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Morgan Stanley

Senior Financial Planning Director - Southeast Wealth Strategy

washington, DC

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About this opportunity

Morgan Stanley lists this Senior Financial Planning Director - Southeast Wealth Strategy opportunity in washington, District of Columbia. Review the employer’s description below for duties, qualifications and application requirements.

Job description

Morgan Stanley is hiring a Financial Planning Director based in Washington, DC, to partner with Financial Advisors and deliver tailored financial planning for high-net-worth clients. This role demands deep expertise in tax mitigation, estate planning, and risk management.

The ideal candidate will have a Bachelor's degree, CFP certification, and at least five years of relevant experience. Benefits include comprehensive health coverage, retirement plans, and opportunities for professional development.

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Worksite address

washington, DC, 20022, US

Who can apply

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