Executive Estate Planning Director for UHNW Wealth
morganstanleyCentral Islip, NY
Executive Estate Planning Director for UHNW Wealth
morganstanleyCentral Islip, NY
yesterday
Industries
Trust, Fiduciary, and Custody ActivitiesTrusts, Estates, and Agency AccountsOffices of LawyersAbout the role
Morgan Stanley seeks an experienced trusts and estates professional to advise ultra high net worth clients on estate and tax planning. The role involves collaborating with financial advisors, attorneys, and accountants to implement sophisticated strategies and prepare client presentations.
Travel to meet with clients and advisors nationwide is required. A JD and strong tax and estate planning expertise are essential for this role.
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JOB OVERVIEW
Experience level
Senior
Location
Central Islip, NY
Occupation
Personal Financial Advisors
Industry
Trust, Fiduciary, and Custody Activities
Posted
yesterday
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