Morgan Stanley

Vice President, Financial Planning Director – Northeast Region

Morgan Stanley

full-time

Posted on:

Location Type: Office

Location: Wellesley • Massachusetts • Rhode Island • United States

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Salary

💰 $110,000 - $185,000 per year

Job Level

Lead

About the role

  • Partner with Financial Advisors to create personalized financial plans using both cash-flow and goals-based planning tools
  • Deliver advanced technical guidance in areas such as tax-efficient portfolio strategies, retirement income distribution planning, executive compensation and equity planning, charitable and philanthropic strategies, risk management and insurance planning, and wealth transfer, trust, and estate planning
  • Lead client-facing planning conversations alongside Financial Advisors and Support Professionals
  • Serve as a planning subject matter expert and coach for Financial Advisors
  • Contribute to meaningful planning outcomes including net acquired assets to the Firm
  • Stay current on tax laws, estate regulations, product and strategy solutions, and market trends

Requirements

  • Bachelor’s degree required
  • Certified Financial Planner CFP® designation required
  • 5+ years of experience delivering financial plans or wealth strategies to high-net worth clients
  • Strong knowledge in tax and estate strategies, and insurance planning
  • Demonstrated ability to collaborate with client-facing professionals and communicate planning concepts clearly and credibly
  • Proficiency with financial planning platforms (Morgan Stanley proprietary tools, MoneyGuidePro®, or equivalent.)
  • Series 7 and 66 preferred or must be obtained as condition of employment
Benefits
  • Health insurance
  • 401(k) matching
  • Flexible work arrangements
  • Professional development opportunities
  • Bonuses
  • Employee perks

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
financial planningtax-efficient portfolio strategiesretirement income distribution planningexecutive compensation planningequity planningcharitable strategiesrisk managementinsurance planningwealth transfer planningestate planning
Soft skills
collaborationcommunicationcoachingclient-facing skillsleadership
Certifications
Bachelor's degreeCertified Financial Planner (CFP)Series 7Series 66