Vice President, Financial Planning Director - Western Region

Morgan Stanley

Seattle, WA, USA
Base: $140,000 - $200,000 py; bonus/equity: not sp...
Financial planning expertise
Advanced tax strategies
Client engagement skills
The Financial Planning Director partners with Financial Advisors to deliver personalized planning for high-net-worth clients

Job Summary

  • The Financial Planning Director partners with Financial Advisors to deliver personalized planning for high-net-worth clients.
  • This role involves providing expertise in advanced planning topics to enhance client engagement.
  • Morgan Stanley offers a robust peer network and career development opportunities for employees.

Matching Summary

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

Salary

Base: $140,000 - $200,000 per year; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Financial planning expertise
  • Advanced tax strategies
  • Client engagement skills

Nice-to-have

  • Collaboration with Financial Advisors
  • Strong communication skills
  • Proficiency in financial planning platforms

Key Requirements

  • Bachelor's degree required
  • CFP® designation required
  • 5+ years of experience in financial planning

Work Rights

Not specified

Tailored Resume

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