Financial Planning Director, VP

Check you match the skill requirements for this role, as well as associated experience, then apply with your CV below.The 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 xhyhwjd – 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:Baltimore, MDWashington, DCCharlotte, NCTempe, ArizonaHouston, TXWashington State