Vice President, Financial Planning Director (Walnut Creek, CA)
About The Position
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 Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Expected base pay rates for the role will be between 140,000 and 160,000 per year at the commencement of employment. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
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
- Series 7 and 66 preferred or must be obtained as condition of employment
Responsibilities
- 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
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Director
Number of Employees
5,001-10,000 employees
