Vice President, Financial Planning Director - Multiple Locations (MA, NYC, PA, OH, GA)

Morgan Stanley • Atlanta, GA

400d • $110,000 - $185,000

About The Position

The Morgan Stanley Financial Planning Director position offers a unique opportunity to work directly with Financial Advisors in a local office, providing financial planning advice and analysis to clients. This role focuses on wealth planning, utilizing innovative tools and resources to deliver holistic advice, and requires leveraging industry expertise to assist clients in achieving their long-term financial goals.

Requirements

• Holder of a bachelor's degree and 5+ years professional experience in business development, management, sales, legal, accounting, education, military, finance or other business-related field
• Current holder of the CFP and/or CPWA designations
• Series 7, 66 licenses required
• Exemplary in communication, presentation, time-management and organizational skills
• Proficient at listening to client needs, and then be capable of skillful construction of tailored financial solutions
• Authorization to work in the U.S. without durational restrictions
• Successful completion of background check and pre-employment assessments

Nice To Haves

• Knowledge of Money Guide Pro preferred but not required

Responsibilities

• Complete proprietary training in wealth planning disciplines, investment strategies, and product suitability
• Demonstrate expertise in cash flow analysis, investment strategy, retirement planning, income protection, asset protection, and tax strategies
• Collaborate effectively with local management team to prioritize financial planning engagements
• Assist Financial Advisors with helping their clients articulate their financial goals within the context of their investment strategy
• Facilitate business growth by driving client loyalty
• Work closely with other solutions specialists to incorporate sophisticated solutions into the client's financial picture
• Drive goals based wealth management strategy with Financial Advisors and their clients
• Deliver exemplary service and financial guidance to clients, including recommendation of suitable investments and proposed financial strategies
• Remain current with all CFP and/or CPWA continuing education requirements
• Comply with all regulatory requirements, including licensing and registrations

Benefits

• Base pay between $110,000 and $185,000 per year
• Commission earnings
• Incentive compensation
• Discretionary bonuses
• Short and long-term incentive packages
• Morgan Stanley sponsored benefit programs

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree