Investment Consultant, Estate Planning Specialist

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.

• 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
• 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

Directly reports to Branch Manager with dotted line to Assistant Complex Manager.

Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background.