Vice President, Financial Planning Director - Greater Georgia (Atlanta/Buckhead)

nsible for helping Financial Advisors with their clients' and prospects' financial planning needs Remain current with all CFP and/or CPWA continuing education requirements Comply with all regulatory requirements, including licensing and registrations Successful candidates will be able to incorporate superior time management skills, financial planning acumen, and strong communication skills to support the firm's clients in addressing a spectrum of financial and investment needs: Holder of a Bachelor's degree and 5+ years professional experience in business development, management, sales, legal, accounting, education, military, finance or other business-related field Current holder of the CFP and/or CPWA designations Series 7, 66 licenses required Exemplary in communication, presentation, time-management and organizational skills Proficient at listening to client needs, and then be capable of skillful construction of tailored financial solutions. Authorization to work in the U.S. without durational restrictions Successful completion of background check and pre-employment assessments Knowledge of Money Guide Pro preferred but not required 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://https://www.morganstanley.com/about-us/global-offices into your browser. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.