Financial Planning Director, Vice President (Tulsa, OK)

About the role

Morgan Stanley Wealth Management provides holistic financial solutions to individuals, families and institutions. 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.

Key Responsibilities

• 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.
• Contribute to Financial Advisor development through workshops, CE-eligible sessions, and peer mentoring across the financial planning professional network.
• Stay current on tax laws, estate regulations, product and strategy solutions, and market trends to ensure up-to-date advice delivery.

Qualifications

• 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.

Pay

Expected base pay rates for the role will be between $110,000 and $185,000 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.

Schedule

Details on the schedule will be provided during the interview process.