Vice President, Financial Planning Director - Western Region

About this role

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 men

Apply for this role on Morgan Stanley’s official careers site.