Vice President, Financial Planning Director - Mid America Region

Position Overview

Morgan Stanley Wealth Management, a global leader providing access to a wide range of services—from brokerage and investment advisory to financial and wealth planning—is seeking a Financial Planning Director. In this role, you will work directly with Financial Advisors in a local office to deliver holistic, in‐depth financial planning advice and analysis using your CFP or CPWA designation and industry expertise. You will help clients clarify their long-term objectives while building a personally and financially rewarding career.

Key Responsibilities

• Complete proprietary training in wealth planning disciplines, investment strategies, and product suitability.
• Demonstrate expertise in cash flow analysis, investment strategy, retirement planning, income protection, asset protection, and tax strategies.
• Collaborate with the local management team to prioritize financial planning engagements.
• Assist Financial Advisors in articulating client financial goals within the context of their investment strategy.
• Facilitate business growth by driving client loyalty and incorporating sophisticated solutions with other specialists.
• Drive a goals-based wealth management strategy and deliver exemplary financial guidance, including recommending suitable investments and strategies.
• Remain current with all CFP and/or CPWA continuing education requirements.
• Comply with all regulatory requirements, including licensing and registrations.

Required Qualifications

• Bachelor’s degree with 5+ years of professional experience in business development, management, sales, legal, accounting, education, military, finance, or a related field.
• Current holder of the CFP and/or CPWA designations.
• Possession of Series 7 and 66 licenses.
• Excellent communication, presentation, time-management, and organizational skills.
• Ability to listen to client needs and construct tailored financial solutions.
• Authorization to work in the U.S. without durational restrictions.
• Successful completion of background check and pre-employment assessments.
• Knowledge of Money Guide Pro is preferred but not required.
• Willingness to work from the Chicago, IL location.

Benefits & Perks

• Salary Range: $140,000 - $200,000 per year, plus the potential for an annual discretionary incentive compensation award and bonus.
• Benefits: Comprehensive offerings including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (with Sick Leave, Parental Leave, and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, among other special perks.