Estate Planning Strategist, Vice President
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Job Location:
Laguna Niguel, CA - USA
Monthly Salary:
Not Disclosed
Posted on:
21 hours ago
Vacancies:
1 Vacancy
Job Summary
Estate Planning Strategist Vice President
Responsibilities and Skills
To work with senior estate planning strategists and teams of investment professionals to provide to clients and prospective clients objective information and analyses focusing on estate gift and income tax planning.
More specifically:
Working closely with senior estate planning strategists and financial advisors to build relationships with ultra-high net worth clients and prospective clients relating to estate and tax planning
Review summarize and critique existing and/or proposed new estate planning documents
Simplify complex legal topics analyses and/or structures into comprehensible terms
Compare and contrast estate planning alternatives including gifting leveraged gifting insurance planning and philanthropic structures
Prepare presentation materials including power point/or other graphical summaries of documents and various strategies
Working with team analysts to prepare and deliver financial planning analyses
Collaborate with clients attorneys and accountants in the implementation of the clients estate income tax and financial plans
Understand investment structures and how they might or might not be appropriate for various estate planning entities
Understand MS trustee services insurance and similar third-party platforms and products
Keep abreast of and educate financial advisors regarding changes in the law and developing legal trends
Technical Requirements
J.D. minimum required; accounting degree helpful
Prior trusts and estates experience with a law or accounting firm
Strong knowledge of U.S. estate planning and tax planning strategies
Income tax background as related to estate planning strategies
Executive compensation retirement and financial planning background helpful
Series 7 and 66 required (can be obtained post-hire)
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 thats differentiated and weve 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 - arent just beliefs they guide the decisions we make every day to do whats best for our clients communities and more than 80000 employees in 1200 offices across 42 countries. At Morgan Stanley youll 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. Theres also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe please copy and paste into your browser.
Expected base pay rates for the role will be between 110000 and 190000 per year at the commencement of employment. However base pay if hired will be determined on an individualized basis and is only part of the total compensation package which depending on the position may also include commission earnings incentive compensation discretionary bonuses other short and long-term incentive packages and other Morgan Stanley sponsored benefit programs.
Morgan Stanleys goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race color religion creed age sex sex stereotype gender gender identity or expression transgender sexual orientation national origin citizenship disability marital and civil partnership/union status pregnancy veteran or military service status genetic information or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Required Experience:
Exec
Key Skills
- Change Management
- Financial Services
- Growing Experience
- Managed Care
- Management Experience
- Analysis Skills
- Senior Leadership
- Performance Management
- Process Management
- Leadership Experience
- negotiation
- Analytics
About Company
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1, ... View more
