Investment Consultant, Estate Planning Specialist

Morgan Stanley

Not specified
Cash flow modeling and liquidity management
Estate and gift tax planning
Active series 7, 63 and 65 or series 7 and 66
Morgan Stanley is seeking an Investment Consultant specializing in Estate Planning, responsible for developing tailored wealth planning strategies for clients. The ideal candidate will possess advanced knowledge in estate planning, strong communication skills, and relevant financial industry certifications

Job Summary

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

Matching Summary

Match Score: 85

Morgan Stanley is seeking an Investment Consultant specializing in Estate Planning, responsible for developing tailored wealth planning strategies for clients. The ideal candidate will possess advanced knowledge in estate planning, strong communication skills, and relevant financial industry certifications.

Skills & Requirements

Must-have

  • Cash flow modeling and liquidity management
  • Estate and gift tax planning
  • Active Series 7, 63 and 65 or Series 7 and 66

Nice-to-have

  • Strong coaching and presentation skills
  • Commitment to partnership and teamwork
  • Familiarity with financial services industry

Key Requirements

  • Advanced degree in trust and estate planning preferred
  • Continuing education in estate and tax planning

Work Rights

Not specified

Tailored Resume

Cover Letter