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Job description
Estate Planning Strategist, Vice President
Responsibilities and Skills
To work with senior estate planning strategists and teams of investment professionals to provide to clients and prospective clients objective information and analyses focusing on estate, gift and income tax planning.
More specifically:
Working closely with senior estate planning strategists and financial advisors to build relationships with ultra-high net worth clients and prospective clients relating to estate and tax planning
Review, summarize and critique existing and/or proposed new estate planning documents
Simplify complex legal topics, analyses and/or structures into comprehensible terms
Compare and contrast estate planning alternatives, including gifting, leveraged gifting, insurance planning and philanthropic structures
Prepare presentation materials including power point/or other graphical summaries of documents and various strategies
Working with team analysts to prepare and deliver financial planning analyses
Collaborate with clients’ attorneys and accountants in the implementation of the clients’ estate, income tax and financial plans
Understand investment structures and how they might or might not be appropriate for various estate planning entities
Understand MS trustee services, insurance and similar third-party platforms and products
Keep abreast of and educate financial advisors regarding changes in the law and developing legal trends
Technical Requirements
J.D. minimum required; accounting degree helpful
Minimum of 5 years of experience
Prior trusts and estates experience with a law or accounting firm
Strong knowledge of U.S. estate planning and tax planning strategies
Income tax background as related to estate planning strategies
Executive compensation, retirement and financial planning background helpful
Series 7 and 66 required (can be obtained post-hire)
Expected base pay rates for the role will be between 110,000 and 190,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
For more information, please visit:
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Worksite address
atlanta, GA, 30383, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.