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Morgan Stanley

VP, Strategic Financial Planning — Western Region

Morgan Stanley, Seattle, Washington, us, 98127

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A leading financial services firm is seeking a Financial Planning Director in Seattle, WA. This strategic role involves designing customized financial plans for high-net-worth clients, providing technical guidance, and leading engagements with Financial Advisors. The ideal candidate has a Bachelor's degree, a CFP designation, and over 5 years of experience in wealth strategies. Join a dynamic team committed to excellence and impactful client work that goes beyond basic planning models. #J-18808-Ljbffr