Morgan Stanley
Knoxville, Tennessee
Investment Consultant, Estate Planning Specialist
Job details
- Location
- Knoxville, Tennessee
- Work type
- Onsite
- Posted
- Apr 20, 2026
- Apply on
- ms.wd5.myworkdayjobs.com
About this role
Estate planning experience, wealth management knowledge, strong communication and coaching skills, Series 7/63/65 or 7/66 exams, travel as needed.
What you'll do at Morgan Stanley:
- assisting planning
- modeling cash flow
- planning coordination
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