Updated Locations! Financial Planning Director

Oct 16, 2020
Dec 14, 2020
Employment Type
Full Time

The Morgan Stanley Financial Planning Director position offers a unique opportunity to work in a local office directly with Financial Advisors to provide financial planning advice and analysis to the firm’s clients. This challenging role enables the Financial Planning Director to provide in-depth insight into the nuances of wealth planning and the innovative planning tools and resources that advisors utilize to deliver holistic advice to clients. As a Financial Planning Director, you will leverage your CFP or CPWA designation, as well as, relevant industry experience and expertise to assist advisors and their clients to clarify their long-term objectives and take the steps necessary to reach their goals.

Becoming a Financial Planning Director at Morgan Stanley will allow you to:

Help Others Achieve Their Goals - You can help others achieve their personal and financial goals and make a difference in their lives. 

Develop Industry Expertise- In this role, you will continue to refine your skills and remain current with the ever changing financial services industry

Build a Personally and Financially Rewarding Career – You have the potential to grow your network within Morgan Stanley and leverage your skills to promote career mobility and advancement

Job Responsibilities 

  • Complete proprietary training in wealth planning disciplines, investment strategies, and product suitability
  • Demonstrate expertise in cash flow analysis, investment strategy, retirement planning, income protection, asset protection, and tax strategies
  • Collaborate effectively with local management team to prioritize financial planning engagements
  • Assist Financial Advisors with helping their clients articulate their financial goals within the context of their investment strategy
  • Facilitate business growth by driving client loyalty
  • Work closely with other solutions specialists to incorporate sophisticated solutions into the client’s financial picture
  • Drive goals based wealth management strategy with Financial Advisors and their clients
  • Deliver exemplary service and financial guidance to clients, including recommendation of suitable investments and proposed financial strategies
  • Remain current with all CFP and/or CPWA continuing education requirements
  • Comply with all regulatory requirements, including licensing and registrations



San Francisco/East Bay - 3151210 Dallas - 3151217 New Orleans - 3151218 Greater Chesapeake - 3151225 Palm Beach, FL - 3151222 Houston - 3154397 Northern States - 30154416 NYC - Park Avenue Plaza - 3154412 Seattle - 3154389 Silicon Valley - 3154390 Kentucky/West VA/Tennessee - 3154398

Successful candidates will be able to incorporate superior time management skills, financial planning acumen, and strong communication skills to support the firm’s clients in addressing a spectrum of financial and investment needs:Job Requirements

  • Holder of a bachelor’s degree and 5+ years professional experience in business development, management, sales, legal, accounting, education, military, finance or other business-related field
  • Current holder of the CFP and/or CPWA designations
  • Active Series 7, 66 
  • Exemplary in communication, presentation, time-management and organizational skills
  • Proficient at listening to client needs, and then be capable of skillful construction of tailored financial solutions.
  • Authorization to work in the U.S. without durational restrictions
  • Successful completion of background check and pre-employment assessments
  • Knowledge of Money Guide Pro preferred but not required

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