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Morgan Stanley · 5 hours ago

Vice President, Financial Planning Director (Philadelphia, PA)

Philadelphia, PA

Full-time

Onsite

Mid, Senior Level

5+ 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 personalized planning experiences for high-net-worth clients, providing expertise across advanced planning topics.

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 engagementProfessional developmentMarket trendsCollaborationCommunication skillsMentoring