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-LjbffrExecutive Financial Planning Director—AI-Driven Wealth Strategy in tempe at Unknown Company
This position is listed as full time and onsite.