About this opportunity
711 MS Smith Barney, LLC lists this Executive Director, Estate Planning & Tax Strategy opportunity in town/village of harrison, New York. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Morgan Stanley is seeking a lawyer-advisor with strong estate and tax planning expertise to support high-net-worth clients. The role involves simplifying complex legal topics, collaborating with Financial Advisors, and coordinating with clients’ attorneys and accountants.
Travel is required to meet with clients and advisors. Qualified candidates will have a JD, substantial trusts/estates experience, and relevant securities licenses.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.