VP, Advanced Financial Planning & Wealth Strategy

Financeroles

Washington (District of Columbia)

On-site

USD 140,000 - 160,000

Full time

14 days+

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Benefits offered by this job

Medical benefits

Dental & Vision

401(k) plan

Paid time off

Job summary

Morgan Stanley Wealth Management seeks a Financial Planning Director to partner with Financial Advisors and deliver comprehensive planning for high-net-worth clients. You will guide tax-efficient strategies, charitable giving, and estate planning using Morgan Stanley and external planning tools.

The role emphasizes leadership, technology-enabled planning, and collaboration with top advisors to drive client outcomes and firm growth.

Qualifications

Bachelor’s degree required.
CFP designation required.
5+ years 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).
Series 7/63/65 or 7/66 required; or must be obtained as a condition of employment.

Responsibilities

Partner with Financial Advisors to create personalized financial plans using cash-flow and goals-based planning tools.
Deliver advanced technical guidance in areas such as tax-efficient portfolio strategies, retirement income distribution, and equity planning.
Lead client-facing planning conversations alongside Financial Advisors and Support Professionals.
Coach Financial Advisors on planning integration and firm resources.
Track planning engagement metrics and client follow-through.
Stay current on tax, estate regulations, product solutions, and market trends.