Ms
Charlotte, North Carolina
Vice President, Financial Planning Director - Charlotte, NC
Job details
- Location
- Charlotte, North Carolina
- Work type
- Onsite
- Posted
- Apr 24, 2026
- Apply on
- ms.wd5.myworkdayjobs.com
About this role
Bachelor’s degree; CFP designation; 5+ years delivering financial plans to high-net-worth clients; tax/estate planning knowledge; Series 7 and 66 preferred; proficiency with planning platforms.
What you'll do at Ms:
- Partner with Financial Advisors
- Deliver technical guidance
- Lead client conversations
Apply to this Vice President, Financial Planning Director - Charlotte, NC role at Ms with a tailored resume on ApplyBolt.