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Morgan Stanley · 1 month ago

Vice President, Financial Planning Director - Western Region

Bellevue, WA

Full-time

Onsite

Mid, Senior Level

$140K/yr - $200K/yr

5+ years exp

Morgan Stanley is a leading financial services firm that provides holistic financial solutions to individuals, families, and institutions. The Financial Planning Director partners with Financial Advisors to deliver personalized financial planning for high-net-worth clients, focusing on advanced planning topics such as tax mitigation, estate planning, and risk management.

Asset ManagementFinanceFinancial ServicesLending

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

Qualification

Certified Financial PlannerFinancial planning platformsTaxEstate strategiesWealth strategiesInsurance planningClient engagementCollaborationCommunication skillsMentoring