Estate Planning Strategist, Vice President jobs in United States
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Morgan Stanley · 2 weeks ago

Estate Planning Strategist, Vice President

positionLos Angeles, CA
timeFull-time
remoteOnsite
seniorityMid, Senior Level
money$110K/yr - $190K/yr

Morgan Stanley is a leading financial services firm that has been committed to excellence for over 89 years. The Estate Planning Strategist will work with senior strategists and investment professionals to provide clients with objective estate, gift, and income tax planning analyses, while building strong relationships with ultra-high net worth clients.

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

U.S. estate planningTax planning strategiesTrustsEstates experienceSeries 7Series 66Income tax backgroundPresentation skillsCollaboration skillsRelationship building

Required

J.D. minimum required
Prior trusts and estates experience with a law or accounting firm
Strong knowledge of U.S. estate planning and tax planning strategies
Income tax background as related to estate planning strategies
Series 7 and 66 required (can be obtained post-hire)

Preferred

Accounting degree helpful
Executive compensation background helpful
Retirement planning background helpful

Benefits

Some of the most attractive and comprehensive employee benefits and perks in the industry

Company

Morgan Stanley

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Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
dateFounded in 1935
location
New York, New York, USA
people-size10001+ employees
web-link
http://www.morganstanley.com

Funding

Current Stage
Public Company
Total Funding
unknown
1997-02-05IPO

Leadership Team

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James Gorman
Chairman and CEO
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Wei Christianson
Co-CEO Asia Pacific
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