Vice President, Financial Planning Director - Southeast Region
Morgan Stanley · charlotte, US
FinanceBanking/Financefinancial planninginvestment strategycash flow analysisclient relationswealth managementtax strategies
The Financial Planning Director at Morgan Stanley provides financial planning advice and analysis to clients, collaborating with Financial Advisors. This role requires expertise in cash flow analysis, investment strategy, and retirement planning. Candidates must possess strong communication skills and a CFP or CPWA designation.