Vice President, Financial Planning Director (Philadelphia, PA) job opportunity at Morgan Stanley.

Home Jobs In United States Of America Tag: Financial Planning Director (Philadelphia, PA) Vice President, Financial Planning Director (Philadelphia, PA) position at Morgan Stanley


DateMore Than 30 Days Ago bot
Morgan Stanley Vice President, Financial Planning Director (Philadelphia, PA)
Experience: 5-years
Pattern: full-time
Country:
apply Apply Now
Salary:
Status:

Financial Planning Director (Philadelphia, PA)

Copy Link Report
degreeOND
loacation Philadelphia, Pennsylvania, United States of America, United States Of America
loacation Philadelphia, ..........United States Of America

Morgan Stanley Wealth Management provides holistic financial solutions to individuals, families and institutions. With a legacy of innovation and a commitment to excellence, our Financial Planning Directors empower Financial Advisors and clients to make confident decisions around life’s most complex financial questions.   Position Summary   The Financial Planning Director (FPD) partners with Financial Advisors to deliver a comprehensive and personalized planning experience for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. This strategic role provides expertise across advanced planning topics – including tax mitigation strategies, charitable giving, trust and estate planning, and equity compensation – elevating client engagement and enhancing outcomes.   Key Responsibilities   Partner with Financial Advisors to create personalized financial plans using both cash-flow and goals-based planning tools offered by third-party vendor, MoneyGuidePro®, and Morgan Stanley’s proprietary planning platform and modeling tools. 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     What Makes This Role Unique   Impactful Client Work: Work on complex, multigenerational wealth strategies that go beyond basic planning models High Advisor Engagement: Collaborate with some of the top Financial Advisors in the industry, supporting their most sophisticated client relationships Tech-Enabled Planning: Leverage Artificial Intelligence (AI) to deliver positive outcomes for clients and employees while accessing an ecosystem that integrates seamlessly with client data Professional Development: Participate in a robust peer network, continuing education support, and career pathway opportunities within the planning and advisor management tracks Firmwide Visibility: Contribute to a firm-level strategic initiative to embed planning in the core of wealth management – driving long-term firm growth     Qualifications   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 Proficiency with financial planning platforms (Morgan Stanley proprietary tools, MoneyGuidePro®, or equivalent.) Series 7 and 66 preferred or must be obtained as condition of employment WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. 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. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. 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. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. 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. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Other Ai Matches

Client Service Associate Applicants are expected to have a solid experience in handling Job related tasks
Market Risk Analytics, Associate, Firm Risk Management Applicants are expected to have a solid experience in handling Associate, Firm Risk Management related tasks
Data Modeler_Director P4_Data & Analytics Applicants are expected to have a solid experience in handling Job related tasks
Data Engineer - Director- Data & Analytics Engineering Applicants are expected to have a solid experience in handling Job related tasks
Python Database Administrator/Engineer - Director Applicants are expected to have a solid experience in handling Job related tasks
Platform Capabilities (Data & Campaign Migration), Client Segments, Associate, Wealth Management Applicants are expected to have a solid experience in handling Client Segments, Associate, Wealth Management related tasks
U.S. Banks Data Quality Governance / Data Risk Associate Applicants are expected to have a solid experience in handling Job related tasks
Frontend Developer (multiple opportunities) Applicants are expected to have a solid experience in handling Job related tasks
Middle Office Data Engineering and Quality_Director_Core Services Applicants are expected to have a solid experience in handling Job related tasks
US Banks, Business Risk Testing and Validation AVP Applicants are expected to have a solid experience in handling Business Risk Testing and Validation AVP related tasks
Release Manager (Hybrid) Applicants are expected to have a solid experience in handling Job related tasks
Python Developer (multiple opportunities) (Hybrid) Applicants are expected to have a solid experience in handling Job related tasks
Risk Officer Applicants are expected to have a solid experience in handling Job related tasks
MSIM- High Yield Research- Analyst Applicants are expected to have a solid experience in handling Job related tasks
Divisional Enablement and Planning Lead - VP Applicants are expected to have a solid experience in handling Job related tasks
Registered Client Service Associate Applicants are expected to have a solid experience in handling Job related tasks
Financial Planning Business Analyst, Platforms, Director, Wealth Management Applicants are expected to have a solid experience in handling Platforms, Director, Wealth Management related tasks
Assoc, P3, Finance Business Management : Job Level - Associate Applicants are expected to have a solid experience in handling P3, Finance Business Management : Job Level - Associate related tasks
Quantitative Analytics Strategist Applicants are expected to have a solid experience in handling Job related tasks
Reconciliation_Vice President_Product Support & Services IM Applicants are expected to have a solid experience in handling Job related tasks
Commodities Structuring, VP Applicants are expected to have a solid experience in handling VP related tasks
Client Operations Trade Settlement Analyst Applicants are expected to have a solid experience in handling Job related tasks
Client Service Associate Applicants are expected to have a solid experience in handling Job related tasks