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Job description
Position Summary
Estate Planning Specialist. Responsible for assisting with customized wealth planning strategies for clients and prospects of the team, working closely with the Advanced Resources Center to develop and deliver comprehensive and integrated planning across a wide array of customized solutions and recommendations.
Duties and Responsibilities
Cash flow modeling and liquidity management
Estate, gift, and generation skipping tax planning
Income tax planning
Retirement and educational tax planning
Business succession planning
Philanthropic planning
Asset protection and risk management
Trust planning
Executive compensation and benefits
Family governance and dynamics
Family wealth education
Education and Experience
Advanced degree with a focus in trust and estate planning for high‑net‑worth individuals preferred
Excellent interpersonal, written, verbal, and communication skills
Strong coaching and presentation skills
Demonstrated commitment to partnership and teamwork, and initiative to proactively identify and address client needs
Strong familiarity with financial services/wealth management industry
Active Series 7, 63 and 65 or Series 7 and 66, or successful completion of Series 7 and Series 66 exams within the time frame provided by applicable company policy
Maintain continuing education requirements with focus on estate and tax planning areas
Travel required as necessary
Reporting To
Directly reports to Branch Manager with dotted line to Assistant Complex Manager.
Equal Opportunity Employer
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background.
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Worksite address
knoxville, TN, 37955, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.