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About the Role

The Vice President, Ultra High Net Worth Planning Specialist partners with Financial Advisors and their ultra-high-net-worth clients to provide comprehensive financial planning, focusing on complex estate planning strategies and clear communication of planning concepts.

Responsibilities

Partner with Financial Advisors and clients to conduct discovery and identify goals, priorities, and needs.
Create holistic financial plans using Wealth Studios and other applications.
Analyze and interpret plan results, identify opportunities, and develop actionable observations.
Present financial plans and complex planning concepts professionally to clients.
Tailor technical information presentation to client sophistication and support discussions.
Collaborate with Financial Planning Directors and Wealth and Estate Planning Strategists on complex matters.
Serve as an escalation resource for Financial Planning Directors and Financial Advisors regarding software, analysis, and client scenarios.
Provide training and support to Financial Advisors on Wealth Studios and the Firm’s financial planning process.
Assist Financial Advisors in incorporating holistic financial planning into wealth management relationships.
Maintain current knowledge of financial planning concepts, tax and estate planning, software, and industry practices.
Track and report planning activity, client engagement, and training metrics.
Travel within the Southeast region on a limited basis for client meetings, engagement, training, and business needs.

Requirements

Bachelor’s degree.
CFP certification.
Five to ten years of progressively responsible experience in financial planning, wealth management, or a related professional field.
Experience developing and presenting comprehensive financial plans for high-net-worth or ultra-high-net-worth individuals, families, and business owners.
Strong knowledge of the six principal disciplines of financial planning.
Advanced knowledge of estate planning concepts, with the ability to analyze and clearly explain strategies including lifetime gifting, generation-skipping transfer tax planning, intentionally defective grantor trusts, charitable remainder trusts, testamentary charitable lead trusts, grantor retained annuity trusts, qualified personal residence trusts, marital trusts, bypass or credit shelter trusts, qualified terminable interest property trusts, and irrevocable life insurance trusts.
Ability to explain the structure, purpose, funding, and flow of assets among various trust arrangements and within an overall estate plan.
Excellent executive presence and the ability to communicate professionally and credibly in meetings with Financial Advisors, clients, family members, attorneys, accountants, and other professional advisors.
Strong presentation, facilitation, listening, and interpersonal skills.
Excellent written and verbal communication skills, including the ability to translate technical planning concepts into clear, client-friendly language.
Strong analytical skills and attention to detail.
Demonstrated judgment, discretion, and sensitivity when working with confidential client information and complex family circumstances.
Strong coaching, consultative, and persuasive skills.
Demonstrated commitment to collaboration, partnership, and teamwork.
Ability to take initiative and proactively address Financial Advisor and client needs.
Ability to manage multiple complex planning engagements and competing priorities in a timely manner.
Series 7 and any other required licenses must be obtained within the first six months of employment.
Ability to travel on a limited basis.
Ability to work in the office a minimum of four days per week.

Skills

Financial planning
Wealth management
Estate planning
Wealth Studios software
Financial planning analysis
Client communication
Presentation skills
Interpersonal skills
Written communication
Verbal communication
Analytical skills
Attention to detail
Judgment
Discretion
Coaching
Consultative skills
Persuasive skills
Collaboration
Teamwork
Initiative
Time management

Location

Southeast region

Work Type

Office minimum four days per week
Limited travel

Experience Level

Five to ten years of progressively responsible experience in financial planning, wealth management, or a related professional field.

Education Level

Bachelor's degree
CFP certification
Advanced professional degree or designation, such as a CPA, MBA, or JD (Preferred)

Salary/Compensations

$115,000 - $190,000 per year

Benefits

Commission earnings
Incentive compensation
Discretionary bonuses
Other short and long-term incentive packages
Morgan Stanley sponsored benefit programs

About the Company

Morgan Stanley raises, manages, and allocates capital for clients, helping them reach their goals for 90 years.
Values: putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back.
Supports employees and their families with comprehensive employee benefits and perks.
Offers opportunities for career advancement.

Equal Opportunity

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background.
Recruiting efforts reflect a strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.