Financial Planning Director, VP
morgan stanleyBaltimore, MD
Financial Planning Director, VP
morgan stanleyBaltimore, MDManager L7
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
APPLY NOWThe 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. This strategic role provides expertise across advanced planning topics – including tax mitigation strategies, charitable giving, trust and estate planning, and equity compensation – elevating client engagement and enhancing outcomes.
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 lax, estate regulations, product and strategy solutions, and market trends to ensure up-to-date advice delivery
- What Makes This Role Unique
- Impactful Client Work: Work on complex, multigenerational 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
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**Candidates will be considered for the following locations:
- Baltimore, MDWashington, DCCharlotte, NCTempe, Arizona
- Houston, TXWashington State
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Level
Manager L7
Location
Baltimore, MD
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
8 days ago