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Senior Wealth Planning Director for HNW/UHNW
Job in
Tulsa, Tulsa County, Oklahoma, 74145, USA
Listed on 2026-07-16
Listing for:
PowerToFly
Full Time
position Listed on 2026-07-16
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Morgan Stanley Wealth Management seeks a Financial Planning Director to partner with Financial Advisors in delivering a comprehensive planning experience for high-net-worth clients. You will provide expertise across tax mitigation, estate planning, and equity compensation while elevating client engagement.
You will lead planning conversations, coach advisors, and contribute to firm-wide planning initiatives using advanced tools and analytics.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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