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 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 Series 7 and 66 preferred or must be obtained as condition of employment We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. IL - Salary range for the position: 140,000 - 200,000 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Please visit mybenefits.morganstanley.com to learn more about our benefit
