Vice President, Financial Planning Director - Northeast Region

Morgan Stanley

Wellesley, MA, US
Base: $110,000 - $185,000 py; bonus/equity: commis...
Advanced tax mitigation strategies
Trust and estate planning expertise
Moneyguidepro platform proficiency
This strategic role partners with Financial Advisors to deliver comprehensive financial plans for high-net-worth and ultra-high-net-worth clients

Job Summary

  • This strategic role partners with Financial Advisors to deliver comprehensive financial plans for high-net-worth and ultra-high-net-worth clients.
  • The position requires deep expertise 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

This strategic role partners with Financial Advisors to deliver comprehensive financial plans for high-net-worth and ultra-high-net-worth clients.

Salary

Base: $110,000 - $185,000 per year; Bonus/Equity: Commission earnings, incentive compensation, discretionary bonuses; Benefits: Comprehensive employee benefits and perks

Skills & Requirements

Must-have

  • Advanced tax mitigation strategies
  • Trust and estate planning expertise
  • MoneyGuidePro platform proficiency
  • High-net-worth client engagement
  • Equity compensation planning

Nice-to-have

  • Strong collaboration with top advisors
  • AI-enabled planning ecosystem usage
  • Peer mentoring and coaching skills
  • Commitment to diversity and inclusion

Key Requirements

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

Work Rights

Not specified

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