Financial Planning Director, Vice President; Tulsa, OK

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. The role provides expertise across advanced planning topics – including tax mitigation strategies, charitable giving, trust and estate planning, and equity compensation – to elevate client engagement and enhance outcomes.

• Partner with Financial Advisors to create personalized financial plans using both cash‑flow and goals‑based planning tools, including Money Guide Pro ® and Morgan Stanley’s proprietary planning platform.
• Provide 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, and wealth transfer, trust, and estate planning.
• Lead client‑facing planning conversations alongside Financial Advisors and Support Professionals, clarifying trade‑offs, risks, and long‑term implications.
• Serve as a planning subject‑matter expert and coach for Financial Advisors, enhancing planning integration into the wealth management process and connecting advisors to relevant firm resources.
• Track planning engagement metrics, monitor client follow‑through, and contribute to meaningful outcomes, including net acquired assets to the firm.
• Support Financial Advisor development through workshops, CE‑eligible sessions, and peer mentoring across the financial planning network.
• Maintain current knowledge of tax and 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 complex planning concepts clearly.
• Proficiency with financial planning platforms (Morgan Stanley proprietary tools, Money Guide Pro ®, or equivalent).
• Series7 and
  66 preferred or required as a condition of employment.

• Impactful client work: complex, multigenerational wealth strategies beyond basic planning models.
• High advisor engagement: collaboration with top Financial Advisors in the industry.
• Tech‑enabled planning: leverage artificial intelligence (AI) and integrated data ecosystems.
• Professional development: robust peer network, continuing education support, and career pathway opportunities.
• Firmwide visibility: contribute to strategic initiatives that embed planning into core wealth management.

Expected base pay rates for the role will be between $110,000 and $185,000 per year at the commencement of employment. Base pay is determined individually and is only part of the total compensation package, which may also include commission earnings, incentive compensation, discretionary bonuses, short‑ and long‑term incentive packages, and other Morgan Stanley‑sponsored benefit programs.

Morgan Stanley is an equal‑opportunity employer committed to building and maintaining a diverse workforce. Our recruiting efforts reflect a strong commitment to inclusion, where individuals are hired, developed, and advanced based on their skills and talents. For more information, please visit