Vice President, Financial Planning Director (Southeast Region)

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.

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.).
• Current active Series 7 and 66 required for role.

What Makes This Role Unique

• Impactful Client Work: Work on complex, multigeneration wealth strategies that go beyond basic planning models.
• High Advisor Engagement: Collaborate with some of the top Financial Advisors in the industry, supporting their most sophisticated client relationships.
• Tech-Enabled Planning: Leverage Artificial Intelligence (AI) to deliver positive outcomes for clients and employees while accessing an ecosystem that integrates seamlessly with client data.
• Professional Development: Participate in a robust peer network, continuing education support, and career pathway opportunities within the planning and advisor management tracks.
• Firmwide Visibility: Contribute to a firm-level strategic initiative to embed planning in the core of wealth management – driving long-term firm growth.