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Years of Experience
Date Last Verified
Planning Director The candidate will be responsible for working with Financial Advisors (FAs) and Advanced Planning Directors to provide customized wealth planning strategies to clients and prospects within the Wealth Management business of Morgan Stanley. As a senior member of the Wealth Planning Centers (WPCs), the Planning Director will work closely with Advanced Planning Directors, Planning Analysts and other professionals to develop and deliver customized wealth analyses to clients and prospects. Will assist in the ongoing training and professional development of FAs and will market the activities and services of the WPCs to the firm at large. As necessary, will coordinate comprehensive and integrated planning across a wide array of customized solutions and recommendations including: Cash flow modeling and liquidity management; Estate, gift, and generation skipping tax planning; Income tax planning; Retirement and educational tax planning; Business succession planning; Philanthropic and charitable planning; Asset protection and risk management; Executive compensation and benefits; Family dynamics. Such coordination may involve other key areas of the firm including, but not limited to, trust, insurance, lending, retirement planning services, restricted and controlled securities, alternative investments and asset management in the overall client planning process. Will be responsible for educating and coaching FAs as well as more broadly representing the offerings of the Wealth Planning Center in order to promote business development for the WPC and to maintain a robust pipeline of client and prospect activity. These business development activities include: Participating in Client Development Meetings; Working with regional and local branch management to support their business development initiatives around HNW clients and prospects; Enhancing the visibility and value proposition of the WPCs through branch visits and individual meetings with FAs and their clients; Participating in recruit meetings; Actively seeking opportunities for value-added discussions with FAs and their clients on relevant and timely wealth planning related strategies; Providing intellectual capital to FAs and clients through white papers and educational presentations; Responsible for reporting monthly activities, results, and success stories.
Qualification and Experience
The candidate should have J.D. with 5 + years’ experience in trust and estate planning for high net worth individuals; other advanced degrees a plus. Series 7, 24 and 66 licenses required (can be obtained post-employment). Should have outstanding communication skills. Must have excellent interpersonal, written, and verbal skills. Should have strong coaching and presentation skills. A demonstrated commitment to both partnership and teamwork, and initiative to proactively address Financial Advisors and client situations as they arise is needed. Familiarity with financial services / wealth management industry an advantage.
Job Number: 3095281.
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