The Private Client experience at . Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private Wealth Planner (PWP) role is central to this, working collaboratively with an integrated client service team to provide clients with a detailed financial plan. Utilizing . Morgan’s proprietary Wealth Plan software, the PWP guides clients through a discovery process, providing a report that focuses on achieving their goals and the asset allocation needed. This holistic planning is a primary benefit of being a . Morgan Private Client, marking the initial engagement of bank-only clients with Wealth Management.

As a Vice President, Private Wealth Planner within . Morgan Wealth Management, you will engage with clients and prospective clients who express interest in having a financial plan. You will work collaboratively with an integrated client service team to provide comprehensive financial planning services. Your role will involve using . Morgan’s proprietary Wealth Plan software to provide reports that help clients focus on successfully meeting their goals. You will also educate the integrated team about the value Wealth Planning can bring to a relationship and work with them to develop business opportunities with new and existing clients. This role requires travel among branches and offices as needed.

The successful candidate will have knowledge of and experience in delivering all aspects of financial planning, including asset and liability management, asset allocation, diversification, basic trusts & estates, basic individual tax rules (both transfer and income taxes), insurance, long-term care, philanthropy, college savings, retirement, and cash flow planning. Knowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, , pre-liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds) is a plus but is not necessary for the role.

To be successful in this role the individual must be able to communicate planning concepts in a simple, non-technical way and must be comfortable working with individuals and families ranging from affluent to high- and ultra-high net worth. The successful individual should approach clients with a goal-oriented approach; to that end, the individual will need to learn about the various products and platforms (investment, insurance, charitable, educational) available to Private Client Advisors in order to help identify issues and opportunities to engage with clients.

The candidate will cover a region within Private Client, which will include at least one preferred branch as well as at least one office.

Job Responsibilities :

• Provide unbiased customized wealth and financial planning advice to clients and prospective clients at scale
• Educate the integrated team about the value Wealth Planning can bring to a relationship; PWP will act as the linchpin to allow . Morgan to provide clients with holistic financial planning advice to better serve their needs
• Engage with clients in financial planning, basic tax, trust and estate planning, retirement, educational, and philanthropic planning, risk management, and asset allocation.
• Structure and present financial plans / presentations in a simple to understand conversational manner
• Promote . Morgan’s knowledge and sophistication to outside centers of influence, primarily accountants and attorneys
• Work with the integrated team to develop business opportunities with new and existing clients
• Travel among branches and offices as needed

Required qualifications, capabilities, and skills

Preferred qualifications, capabilities, and skills