Vice President, Financial Planning Director – Western Region

Morgan Stanley

Financial Planning Director at Morgan Stanley delivering tailored financial planning for high-net-worth clients. Partnering with top Financial Advisors to enhance client engagement and outcomes.

Posted 4/30/2026full-timeTempe • Arizona, California, Washington • 🇺🇸 United StatesLead💰 $140,000 - $200,000 per yearWebsite

About the role

Key responsibilities & impact

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, 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, track planning engagement metrics
Contribute to Financial Advisor development through workshops, CE-eligible sessions, and peer mentoring
Stay current on tax laws, estate regulations, product and strategy solutions, and market trends

Requirements

What you’ll need

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)
Current active Series 7 and 66 required for role

Benefits

Comp & perks

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)
Short/Long Term Disability
Other special perks reserved for employees

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial planningtax-efficient portfolio strategiesretirement income distribution planningexecutive compensation planningcharitable strategiesrisk managementinsurance planningwealth transfer planningestate planningfinancial strategies

Soft Skills

collaborationcommunicationcoachingclient-facing skillsmentoringleadershipplanning expertiseengagement trackingworkshop facilitationcredibility

Certifications

Bachelor's degreeCertified Financial Planner (CFP)Series 7Series 66