Vice President, Financial Planning Director - Northeast Region

Morgan Stanley

Wellesley, MA, US
Base: $110,000 - $185,000; bonus/equity: not speci...
Financial planning expertise
Collaboration with financial advisors
Advanced planning topics
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 tax mitigation, estate planning, and risk management.
  • Morgan Stanley offers a supportive environment with opportunities for professional development and collaboration.

Matching Summary

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

Salary

Base: $110,000 - $185,000; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • financial planning expertise
  • collaboration with Financial Advisors
  • advanced planning topics

Nice-to-have

  • strong communication skills
  • commitment to diversity and inclusion
  • peer mentoring opportunities

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter