Estate Planning Strategist, Executive Director

Morgan Stanley

Purchase, NY, United States
Base: 150,000 - 250,000 py; bonus/equity: not spec...
Estate and tax planning expertise
Ability to travel for client meetings
Experience with ultra high net worth clients
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services

Job Summary

  • Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.
  • The role involves working closely with Financial Advisors to build relationships with ultra high net worth clients and prospects.
  • Employees are supported and empowered in an environment that values integrity, excellence, and strong team ethic.

Matching Summary

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.

Salary

Base: 150,000 - 250,000 per year; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Estate and tax planning expertise
  • Ability to travel for client meetings
  • Experience with ultra high net worth clients

Nice-to-have

  • Strong team collaboration skills
  • Creative problem-solving abilities
  • Commitment to diversity and inclusion

Key Requirements

  • Bachelor's degree required
  • J.D. required
  • Significant prior trusts and estates experience

Work Rights

Not specified

Tailored Resume

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