Financial Planning Director

The Morgan Stanley Financial Planning Director position offers a unique opportunity to work in a local office directly with Financial Advisors to provide financial planning advice and analysis to the firm’s clients. In this role, you will continue to refine your skills and remain current with the ever changing financial services industry. 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 effectively with local management team to prioritize 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 loyalty. Work closely with other solutions specialists to incorporate sophisticated solutions into the client’s financial picture.

According to JobzMall, the average salary range for a Financial Planning Director in 1111 Brickell Bay Dr, Miami, FL 33131, USA is $115,000 to $150,000 per year. The salary range can vary based on a variety of factors, including the individual's experience, qualifications, and the size and type of employer. Additionally, the location of the job may also have an effect on the salary range.

Morgan Stanley provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following business segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors.