate planning.
Lead client-facing planning conversations with Advisors, clarifying trade-offs and long-term implications.
Serve as planning SME and coach for Advisors to integrate planning across wealth management.