Investment Consultant, Estate Planning Specialist

Position Summary

The Estate Planning specialist assists with customized wealth planning strategies for clients and prospects of the team they join. They work closely with the Advanced Resources Center to develop and deliver comprehensive and integrated planning across a wide array of customized solutions and recommendations.

• 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

• 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
• A demonstrated commitment to both 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 areas including estate and tax planning
• Travel required as necessary

• Branch Manager and dotted line to the Assistant Complex Manager

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. For more information, please visit: