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Morgan Stanley

Vice President, Financial Planning Director - Western Region

Reposted 22 Days AgoSaved
In-Office
2 Locations
140K-200K Annually
Senior level
140K-200K Annually
Senior level
Fintech • Financial Services
The Financial Planning Director partners with Financial Advisors to create personalized financial plans for HNW clients, focusing on tax strategies, estate planning, and risk management.
Top Skills: MoneyguideproMorgan Stanley Proprietary Planning Platform
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