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Morgan Stanley · 1 month ago

Estate Planning Strategist, Vice President

San Francisco, CA

Full-time

Onsite

Senior Level

$110K/yr - $190K/yr

Morgan Stanley is a leading global financial services firm committed to maintaining high standards of excellence. The Estate Planning Strategist, Vice President will work with senior strategists and investment professionals to provide clients with objective information and analyses focusing on estate, gift, and income tax planning.

Asset ManagementFinanceFinancial ServicesLending

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

J.D.TrustsEstates experienceU.S. estate planning knowledgeSeries 7Income tax backgroundAccounting degreeExecutive compensation knowledgeRetirement planning knowledgeFinancial planning background