Morgan Stanley

Financial Planning Director, Vice President (Tulsa, OK)

Morgan Stanley$110K — $185K *
Tulsa, OK 74133In-Person
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree required
  • Certified Financial Planner 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 and credibly
  • Proficiency with financial planning platforms (Morgan Stanley proprietary tools, MoneyGuidePro®, or equivalent)
  • Series 7 and 66 preferred or must be obtained as condition of employment

Responsibilities

  • Partner with Financial Advisors to create personalized financial plans using advanced planning tools
  • Deliver technical guidance on tax-efficient strategies, retirement income distribution, and executive compensation
  • Lead client-facing planning conversations, clarifying trade-offs and risks
  • Serve as a subject matter expert and coach for Financial Advisors, enhancing integration of planning
  • Track planning engagement metrics and contribute to firm's asset acquisition goals
  • Facilitate Financial Advisor development through workshops and mentoring
  • Stay current on tax laws, estate regulations, and market trends to ensure timely advice

Benefits

  • Participation in professional development and continuing education programs
  • Access to a robust peer network within the financial planning community
  • Career advancement opportunities in planning and advisor management
  • Contribution to firmwide strategic initiatives for long-term growth
  • Engagement with cutting-edge technology that enhances client outcomes
Full Job Description
Position Summary

The Financial Planning Director (FPD) partners with Financial Advisors to deliver a comprehensive and personalized planning experience for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. This strategic role provides expertise across advanced planning topics - including tax mitigation strategies, charitable giving, trust and estate planning, and equity compensation - elevating client engagement and enhancing outcomes.

Key Responsibilities

Partner with Financial Advisors to create personalized financial plans using both cash-flow and goals-based planning tools offered by third-party vendor, MoneyGuidePro®, and Morgan Stanley's proprietary planning platform and modeling tools.

Deliver advanced technical guidance in areas such as:
  • Tax-efficient portfolio strategies
  • Retirement income distribution planning
  • Executive compensation and equity planning
  • Charitable and philanthropic strategies
  • Risk management and insurance planning
  • Wealth transfer, trust, and estate planning
  • Lead client-facing planning conversations alongside Financial Advisors and Support Professionals, providing clarity on trade-offs, risks, and long-term implications
  • Serve as a planning subject matter expert and coach for Financial Advisors, elevating planning integration into the wealth management process and connecting Financial Advisors to relevant Firm resources
  • Contribute to meaningful planning outcomes including net acquired assets to the Firm, track planning engagement metrics, and monitor client follow-through
  • Contribute to Financial Advisor development through workshops, CE-eligible sessions, and peer mentoring across the financial planning professional network
  • Stay current on tax lax, estate regulations, product and strategy solutions, and market trends to ensure up-to-date advice delivery


What Makes This Role Unique

  • Impactful Client Work: Work on complex, multigenerational wealth strategies that go beyond basic planning models
  • High Advisor Engagement: Collaborate with some of the top Financial Advisors in the industry, supporting their most sophisticated client relationships
  • Tech-Enabled Planning: Leverage Artificial Intelligence (AI) to deliver positive outcomes for clients and employees while accessing an ecosystem that integrates seamlessly with client data
  • Professional Development: Participate in a robust peer network, continuing education support, and career pathway opportunities within the planning and advisor management tracks
  • Firmwide Visibility: Contribute to a firm-level strategic initiative to embed planning in the core of wealth management - driving long-term firm growth


Qualifications

  • Bachelor's degree required
  • Certified Financial Planner 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 and credibly
  • Proficiency with financial planning platforms (Morgan Stanley proprietary tools, MoneyGuidePro®, or equivalent.)
  • Series 7 and 66 preferred or must be obtained as condition of employment


Expected base pay rates for the role will be between $110,000 and $185,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

About Morgan Stanley

Morgan Stanley Investment Management are active managers of capital, working to outperform the market and deliver results for their clients. Morgan Stanley Investment Management's long-tenured professionals apply their experience and expertise across public and private markets, in single-sector, multi-asset and custom solutions.

Morgan Stanley Careers

Joining Morgan Stanley today means becoming part of a global team dedicated to strengthening communities, pioneering innovation, and fostering diversity. As a leading global financial services firm, Morgan Stanley offers unparalleled job opportunities, career growth, and a culture of leadership that together create an exceptional employment experience. Work You’ll Do At Morgan Stanley, you will collaborate with knowledgeable professionals to drive innovation and deliver solutions in financial services. Our team is composed of diverse, talented individuals who bring their unique skills and perspectives to work every day, setting the standard for leadership in the global market. Morgan Stanley is not just a company; it's a place where ambitious, creative, and skilled individuals can build a rewarding career. Here, you can experience the benefits of a vibrant culture dedicated to professional growth and diversity training. Internship Programs Kickstart your career with Morgan Stanley’s internship programs. These positions offer invaluable industry insights and professional experience to students and recent graduates. Interns at Morgan Stanley gain hands-on experience, working alongside seasoned experts in a dynamic, supportive environment. Innovation and Professional Growth We believe in the power of innovation to solve complex problems and encourage our team to think differently and act boldly. Morgan Stanley supports your career development through comprehensive training, development programs, and leadership workshops, ensuring that every employee has the tools they need to succeed. Join Our Team Explore the various job opportunities at Morgan Stanley, from entry-level positions to executive roles. We are hiring individuals who are passionate about finance and eager to contribute to a team that values integrity, excellence, and a forward-thinking mindset. Enhance your skills through our networking events, mentorship opportunities, and ongoing professional development. Stay Connected Keep up to date with the latest from Morgan Stanley Careers by subscribing to our job alert emails. Tailor your preferences to receive updates about new postings, career tips, and exclusive insights from our team leaders. Apply Now Ready to take the next step in your career? Search open positions that match your skills and interests on the Morgan Stanley Jobs portal. Prepare your resume, refine your interview techniques, and join a company that values innovation and leadership. At Morgan Stanley, we’re not just building careers—we’re developing leaders. Discover how far your talents can take you by joining our team today.
Learn more about Morgan Stanley
Size
77,000 employees
Market Cap
$144.1 billion
Industry
Net Income
$10.9 billion
Founded
1935
5 Year Trend
+10%
Revenue
$52 billion
NASDAQ

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