Vice President, Financial Planning Director - Southeast Region
Vice President, Financial Planning Director - Southeast Region
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Job Description
Morgan Stanley Wealth Management a global leader provides access to a wide range of products and services to individuals businesses and institutions including brokerage and investment advisory services financial and wealth planning cash management and lending products and services annuities and insurance retirement and trust services.
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 firms 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 strategiesand 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 clients 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
Job Requirements
Successful candidates will be able to incorporate superior time management skills financial planning acumen and strong communication skills to support the firms clients in addressing a spectrum of financial and investment needs:
- Holder of a bachelors 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
- Series 7 66 licenses required
- 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
**Candidates will be considered for the following locations:
Charlotte NC
Washington DC
Ft Lauderdale FL
Hiring Process
Our hiring procedure is a multistep process that can take four to six weeks to complete. Successful candidates can expect multiple interviews and assessments. All offers of employment are contingent on a background check.
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 - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll 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. Theres 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 into your browser.
Expected base pay rates for the role will be between $140000 and $200000 per year at the commencement of employment. However base pay if hired will be determined on an individualized basis and is only part of the total compensation package which depending on the position may also include commission earnings incentive compensation discretionary bonuses other short and long-term incentive packages and other Morgan Stanley sponsored benefit programs.
Morgan Stanleys 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).
Required Experience:
Chief
Employment Type
Full-Time
