Vice President, Financial Planning Director - Charlotte, NC

Morgan Stanley•Charlotte, NC

1d•Onsite

About The Position

The Global Investment Office (GIO) is the investment and research hub within Morgan Stanley Wealth Management, comprising more than 250 analysts, strategists, and planners dedicated to supporting financial advisors and their clients. Led by the Wealth Management CIO, GIO develops the firm’s investment strategy by integrating financial planning, asset allocation, and portfolio construction insights. Serving as an extension of an advisor’s practice, GIO provides the tools, research, and intellectual capital to help advisors deepen client engagement, enhance investment performance, scale their businesses, and drive growth across all client segments. Morgan Stanley Wealth Management provides holistic financial solutions to individuals, families and institutions. With a legacy of innovation and a commitment to excellence, our Financial Planning Directors empower Financial Advisors and clients to make confident decisions around life’s most complex financial questions. The Financial Planning Director (FPD) partners with Financial Advisors to deliver a comprehensive and personalized planning experience for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. This strategic role provides expertise across advanced planning topics – including tax mitigation strategies, charitable giving, trust and estate planning, and equity compensation – elevating client engagement and enhancing outcomes.

Requirements

Bachelor’s degree required
Certified Financial Planner CFP® designation required
5+ years of experience delivering financial plans or wealth strategies to high-net worth clients
Strong knowledge in tax and estate strategies, and insurance planning
Demonstrated ability to collaborate with client-facing professionals and communicate planning concepts clearly and credibly
Proficiency with financial planning platforms (Morgan Stanley proprietary tools, MoneyGuidePro®, or equivalent.)
Series 7 and 66 preferred or must be obtained as condition of employment

Responsibilities

Partner with Financial Advisors to create personalized financial plans using both cash-flow and goals-based planning tools offered by third-party vendor, MoneyGuidePro®, and Morgan Stanley’s proprietary planning platform and modeling tools.
Deliver advanced technical guidance in areas such as: Tax-efficient portfolio strategies, Retirement income distribution planning, Executive compensation and equity planning, Charitable and philanthropic strategies, Risk management and insurance planning, Wealth transfer, trust, and estate planning.
Lead client-facing planning conversations alongside Financial Advisors and Support Professionals, providing clarity on trade-offs, risks, and long-term implications.
Serve as a planning subject matter expert and coach for Financial Advisors, elevating planning integration into the wealth management process and connecting Financial Advisors to relevant Firm resources.
Contribute to meaningful planning outcomes including net acquired assets to the Firm, track planning engagement metrics, and monitor client follow-through.
Contribute to Financial Advisor development through workshops, CE-eligible sessions, and peer mentoring across the financial planning professional network.
Stay current on tax lax, estate regulations, product and strategy solutions, and market trends to ensure up-to-date advice delivery.