Business & FinanceOn site
Vice President, Financial Planning Director - (Western Region)
Morgan StanleyTempe, AZ
$140,000–200,000/yr
Posted Oct 9, 2026
What you’d do
Partners with Financial Advisors to build personalized financial plans for high-net-worth and ultra-high-net-worth clients, covering tax mitigation, charitable giving, trust and estate planning, and equity compensation. Full time role using MoneyGuidePro and Morgan Stanley's planning platform. Found on the employer's careers page on Oct 9, 2026. Apply through the link.
You’ll need
- Bachelor's degree
- Certified Financial Planner CFP® designation
- 5+ years delivering financial plans or wealth strategies to HNW clients
- Knowledge of tax and estate strategies
- Insurance planning knowledge
Our summary of the listing. The full listing has the details.