Morgan Stanley
Atlanta or Purchase or New York City
Estate Planning Strategist, Vice President
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Apply to Estate Planning Strategist, Vice President at Morgan StanleyJob details
- Location
- Atlanta or Purchase or New York City
- Work type
- Onsite
- Compensation
- $110,000 - $190,000/yr
- Posted
- May 13, 2026
- Apply on
- morganstanley.eightfold.ai
About this role
J.D. required, 5+ years trusts & estates experience preferred, strong U.S. estate and tax planning knowledge, income tax background, Series 7 and 66 required (can be obtained post-hire), ability to prepare presentations and collaborate with advisors and attorneys.
What you'll do at Morgan Stanley:
- building relationships
- reviewing documents
- preparing presentations
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