Financial Planning Director, Vice President (chicago)

Morgan Stanley

Chicago, United States
Base: $110,000 - $185,000 py; bonus/equity: commis...
On-site
Advanced planning topics expertise
Client-facing planning conversations
Financial advisor coaching
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.
  • Deliver advanced technical guidance in areas such as tax-efficient portfolio strategies, retirement income distribution planning, and wealth transfer.
  • Contribute to Financial Advisor development through workshops, CE-eligible sessions, and peer mentoring across the financial planning professional network.

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: $110,000 - $185,000 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 planning topics expertise
  • Client-facing planning conversations
  • Financial Advisor coaching
  • Tax mitigation strategies
  • Charitable giving strategies
  • Trust and estate planning

Nice-to-have

  • Leverage Artificial Intelligence (AI)
  • Multigenerational wealth strategies
  • Peer network participation

Key Requirements

  • Bachelor's degree required
  • CFP® designation required
  • 5+ years of experience
  • Series 7 and 66 preferred

Work Rights

Not specified

Tailored Resume

Cover Letter