Vice President, Financial Planning Director - Western Region

Morgan Stanley UK

Seattle, WA, US
Base: $140,000 - $200,000 py; bonus/equity: commis...
Tax mitigation strategies expertise
Trust and estate planning knowledge
Equity compensation planning skills
The role partners with Financial Advisors to deliver comprehensive, personalized financial plans for high-net-worth and ultra-high-net-worth clients

Job Summary

  • The role partners with Financial Advisors to deliver comprehensive, personalized financial plans for high-net-worth and ultra-high-net-worth clients.
  • Candidates will leverage advanced technical guidance in tax-efficient portfolio strategies, retirement income distribution, and charitable giving to elevate client outcomes.
  • Morgan Stanley offers a robust peer network, continuing education support, and career pathway opportunities within the planning and advisor management tracks.

Matching Summary

The role partners with Financial Advisors to deliver comprehensive, personalized financial plans for high-net-worth and ultra-high-net-worth clients.

Salary

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

Skills & Requirements

Must-have

  • Tax mitigation strategies expertise
  • Trust and estate planning knowledge
  • Equity compensation planning skills
  • MoneyGuidePro platform proficiency
  • Goals-based planning tools usage

Nice-to-have

  • Strong collaboration with top advisors
  • AI-enabled planning ecosystem experience
  • Peer mentoring and coaching abilities
  • Commitment to diversity and inclusion
  • Continuous professional development focus

Key Requirements

  • Bachelor's degree required
  • Certified Financial Planner (CFP) designation required
  • 5+ years of HNW/UHNW financial planning experience
  • Series 7 and 66 licenses preferred or required
  • Proficiency with proprietary planning platforms

Work Rights

Not specified

Tailored Resume

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