Vice President, Financial Planning Director (Southeast Region)
Core
Partner with Financial Advisors to deliver comprehensive, personalized financial planning for high-net-worth and ultra-high-net-worth clients, focusing on tax mitigation, estate planning, and equity compensation.
Role type
Senior IC Financial Planning Director
Builds
Personalized financial plans and advanced planning strategies for HNW/UHNW clients
Domain
Wealth Management / Financial Planning
Required skills
Tax and estate strategy expertise, Insurance planning, Financial planning platform proficiency, Client-facing communication, Coaching and mentoring, Regulatory knowledge
Preferred skills
Artificial Intelligence (AI) tool utilization, Multigenerational wealth strategy experience
Technologies
MoneyGuidePro, Morgan Stanley proprietary planning platforms
Responsibilities
Create personalized financial plans using cash-flow and goals-based tools, Deliver advanced technical guidance on tax-efficient portfolios and retirement income, Lead client-facing planning conversations, Coach Financial Advisors on planning integration, Track planning engagement metrics, Stay current on tax laws and market trends
Seniority
Senior, hands-on IC
