# Ultra-High-Net-Worth Planning Specialist, VP at Morgan Stanley

Morgan Stanley is hiring an Ultra-High-Net-Worth Planning Specialist, VP in New York, United States. It pays $115k-$190k a year and Level rates it Little AI ●○○○; you can [apply on Morgan Stanley](https://jobsbylevel.com/go/fa15b36c-fa2e-4f0b-a8f0-8cab1726a9f5?utm_medium=ai-agent).

AI Level 1, AI centrality 36 out of 100. New York, New York, United States of America.

## Details

- Company: [Morgan Stanley](https://jobsbylevel.com/companies/morgan-stanley)
- AI level: AI Level 1 (score 36 out of 100)
- Location: New York, New York, United States of America
- Salary: $115k-$190k
- Posted: November 2, 2026
- Apply: https://jobsbylevel.com/go/fa15b36c-fa2e-4f0b-a8f0-8cab1726a9f5?utm_medium=ai-agent
- Free CV review for this job: https://jobsbylevel.com/cv-review?job=ultra-high-net-worth-planning-specialist-vp-at-morgan-stanley-d153be

## Description

The Vice President, Ultra High Net Worth Planning Specialist is an experienced financial planning professional and a member of the Ultra High Net Worth Financial Planning Team (“UHNW FP”). The Specialist partners directly with Financial Advisors and their ultra-high-net-worth clients throughout the financial planning process, including client discovery, holistic plan development, interpretation of planning results, and presentation of recommendations to clients. The Specialist develops comprehensive financial plans addressing complex areas such as cash flow, retirement, investments, income tax, insurance, wealth transfer, charitable giving, asset protection, and estate planning. The role has a particularly strong focus on sophisticated estate planning strategies and the ability to explain complex planning concepts clearly and professionally. The Specialist also serves as an escalation resource for Financial Planning Directors and Financial Advisors regarding Wealth Studios software, planning methodologies, and complex client scenarios. In addition, the Specialist supports Financial Advisor training on financial planning software and related planning capabilities. This position covers the Southeast region, requires limited travel, and is expected to be in the office a minimum of four days per week. Key Responsibilities Partner directly with Financial Advisors and their ultra-high-net-worth clients to conduct comprehensive discovery and identify client goals, priorities, family dynamics, financial circumstances, and planning needs. Create holistic financial plans using Wealth Studios and other financial planning applications. Analyze and interpret plan results, identify planning opportunities, and develop clear, actionable observations for Financial Advisors and clients. Present financial plans and complex planning concepts professionally and effectively during client meetings. Tailor the presentation of technical information to each client’s level of financial sophistication and support productive discussions with clients and their professional advisors. Collaborate closely with Financial Planning Directors and Wealth and Estate Planning Strategists (“WEPS”), including former practicing estate planning attorneys, on complex financial and estate planning matters. Serve as an escalation resource for Financial Planning Directors and Financial Advisors regarding Wealth Studios functionality, financial planning analysis, and complex client scenarios. Provide training and ongoing support to Financial Advisors on Wealth Studios and the Firm’s financial planning process. Assist Financial Advisors in incorporating holistic financial planning into their broader wealth management relationships. Maintain current knowledge of financial planning concepts, relevant tax and estate planning considerations, planning software, and industry practices. Track and report planning activity, client engagement, training, and other relevant metrics as requested by team leadership. Travel within the Southeast region on a limited basis for client meetings, Financial Advisor engagement, training, and other business needs. Qualifications Required Bachelor’s degree. CFP certification Five to ten years of progressively responsible experience in financial planning, wealth management, or a related professional field. Experience developing and presenting comprehensive financial plans for high-net-worth or ultra-high-net-worth individuals, families, and business owners. Strong knowledge of the six principal disciplines of financial planning: General financial planning principles Insurance planning Investment planning Retirement planning Income tax planning Estate planning Advanced knowledge of estate planning concepts, with the ability to analyze and clearly explain strategies including: Lifetime gifting Generation-skipping transfer tax planning Intentionally defective grantor trusts Charitable remainder trusts Testamentary charitable lead trusts Grantor retained

The description is cut here. Read the full offer: https://jobsbylevel.com/jobs/ultra-high-net-worth-planning-specialist-vp-at-morgan-stanley-d153be

Source: https://jobsbylevel.com/jobs/ultra-high-net-worth-planning-specialist-vp-at-morgan-stanley-d153be

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