Overview In this role you partner with Financial Advisors to deliver advanced, personalized planning for high-net-worth clients, leveraging both third-party and Morgan Stanley planning tools. You provide expert guidance across tax, estate, retirement, and wealth-transfer topics, elevating client engagement and outcomes. You will coach Advisors, lead planning conversations, and stay current on tax and regulatory changes to ensure timely, credible advice. This is a high-impact, cross-functional role that shapes planning as a core driver of wealth management growth.
Responsibilities- Partner with Financial Advisors to create personalized financial plans using MoneyGuidePro and Morgan Stanley's planning tools
- Deliver advanced guidance in tax-efficient strategies, retirement income planning, equity planning, charitable strategies, risk management, and wealth transfer/estate planning
- Lead client-facing planning conversations with Advisors and Support Professionals, clarifying trade-offs and long-term implications
- Serve as planning SME and coach to elevate planning integration across the wealth management process
- Contribute to planning outcomes and tracking metrics, supporting client follow-through
- Support Financial Advisor development through workshops, CE-eligible sessions, and peer mentoring
- Stay current on tax law, estate regulation, product solutions, and market trends for up-to-date advice
Key requirements- Bachelor's degree required
- CFP designation required
- 5+ years of experience delivering financial plans or wealth strategies to high-net-worth clients
- Strong knowledge in tax and estate strategies and insurance planning
- Demonstrated ability to collaborate with client-facing professionals and communicate planning concepts clearly
- Proficiency with planning platforms (Morgan Stanley proprietary tools, MoneyGuidePro, or equivalent)
- Series 7 and 66 preferred or must be obtained as a condition of employment
- collaboration
- clear and credible communication
- mentoring and coaching
- MoneyGuidePro
- Morgan Stanley proprietary planning tools
- tax and estate planning knowledge
