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Job description
Morgan Stanley Wealth Management is seeking a Financial Planning Director to partner with Financial Advisors in delivering personalized planning experiences for high-net-worth clients. You will provide expertise across advanced topics like tax planning, charitable giving, and equity compensation, elevating client engagement and outcomes.
The role involves leadership in client conversations, development of Advisors, and staying current on tax and estate regulations.
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Worksite address
new york, NY, 10261, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.