Vice President, Financial Planning Director - Western Region

Morgan Stanley • San Francisco, CA

74d • $140,000 - $200,000

About The Position

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

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Number of Employees: 5,001-10,000 employees