Executive Financial Planning Director—AI-Driven Wealth Strategy
711 MS Smith Barney, LLC
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 711 MS Smith Barney, LLC
Vacancy posted 11 hours ago
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