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1264 vice president financial planning director jobs found

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Full time  (37) Contractor  (1)
MS
May 10, 2025
Vice President, Financial Planning Director - Multiple Locations
Morgan Stanley NY, USA
Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement and trust services. The Morgan Stanley Financial Planning Director position offers a unique opportunity to work in a local office directly with Financial Advisors to provide financial planning advice and analysis to the firm's clients. This challenging role enables the Financial Planning Director to provide in-depth insight into the nuances of wealth planning and the innovative planning tools and resources that advisors utilize to deliver holistic advice to clients. As a Financial Planning Director, you will leverage your CFP or CPWA designation, as well as, relevant industry experience and expertise to assist advisors and their clients to clarify their long-term...
MS
May 03, 2025
Vice President, Financial Planning Director - Raleigh, NC
Morgan Stanley Raleigh, NC, USA
Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses, and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement and trust services. The Morgan Stanley Financial Planning Director position offers a unique opportunity to work in a local office directly with Financial Advisors to provide financial planning advice and analysis to the firm's clients. This challenging role enables the Financial Planning Director to provide in-depth insight into the nuances of wealth planning and the innovative planning tools and resources that advisors utilize to deliver holistic advice to clients. As a Financial Planning Director, you will leverage your CFP or CPWA designation, as well as, relevant industry experience and expertise to assist advisors and their clients to clarify their...
MS
Mar 30, 2025
Vice President, Financial Planning Director - Wellesley, MA
Morgan Stanley Wellesley, MA, USA
Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses, and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement and trust services. The Morgan Stanley Financial Planning Director position offers a unique opportunity to work in a local office directly with Financial Advisors to provide financial planning advice and analysis to the firm's clients. This challenging role enables the Financial Planning Director to provide in-depth insight into the nuances of wealth planning and the innovative planning tools and resources that advisors utilize to deliver holistic advice to clients. As a Financial Planning Director, you will leverage your CFP or CPWA designation, as well as, relevant industry experience and expertise to assist advisors and their clients to clarify their...
MS
Mar 30, 2025
Vice President, Financial Planning Director - Cleveland, Ohio
Morgan Stanley Cleveland, OH, USA
Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses, and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement and trust services. The Morgan Stanley Financial Planning Director position offers a unique opportunity to work in a local office directly with Financial Advisors to provide financial planning advice and analysis to the firm's clients. This challenging role enables the Financial Planning Director to provide in-depth insight into the nuances of wealth planning and the innovative planning tools and resources that advisors utilize to deliver holistic advice to clients. As a Financial Planning Director, you will leverage your CFP or CPWA designation, as well as, relevant industry experience and expertise to assist advisors and their clients to clarify their...
MS
Mar 30, 2025
Vice President, Financial Planning Director (Richmond, VA)
Morgan Stanley Richmond, VA, USA
Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses, and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement and trust services. The Morgan Stanley Financial Planning Director position offers a unique opportunity to work in a local office directly with Financial Advisors to provide financial planning advice and analysis to the firm's clients. This challenging role enables the Financial Planning Director to provide in-depth insight into the nuances of wealth planning and the innovative planning tools and resources that advisors utilize to deliver holistic advice to clients. As a Financial Planning Director, you will leverage your CFP or CPWA designation, as well as, relevant industry experience and expertise to assist advisors and their clients to clarify their...
MS
Mar 30, 2025
Vice President, Financial Planning Director - Private Wealth Management (San Francisco, CA)
Morgan Stanley San Francisco, CA, USA
Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement and trust services. The Morgan Stanley Financial Planning Director position offers a unique opportunity to work in a local office directly with Financial Advisors to provide financial planning advice and analysis to the firm's clients. This challenging role enables the Financial Planning Director to provide in-depth insight into the nuances of wealth planning and the innovative planning tools and resources that advisors utilize to deliver holistic advice to clients. As a Financial Planning Director, you will leverage your CFP or CPWA designation, as well as, relevant industry experience and expertise to assist advisors and their clients to clarify their long-term...
MS
Mar 30, 2025
Vice President, Financial Planning Director - Allentown, PA
Morgan Stanley Allentown, PA, USA
Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses, and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement and trust services. The Morgan Stanley Financial Planning Director position offers a unique opportunity to work in a local office directly with Financial Advisors to provide financial planning advice and analysis to the firm's clients. This challenging role enables the Financial Planning Director to provide in-depth insight into the nuances of wealth planning and the innovative planning tools and resources that advisors utilize to deliver holistic advice to clients. As a Financial Planning Director, you will leverage your CFP or CPWA designation, as well as, relevant industry experience and expertise to assist advisors and their clients to clarify their...
MS
Mar 29, 2025
Vice President, Financial Planning Director (Walnut Creek, CA)
Morgan Stanley Walnut Creek, CA, USA
Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement and trust services. The Morgan Stanley Financial Planning Director position offers a unique opportunity to work in a local office directly with Financial Advisors to provide financial planning advice and analysis to the firm's clients. This challenging role enables the Financial Planning Director to provide in-depth insight into the nuances of wealth planning and the innovative planning tools and resources that advisors utilize to deliver holistic advice to clients. As a Financial Planning Director, you will leverage your CFP or CPWA designation, as well as, relevant industry experience and expertise to assist advisors and their clients to clarify their long-term...
MS
Mar 29, 2025
Vice President, Financial Planning Director (Scottsdale, AZ)
Morgan Stanley Scottsdale, AZ, USA
Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement and trust services. The Morgan Stanley Financial Planning Director position offers a unique opportunity to work in a local office directly with Financial Advisors to provide financial planning advice and analysis to the firm's clients. This challenging role enables the Financial Planning Director to provide in-depth insight into the nuances of wealth planning and the innovative planning tools and resources that advisors utilize to deliver holistic advice to clients. As a Financial Planning Director, you will leverage your CFP or CPWA designation, as well as, relevant industry experience and expertise to assist advisors and their clients to clarify their long-term...
MS
Mar 28, 2025
Vice President, Financial Planning Director - Greater Georgia (Atlanta)
Morgan Stanley USA
Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement and trust services. The Morgan Stanley Financial Planning Director position offers a unique opportunity to work in a local office directly with Financial Advisors to provide financial planning advice and analysis to the firm's clients. This challenging role enables the Financial Planning Director to provide in-depth insight into the nuances of wealth planning and the innovative planning tools and resources that advisors utilize to deliver holistic advice to clients. As a Financial Planning Director, you will leverage your CFP or CPWA designation, as well as, relevant industry experience and expertise to assist advisors and their clients to clarify their long-term...
MS
Mar 28, 2025
Vice President, Financial Planning Director (Tulsa, OK)
Morgan Stanley Tulsa, OK, USA
Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses, and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement and trust services. The Morgan Stanley Financial Planning Director position offers a unique opportunity to work in a local office directly with Financial Advisors to provide financial planning advice and analysis to the firm's clients. This challenging role enables the Financial Planning Director to provide in-depth insight into the nuances of wealth planning and the innovative planning tools and resources that advisors utilize to deliver holistic advice to clients. As a Financial Planning Director, you will leverage your CFP or CPWA designation, as well as, relevant industry experience and expertise to assist advisors and their clients to clarify their...
MS
Mar 28, 2025
Vice President, Financial Planning Director - Miami, FL (Bilingual, Spanish)
Morgan Stanley Miami, FL, USA
Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement and trust services. The Morgan Stanley Financial Planning Director position offers a unique opportunity to work in a local office directly with Financial Advisors to provide financial planning advice and analysis to the firm's clients. This challenging role enables the Financial Planning Director to provide in-depth insight into the nuances of wealth planning and the innovative planning tools and resources that advisors utilize to deliver holistic advice to clients. As a Financial Planning Director, you will leverage your CFP or CPWA designation, as well as, relevant industry experience and expertise to assist advisors and their clients to clarify their long-term...
MS
Mar 09, 2025
Vice President, Financial Planning Director (Colchester, VT)
Morgan Stanley Colchester, VT, USA
Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement and trust services. The Morgan Stanley Financial Planning Director position offers a unique opportunity to work in a local office directly with Financial Advisors to provide financial planning advice and analysis to the firm's clients. This challenging role enables the Financial Planning Director to provide in-depth insight into the nuances of wealth planning and the innovative planning tools and resources that advisors utilize to deliver holistic advice to clients. As a Financial Planning Director, you will leverage your CFP or CPWA designation, as well as, relevant industry experience and expertise to assist advisors and their clients to clarify their long-term...
MS
Mar 30, 2025
Vice President, Financial Planning Director - San Diego, CA
Morgan Stanley USA
Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement and trust services. The Morgan Stanley Financial Planning Director position offers a unique opportunity to work in a local office directly with Financial Advisors to provide financial planning advice and analysis to the firm's clients. This challenging role enables the Financial Planning Director to provide in-depth insight into the nuances of wealth planning and the innovative planning tools and resources that advisors utilize to deliver holistic advice to clients. As a Financial Planning Director, you will leverage your CFP or CPWA designation, as well as, relevant industry experience and expertise to assist advisors and their clients to clarify their long-term...
