Morgan Stanley
Tempe or Phoenix or Seattle or Kirkland or Bellevue or San Francisco or Walnut Creek or Houston
Vice President, Financial Planning Director - Western Region
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Apply to Vice President, Financial Planning Director - Western Region at Morgan StanleyJob details
- Location
- Tempe or Phoenix or Seattle or Kirkland or Bellevue or San Francisco or Walnut Creek or Houston
- Work type
- Onsite
- Compensation
- $140,000 - $200,000/yr
- Posted
- Jun 5, 2026
- Apply on
- morganstanley.eightfold.ai
About this role
Bachelor's degree and CFP required, Series 7 and 66 required, 5+ years delivering financial plans for HNW clients, strong tax/estate/insurance knowledge, proficiency with MoneyGuidePro® and proprietary planning tools, excellent communication.
What you'll do at Morgan Stanley:
- delivering plans
- partnering advisors
- leading conversations
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