Vice President – Financial Planning Director
| Company | Morgan Stanley |
|---|---|
| Location | Richmond, VA, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior |
Requirements
- Holder of a Bachelor’s degree and 5+ years professional experience in wealth management, business development, and management
- Current holder of the CFP required
- Series 7, 66 licenses required
- Knowledge of Money Guide Pro highly preferred
- Exemplary in communication, presentation, time-management and organizational skills
- Proficient at listening to client needs, and then be capable of skillful construction of tailored financial solutions
- Authorization to work in the U.S. without durational restrictions
- Successful completion of background check and pre-employment assessments
Responsibilities
- Complete proprietary training in wealth planning disciplines, investment strategies, and product suitability
- Demonstrate expertise in wealth management topics including retirement planning, investment planning, tax planning, trust and estate planning, bank and credit management, and risk and insurance management
- Collaborate effectively with local management team to prioritize and oversee financial planning engagements
- Assist Financial Advisors with helping their clients articulate their financial goals within the context of their investment strategy
- Facilitate business growth by driving client engagement and loyalty
- Work closely with other solutions specialists to incorporate sophisticated solutions into the client’s financial picture
- Drive goals based wealth management strategy with Financial Advisors and their clients
- Remain current with all CFP continuing education requirements
- Comply with all regulatory requirements, including licensing and registrations
Preferred Qualifications
- Knowledge of Money Guide Pro highly preferred