The Financial Planning Director partners with Financial Advisors to deliver personalized, advanced planning for high-net-worth clients, focusing on tax mitigation, estate planning, charitable giving, and equity compensation.
They create comprehensive financial plans using proprietary and third-party tools, lead client conversations, and provide technical guidance on portfolio strategies, retirement, wealth transfer, and risk management.
The role involves coaching Advisors, contributing to client outcomes, and staying current on relevant laws and market trends.
Unique aspects include working on complex multigenerational strategies, leveraging AI-driven planning tools, collaborating with top Advisors, and participating in professional development.
Qualifications include a Bachelor's degree, CFP® certification, 5+ years of experience, and proficiency with planning platforms.
Locations include AZ, WA, CA. The role offers a multi-step hiring process, emphasizing diversity and inclusion, with opportunities for growth within a collaborative environment.
Morgan Stanley is a global financial services firm offering a complete range of financial services to a large and diversified group of clients and customers, including governments, corporations, institutions and individuals throughout the world. The talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity and excellence. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and to grow.