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E*TRADE from Morgan Stanley · 1 month ago

Estate Planning Strategist, Vice President

San Francisco, California, United States of America

Full-time

Onsite

Senior Level

$110K/yr - $190K/yr

E*TRADE from Morgan Stanley is seeking an Estate Planning Strategist to work with senior strategists and investment professionals. The role focuses on providing objective information and analyses related to estate, gift, and income tax planning for ultra-high net worth clients.

BankingFinanceFinancial Services

Responsibilities

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

Qualification

U.S. estate planningTax planning strategiesTrustsEstates experienceIncome tax backgroundSeries 7Analytical skillsPresentation skillsCollaboration skills