Executive Financial Planning Director—AI-Driven Wealth Strategy
Jobleads-US
Morgan Stanley Wealth Management in Tempe, AZ seeks a Financial Planning Director to partner with Financial Advisors on high-net-worth planning. You’ll guide tax, estate, charitable, and equity compensation planning, delivering personalized, scalable plans using MoneyGuidePro and Morgan Stanley tools.
Qualifications include a Bachelor’s degree, CFP designation, 5+ years of experience delivering wealth plans to HNW clients, and active Series 7 and 66.
#J-18808-Ljbffr Jobleads-USVacancy posted 2 days ago
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