Morgan Stanley Global Investment Office in Charlotte, NC seeks a Financial Planning Director to partner with Financial Advisors and deliver personalized, comprehensive planning for high-net-worth clients. You will leverage MoneyGuidePro and Morgan Stanley planning tools to craft goals-based strategies including tax, estate, and equity compensation considerations.
The role emphasizes collaboration with advisors, leading client conversations, and coaching peers to deepen planning integration and
#J-18808-LjbffrRegional Financial Planning Director, Southeast Growth & Impact in charlotte at Unknown Company
This position is listed as full time and onsite.