Estate Planning Strategist, Vice President at Morgan Stanley

San Francisco, California, United States -

Full Time

Start Date

Immediate

Expiry Date

10 Mar, 26

Salary

190000.0

Posted On

10 Dec, 25

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Estate Planning, Tax Planning, Financial Analysis, Client Relationship Management, Legal Document Review, Presentation Skills, Collaboration, Investment Structures, Trustee Services, Insurance Planning, Philanthropic Structures, Income Tax Knowledge, Executive Compensation, Retirement Planning, Diversity and Inclusion, Legal Trends

Industry

Financial Services

Description

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 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) 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. 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. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Expected base pay rates for the role will be between 110,000 and 190,000 per year at the commencement of employment. 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.

Responsibilities

The Estate Planning Strategist will work with senior strategists and investment professionals to provide clients with objective information and analyses on estate, gift, and income tax planning. Responsibilities include reviewing estate planning documents, simplifying complex legal topics, and collaborating with clients' attorneys and accountants.