Vice President, Financial Planning Director - Western Region

Morgan Stanley UK

Seattle, WA, US
Base: $140,000 - $200,000 py; bonus/equity: commis...
Advanced financial planning expertise
Client-facing planning conversations
Financial advisor coaching and development
Partner with Financial Advisors to deliver a comprehensive and personalized planning experience for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients

Job Summary

  • Partner with Financial Advisors to deliver a comprehensive and personalized planning experience for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
  • Serve as a planning subject matter expert and coach for Financial Advisors, elevating planning integration into the wealth management process.
  • Participate in a robust peer network, continuing education support, and career pathway opportunities within the planning and advisor management tracks.

Matching Summary

Partner with Financial Advisors to deliver a comprehensive and personalized planning experience for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.

Salary

Base: $140,000 - $200,000 per year; Bonus/Equity: commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages; Benefits: other Morgan Stanley sponsored benefit programs

Skills & Requirements

Must-have

  • Advanced financial planning expertise
  • Client-facing planning conversations
  • Financial Advisor coaching and development
  • Tax mitigation strategies
  • Estate planning strategies
  • Charitable giving strategies

Nice-to-have

  • Collaborate with top Financial Advisors
  • Leverage AI for client outcomes
  • Participate in peer network
  • Contribute to firm-level strategy

Key Requirements

  • Bachelor's degree required
  • CFP® designation required
  • 5+ years of experience
  • Series 7 and 66 preferred
  • High-net-worth client experience

Work Rights

Not specified

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