Vice President, Financial Planning Director

Morgan Stanley

San Francisco, CA 94110

United States

Posted July 6, 2025

{FULL_TIME,CONTRACTOR}

Valid until August 5, 2025

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Job Description

Join to apply for the Vice President, Financial Planning Director - Private Wealth Management (San Francisco, CA) role at Morgan Stanley

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Join to apply for the Vice President, Financial Planning Director - Private Wealth Management (San Francisco, CA) role at Morgan Stanley

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 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

Job Requirements
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:

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
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

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 85 years. At our foundation are five core values — putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back — that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. 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.
We're committed to bringing passion and customer focus to the business.
Expected base pay rates for the role will be between 140,000 and 160,000 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 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).