Vice President, Financial Planning Director (Southeast Region)
Core
Strategic financial planning expert partnering with advisors to deliver personalized plans for HNW/UHNW clients, focusing on tax, estate, and retirement strategies.
Role type
Senior IC Financial Planning Director
Builds
Comprehensive financial plans and strategic advice for high-net-worth clients
Domain
Wealth Management / Financial Planning
Required skills
Tax and estate strategy, Retirement income distribution, Executive compensation, Charitable giving, Risk management, Insurance planning, Financial planning tools proficiency, Client-facing communication
Preferred skills
None stated
Technologies
MoneyGuidePro, Morgan Stanley proprietary planning platform
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, Contribute to advisor development through workshops and mentoring, Stay current on tax laws and market trends
Seniority
Senior, hands-on IC
