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Lead Wealth Planning Strategist HNW Clients
Job in
Tulsa, Tulsa County, Oklahoma, 74145, USA
Listed on 2026-07-10
Listing for:
711 MS Smith Barney, LLC
Full Time
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Morgan Stanley in Tulsa seeks a Financial Planning Director to partner with Financial Advisors and deliver advanced planning for high-net-worth clients. You will oversee tax mitigation, charitable giving, trust and estate planning, and equity compensation to elevate client engagement.
You will coach advisors, lead client conversations, monitor planning metrics, and stay current on tax and estate regulations. Requires CFP, a Bachelor's, 5+ years' experience, and planning tool proficiency.
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