Vice President, Financial Planning Director
Morgan Stanley · mumbai, India
financial planningwealth managementtax strategiesestate planningrisk managementclient engagementexperienced
Job Description
The Financial Planning Director partners with Financial Advisors to deliver personalized financial plans for high-net-worth clients. This role involves providing expertise in tax mitigation, estate planning, and risk management. The FPD will lead client-facing planning conversations and contribute to Financial Advisor development through workshops and mentoring.
Qualifications
Bachelor’s degree required, Certified Financial Planner CFP® designation required, 5+ years of experience delivering financial plans or wealth strategies to high-net worth clients.
Skills Required
- financial planning
- wealth management
- tax strategies
- estate planning
- risk management
- client engagement
Location
City: mumbai · Country: India