Teams at Morgan Stanley

The Financial Planning Director partners with Financial Advisors to create personalized financial plans for high-net-worth clients, providing expertise in advanced planning topics like tax strategies and estate planning.

Drives revenue growth across assigned wealth management markets by supporting Financial Advisors, executing strategic initiatives, coaching practices, conducting book reviews, coordinating product partners, and rolling out national and regional campaigns. The role develops business plans, delivers advisor training, positions firm products against client needs, facilitates external resources, and aligns stakeholders to improve branch and advisor performance.

Supports financial advisors and private wealth advisors by delivering exceptional client service, coordinating daily service activities, preparing client reports and financial plans, assisting with account transactions, and executing administrative elements of marketing and business development strategies. The role also helps organize client meetings, tracks follow-ups, supports digital tools, conducts approved research, and provides team leadership and backup coverage.