Business & FinanceOn site
Vice President, Financial Planning Director (Southeast Region)
Morgan StanleyBaltimore, MD
Posted Oct 7, 2026
What you’d do
Partner 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 proprietary planning tools. Found on the employer's careers page on Oct 7, 2026. Apply through the link.
You’ll need
- Bachelor's degree
- Certified Financial Planner CFP designation
- 5+ years delivering financial plans to HNW clients
- Knowledge of tax and estate strategies
- Insurance planning expertise
Our summary of the listing. The full listing has the details.