Vice President, Financial Planning Director (Philadelphia, PA) jobs in United States
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E*TRADE from Morgan Stanley · 1 month ago

Vice President, Financial Planning Director (Philadelphia, PA)

positionPhiladelphia, Pennsylvania, United States of America
timeFull-time
remoteOnsite
seniorityMid, Senior Level
date5+ years exp

Morgan Stanley Wealth Management provides holistic financial solutions to individuals, families, and institutions. The Financial Planning Director partners with Financial Advisors to deliver a comprehensive and personalized planning experience for high-net-worth clients, focusing on advanced planning topics and elevating client engagement.

BankingFinanceFinancial Services

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 PlannerTaxEstate strategiesFinancial planning platformsWealth strategiesInsurance planningClient engagementProfessional developmentCollaborationCommunication skills

Required

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.)

Preferred

Series 7 and 66 preferred or must be obtained as condition of employment

Benefits

Some of the most attractive and comprehensive employee benefits and perks in the industry

Company

E*TRADE from Morgan Stanley

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E*TRADE from Morgan Stanley is a pioneer in the online brokerage industry.
dateFounded in 1982
location
Arlington, Virginia, USA
people-size1001-5000 employees
web-link
https://us.etrade.com/home

Funding

Current Stage
Public Company
Total Funding
unknown
2020-02-20Acquired
1996-08-16IPO

Leadership Team

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Julia Miller
Director and Customer Marketing
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