Senior Financial Planning Director (HNW/UHNW)
Morgan Stanley
Morgan Stanley is seeking a Financial Planning Director in Charlotte, NC, to deliver comprehensive financial planning for high-net-worth clients. The role involves partnering with Financial Advisors, providing advanced guidance on tax and estate strategies, and leading client conversations. Candidates must have a Bachelor's degree, CFP® designation, and 5+ years of relevant experience. The position offers opportunities for professional development and a tech-enabled planning environment, collaborating with top advisors in the industry. #J-18808-Ljbffr
Vacancy posted 2 days ago
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