Vice President, Financial Planning Director - Western Region

Morgan Stanley

Seattle, WA, US
Base: $140,000 to $200,000 py; bonus/equity: commi...
Advanced tax and estate strategy knowledge
Proficiency with moneyguidepro or proprietary tools
Experience delivering plans to hnw/uhnw clients
The Financial Planning Director partners with Financial Advisors to deliver comprehensive and personalized planning experiences for high-net-worth and ultra-high-net-worth clients

Job Summary

  • The Financial Planning Director partners with Financial Advisors to deliver comprehensive and personalized planning experiences for high-net-worth and ultra-high-net-worth clients.
  • This role provides expertise across advanced planning topics such as tax mitigation, charitable giving, trust and estate planning, and equity compensation.
  • Candidates will have the opportunity to work on complex, multigenerational wealth strategies using Artificial Intelligence and a robust peer network.

Matching Summary

The Financial Planning Director partners with Financial Advisors to deliver comprehensive and personalized planning experiences for high-net-worth and ultra-high-net-worth clients.

Salary

Base: $140,000 to $200,000 per year; Bonus/Equity: Commission earnings, incentive compensation, discretionary bonuses possible; Benefits: Comprehensive employee benefits and perks included

Skills & Requirements

Must-have

  • Advanced tax and estate strategy knowledge
  • Proficiency with MoneyGuidePro or proprietary tools
  • Experience delivering plans to HNW/UHNW clients

Nice-to-have

  • Strong collaboration with top financial advisors
  • Ability to leverage AI in planning processes
  • Commitment to diversity and inclusion values

Key Requirements

  • Bachelor's degree required
  • Certified Financial Planner (CFP) designation required
  • 5+ years of experience with HNW clients
  • Series 7 and 66 licenses preferred or required upon hire

Work Rights

Not specified

Tailored Resume

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