Morgan Stanley
Chicago, Illinois
Financial Planning Director, Vice President (Chicago)
Job details
- Location
- Chicago, Illinois
- Work type
- Onsite
- Compensation
- $110,000 - $185,000/yr
- Posted
- Mar 5, 2026
- Apply on
- ms.wd5.myworkdayjobs.com
About this role
Bachelor’s degree; CFP designation; 5+ years delivering financial plans to high-net-worth clients; tax/estate and insurance planning knowledge; proficient with planning platforms; Series 7 and 66 preferred.
What you'll do at Morgan Stanley:
- Partner advisors
- Deliver planning
- Lead conversations
Apply to this Financial Planning Director, Vice President (Chicago) role at Morgan Stanley with a tailored resume on ApplyBolt.