MS
May 18, 2025
Vice President/Director, Financial Planning & Analysis
MicroStrategy Tysons, VA, USA
Company Description Strategy (Nasdaq: MSTR) is at the forefront of transforming organizations into intelligent enterprises through data-driven innovation. We don't just follow trends-we set them and drive change. As a market leader in enterprise analytics and mobility software, we've pioneered the BI and analytics space, empowering people to make better decisions and revolutionizing how businesses operate. But that's not all. Strategy is also leading a groundbreaking shift in how companies approach their treasury reserve strategy, boldly adopting Bitcoin as a key asset. This visionary move is reshaping the financial landscape and solidifying our position as a forward-thinking, innovative force in the market. Four years after adopting the Bitcoin Standard, Strategy's stock has outperformed every company in the S&P 500. Our people are the core of our success. At Strategy, you'll join a team of smart, creative minds working on dynamic projects with cutting-edge technologies....
MO
May 18, 2025
Vice President of Orchestra and Production
Minnesota Orchestra Minneapolis, MN, USA
Job Type Full-time Description Department: Orchestra Operations Reports To: President and CEO Classification: Exempt Status: Regular, Full-time Direct Reports: 10 direct reports; 3 in-direct reports Salary Range: $150,000 - $175,000 Position Summary: The Vice President of Orchestra and Production (VPOP) is an executive leadership role responsible for overseeing orchestra management and concert operations of the Minnesota Orchestra, guided by the MOA's vision, values, and strategic plan. As a member of the senior management team, the position reports to the President and CEO and ensures operational and production implementation of concert experiences for audiences at Orchestra Hall, in the community, and throughout the region. The VPOP manages a team of five full-time staff, three librarians, and five stage crew and collaborates closely with the Music Director, Orchestra leadership, and the entire senior management team to support artistic excellence while...
RS
May 18, 2025
Vice President, Marketing
Russell Stover Kansas City, KS, USA
At Russell Stover Chocolates, not only do we love eating chocolate, but we love our jobs making others happy with our delicious chocolate products! Every day we go to work exhibiting our values of excellence, innovation, entrepreneurship, responsibility, and collaboration. Working at Russell Stover you'll be an important part of the leading manufacturer of seasonal and sugar-free chocolates. For over 100 years, Russell Stover Chocolates, Whitman's, and Pangburn's have been crafted with the finest ingredients to bring happiness to generations. Join our team and let's continue making chocolate lovers happy! A day in the life... Reporting to the Chief Executive Officer, Russell Stover Chocolates is looking for a Vice President to lead the Marketing function to drive top-of-mind awareness, trial and repeat across all channels. In this role, you will be responsible for defining and executing brand equity and product innovation activities in a highly dynamic, and exciting Category....
YM
May 18, 2025
Senior Vice President Of Operations
YMCA Newport News, VA, USA
The YMCA of the Virginia Peninsulas is looking for a Cause-Driven Leader with a passion for community impact. Job Description Under the supervision of the Senior Vice President/Chief Administrative and Strategy Officer and in harmony with the mission and purpose of the established policies and goals of the YMCA, the Senior Vice President of Operations is responsible for ensuring successful operational effectiveness and fiscal success for assigned areas. With direct supervision of the Vice President of Operations, Executive Directors for YMCA centers and Wellness, the Senior Vice President of Operations works directly with Center Services departments to ensure successful operations. They will also support assigned Association initiatives, working with multiple departments and teams to ensure successful implementation. Qualifications 1. Bachelor's Degree or equivalent experience preferred. YUSA Organizational Leader Certification (or equivalent) required within two years and must...
MB
May 18, 2025
Credit Risk Audit, Vice President
MUFG Bank, Ltd. Tampa, FL, USA
Do you want your voice heard and your actions to count? Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world. With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career. Join MUFG, where being inspired is expected and making a meaningful impact is rewarded. The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more...
MU
May 17, 2025
Full time
UNIV - Executive Vice President - Finance and Operations
Medical University of South Carolina Charleston, SC, USA
Job Description Summary The Medical University of South Carolina seeks a dynamic and forward-thinking academic leader to serve as its next Executive Vice President of Finance and Operations. This senior leader has direct responsibility with the university but is expected to interface and help lead across the entire enterprise. The desired candidate will be a dynamic and collaborative leader who is committed and passionate about advancing the mission and vision of MUSC and should have a proven track record of delivering timely results, implementing innovative solutions, developing their team, and working collaboratively across a complex organization and a broad range of community partners. Entity Medical University of South Carolina (MUSC - Univ) Worker Type Employee Worker Sub-Type Unclassified Cost Center CC002421 VP FOR FINANCE AND ADMINISTRATION Pay Rate Type Salary Pay Grade University-00 Pay Range 0.00 - 0.00 - 0.000 Scheduled Weekly Hours 40 Work...
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