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, tax-efficient strategies, and wealth transfer solutions for HNW/UHNW clients
Domain
Wealth Management / Financial Planning
Required skills
Tax and estate strategy expertise, Retirement income distribution planning, Executive compensation planning, Charitable giving strategies, Risk management and insurance planning, Financial planning platform proficiency
Preferred skills
AI tool integration, Client-facing coaching, Workshop facilitation
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, retirement, and estate topics, Lead client-facing planning conversations, Coach Financial Advisors on planning integration, Track planning engagement metrics and client follow-through, Stay current on tax laws and market trends
Seniority
Senior, hands-on IC
