Senior Wealth Planning Director – AI-Driven for HNW

Morgan Stanley

Tacoma (WA)

On-site

USD 150,000 - 230,000

Full time

2 days ago

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Job summary

Morgan Stanley's Financial Planning Director in Tacoma leads advanced planning for high-net-worth clients, partnering with Financial Advisors to develop sophisticated strategies across tax, estate, and wealth transfer. The role also drives client conversations, guides advisors, and supports firm-wide planning initiatives using both Morgan Stanley tools and external platforms.

The position emphasizes staying current on tax and regulatory changes, mentoring through workshops, and contributing to

Qualifications

5+ years delivering financial plans to HNW clients.
Strong knowledge of tax and estate strategies.
Ability to communicate planning concepts clearly.
Proficient with planning platforms (MoneyGuidePro or proprietary).
Active Series 7 and 66 required.

Responsibilities

Partner with Financial Advisors to craft personalized financial plans using cash-flow and goals-based tools.
Deliver advanced guidance in executive compensation, charitable strategies, risk management, and estate planning.
Lead client-facing planning discussions with Advisors and Support Professionals.
Act as a planning SME and coach to elevate integration of planning in wealth management.
Contribute to planning outcomes and tracking metrics across client engagements.