Morgan Stanley
VP, Strategic Financial Planning — Western Region
Morgan Stanley, Seattle, Washington, us, 98127
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.
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