Vice President, Financial Planning Director - (Western Region)
Core
Strategic financial planning expert partnering with advisors to deliver comprehensive plans for high-net-worth and ultra-high-net-worth clients.
Role type
Senior IC Financial Planning Director
Builds
Personalized financial plans and advanced wealth strategies
Domain
Wealth Management / Financial Planning
Required skills
Tax mitigation strategies, Charitable giving, Trust and estate planning, Equity compensation, Retirement income distribution, Risk management, Insurance planning, Financial planning platforms, Client-facing coaching
Preferred skills
None stated
Technologies
MoneyGuidePro, Morgan Stanley proprietary planning platform
Responsibilities
Partner with Financial Advisors to create personalized financial plans using cash-flow and goals-based tools, Deliver advanced technical guidance on tax, retirement, and estate topics, Lead client-facing planning conversations alongside advisors, Serve as a planning subject matter expert and coach for Financial Advisors, Contribute to planning outcomes and track engagement metrics, Stay current on tax laws, estate regulations, and market trends
