Hiring: Vice President, Financial Planning Director (Southeast Region) Company: Morgan Stanley Location: Charlotte, NC Job Posted Time: 2026-09-15 11:40:28 Target Skills & Keywords : AI, CFP, Financial Planning, Risk Management, Series 7, Wealth Management About the job Experience: •5+ years of experience delivering financial plans or wealth strategies to high-net worth clients Required Skills: •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 •Executive compensation and equity planning •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 Qualifications: •Bachelor’s degree required •Certified Financial Planner CFP® designation required •Strong knowledge in tax and estate strategies, and insurance planning •Demonstrated ability to collaborate with client-facing professionals and communicate planning concepts clearly and credibly •Proficiency with financial planning platforms (Morgan Stanley proprietary tools, MoneyGuidePro®, or equivalent.) •Current active Series 7 and 66 required for role •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 Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!