Financial Planning Director – Various Locations (see description)
- Employer
- Morgan Stanley
- Location
- Various Locations (see description)
- Salary
- N/A
- Closing date
- Dec 16, 2021
View more
- Job Role
- Wealth Management
- Employment Type
- Full Time
- Level
- Experienced
- Experience Level
- 5 to 9 years
- CFP® Certification
- Required
Job Details
The Morgan Stanley Financial Planning Director position offers a unique opportunity to work in a local office directly with Financial Advisors to provide financial planning advice and analysis to the firm’s clients. This challenging role enables the Financial Planning Director to provide in-depth insight into the nuances of wealth planning and the innovative planning tools and resources that advisors utilize to deliver holistic advice to clients. As a Financial Planning Director, you will leverage your CFP or CPWA designation, as well as, relevant industry experience and expertise to assist advisors and their clients to clarify their long-term objectives and take the steps necessary to reach their goals.
Open Locations (subject to change):
- Newport Beach, CA – APPLY HERE: https://ms.taleo.net/careersection/2/jobdetail.ftl?job=3192559
- Chicago, IL – APPLY HERE: https://ms.taleo.net/careersection/2/jobdetail.ftl?job=3162214
- Allentown, PA – APPLY HERE: https://ms.taleo.net/careersection/2/jobdetail.ftl?job=3162215
- Scottsdale, AZ – APPLY HERE: https://ms.taleo.net/careersection/2/jobdetail.ftl?job=3192560
- Boston, MA – APPLY HERE: https://ms.taleo.net/careersection/2/jobdetail.ftl?job=3180136
- Indianapolis, IN – APPLY HERE: https://ms.taleo.net/careersection/2/jobdetail.ftl?job=3192561
Company
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management, and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, achieve, and grow. A philosophy that balances personal lifestyles, perspectives, and needs is an important part of our culture.
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