Financial Planning Director, VP
Morgan Stanley
Mundelein, Lake CountyPosted Discovered via the company's careers siteMatch locked
Full-timeAccounting & Finance Jobs
About the role
Job Description \n The Financial Planning Director (FPD) partners with Financial Advisors to deliver a comprehensive and personalized planning experience for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. This strategic role provides expertise across advanced planning topics - including tax mitigation strategies, charitable giving, trust and estate planning, and equity compensation
Not included in the source posting: about the role, what you'll do, qualifications, benefits.
Who can apply
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