About this opportunity
Morgan Stanley lists this Estate Planning Strategist, Vice President opportunity in atlanta, Georgia. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Responsibilities and Skills
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)
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste into your browser.
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.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
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.