Vice President, Financial Planning Director - Western Region (Walnut Creek)

Morgan Stanley Wealth Management provides holistic financial solutions to individuals, families and institutions. With a legacy of innovation and a commitment to excellence, our Financial Planning Directors empower Financial Advisors and clients to make confident decisions around life’s most complex financial questions.Position SummaryThe Financial Planning Director (FPD) partners with Financial Advisors to deliver a comprehensive and personalized planning experience for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. This strategic role provides expertise across advanced planning topics – including tax mitigation strategies, charitable giving, trust and estate planning, and equity compensation – elevating client engagement and enhancing outcomes.Key ResponsibilitiesPartner with Financial Advisors to create personalized financial plans using both cash-flow and goals-based planning tools offered by third-party vendor, MoneyGuidePro, and Morgan Stanley’s proprietary planning platform and modeling tools.Deliver advanced technical guidance in areas such as:Tax-efficient portfolio strategiesRetirement income distribution planningExecutive compensation and equity planningCharitable and philanthropic strategiesRisk management and insurance planningWealth transfer, trust, and estate planningLead client-facing planning conversations alongside Financial Advisors and Support Professionals, providing clarity on trade-offs, risks, and long-term implicationsServe as a planning subject matter expert and coach for Financial Advisors, elevating planning integration into the wealth management process and connecting Financial Advisors to relevant Firm resourcesContribute to meaningful planning outcomes including net acquired assets to the Firm, track planning engagement metrics, and monitor client follow-throughContribute to Financial Advisor development through workshops, CE-eligible sessions, and peer mentoring across the financial planning professional networkStay current on tax lax, estate regulations, product and strategy solutions, and market trends to ensure up-to-date advice deliveryWhat Makes This Role UniqueImpactful Client Work: Work on complex, multigenerational wealth strategies that go beyond basic planning modelsHigh Advisor Engagement: Collaborate with some of the top Financial Advisors in the industry, supporting their most sophisticated client relationshipsTech-Enabled Planning: Leverage Artificial Intelligence (AI) to deliver positive outcomes for clients and employees while accessing an ecosystem that integrates seamlessly with client dataProfessional Development: Participate in a robust peer network, continuing education support, and career pathway opportunities within the planning and advisor management tracksFirmwide Visibility: Contribute to a firm-level strategic initiative to embed planning in the core of wealth management – driving long-term firm growthQualificationsBachelor’s degree requiredCertified Financial Planner CFP designation required5+ years of experience delivering financial plans or wealth strategies to high-net worth clientsStrong knowledge in tax and estate strategies, and insurance planningDemonstrated ability to collaborate with client-facing professionals and communicate planning concepts clearly and crediblyProficiency with financial planning platforms (Morgan Stanley proprietary tools, MoneyGuidePro, or equivalent.)Current active Series 7 and 66 required for role **Candidates will be considered for the following locations:Tempe/Phoenix, AZSeattle, WA Kirkland, WA Bellevue, WASan Francisco, CAWalnut Creek, CAHouston, TXHiring Process Our hiring procedure is a multistep process that can take four to six weeks to complete. Successful candidates can expect multiple interviews and assessments. All offers of employment are contingent on a background check.WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste into your browser.CA - Expected base pay rates for the role will be between $140,000 and $200,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.WA - Salary range for the position: 140,000 and 200,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical,Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visitmybenefits.morganstanley.com to learn more about our benefit offerings.Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.For more information, please visit: .Employment Type:Job Level:Vice PresidentPosted Date:Jun 12, 2025ATS Job Description Test:Department:Field Business Development