Investment Consultant, Estate Planning Specialist

POSITION SUMMARY:
The Estate Planning specialist is responsible for assisting with customized wealth planning strategies for clients and prospects of the team they join. He or she will work closely with the Advanced Resources Center to develop and deliver comprehensive and integrated planning across a wide array of customized solutions and recommendations including:
DUTIES and RESPONSIBILITIES:
. 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
Such coordination may involve other key areas of the firm including, but not limited to, trust, insurance, lending, retirement planning services, restricted and controlled securities, alternative investments and asset management in the overall client planning process.
Education and/or Experience
. 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
REPORTS TO:
. Branch Manager and dotted line to the Assistant Complex Manager

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

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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.

Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.

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