Senior Financial Planning Director, Multigenerational Wealth
Morgan Stanley
Morgan-Stanley is seeking a Financial Planning Director in Charlotte, NC to partner with Financial Advisors in delivering tailored financial plans for high-net-worth clients. In this role, you will provide expertise in tax mitigation, estate planning, and wealth transfer strategies. Successful candidates will have a Bachelor's degree, CFP certification, and robust experience in financial planning. Join us to elevate client engagement and support a strategic approach to wealth management. #J-18808-Ljbffr
Vacancy posted 13 hours ago
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