About this opportunity
Morgan-Stanley lists this Executive Estate Planning Director for UHNW Wealth opportunity in town of islip, New York. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Morgan Stanley seeks an experienced trusts and estates professional to advise ultra high net worth clients on estate and tax planning. The role involves collaborating with financial advisors, attorneys, and accountants to implement sophisticated strategies and prepare client presentations.
Travel to meet with clients and advisors nationwide is required. A JD and strong tax and estate planning expertise are essential for this role.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.