Investment Consultant, Estate Planning Specialist

Morgan Stanley UK

Not specified (assumed to be on-site or hybrid based on the nature of the role).
Cash flow modeling
Estate and gift tax planning
Active series 7 and 66 exams
Morgan Stanley UK is seeking an Investment Consultant specializing in Estate Planning to assist in customized wealth planning strategies for high-net-worth clients. The role requires strong interpersonal skills, familiarity with financial services, and relevant certifications, while offering a collaborative work environment and comprehensive benefits

Job Summary

  • The Estate Planning specialist assists with customized wealth planning strategies for clients.
  • The role involves collaboration with various key areas of the firm for comprehensive planning.
  • Morgan Stanley offers a supportive environment with opportunities for growth and development.

Matching Summary

Match Score: 85

Morgan Stanley UK is seeking an Investment Consultant specializing in Estate Planning to assist in customized wealth planning strategies for high-net-worth clients. The role requires strong interpersonal skills, familiarity with financial services, and relevant certifications, while offering a collaborative work environment and comprehensive benefits.

Skills & Requirements

Must-have

  • Cash flow modeling
  • Estate and gift tax planning
  • Active Series 7 and 66 exams

Nice-to-have

  • Strong coaching and presentation skills
  • Commitment to teamwork and partnership
  • Familiarity with wealth management industry

Key Requirements

  • Advanced degree in trust and estate planning
  • Excellent communication skills
  • Continuing education in estate and tax planning

Work Rights

Not specified

Tailored Resume

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