Morgan Stanley

Vice President, Financial Planning Director – Northeast Region

Morgan Stanley

full-time

Posted on:

Location Type: Hybrid

Location: New York City • New York • 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 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 strategies, retirement income distribution planning, executive compensation and equity planning, charitable and philanthropic strategies, risk management and insurance planning, wealth transfer, trust, and estate planning.
  • Lead client-facing planning conversations alongside Financial Advisors and Support Professionals, providing clarity on trade-offs, risks, and long-term implications.
  • Serve 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 resources.
  • Contribute to meaningful planning outcomes including net acquired assets to the Firm, track planning engagement metrics, and monitor client follow-through.
  • Stay current on tax regulations, estate regulations, product and strategy solutions, and market trends to ensure up-to-date advice delivery.

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
  • Comprehensive employee benefits
  • Professional development opportunities
  • Flexible work arrangements
  • Ample opportunity for career progression
Applicant Tracking System Keywords

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

Hard Skills & Tools
financial planningtax-efficient portfolio strategiesretirement income distribution planningexecutive compensation planningequity planningcharitable strategiesrisk managementinsurance planningwealth transferestate planning
Soft Skills
collaborationcommunicationcoachingclient-facing skillsclarity in trade-offsrisk assessmentplanning integrationclient follow-throughsubject matter expertiseengagement metrics tracking
Certifications
Bachelor's degreeCertified Financial Planner (CFP®)Series 7Series 66