Estate Planning Strategist, Vice President

Morgan Stanley

Estate Planning Strategist at Morgan Stanley providing estate, gift, and income tax planning for high-net-worth clients. Collaborating with investment professionals and financial advisors to deliver optimal strategies.

Posted 7/18/2026full-timeMiami • Florida, New York • 🇺🇸 United StatesLead💰 $110,000 - $190,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in U.S. estate planning and tax strategies, with a strong ability to simplify complex legal concepts for ultra-high net worth clients. Collaborates effectively with legal and financial professionals to implement comprehensive estate plans.

Highest-signal resume keywords

J.D. DegreeTrusts And Estates ExperienceU.S. Estate Planning StrategiesSeries 7 CertificationSeries 66 Certification

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Estate PlanningTax PlanningIncome Tax AnalysisFinancial PlanningExecutive Compensation

Soft Skills

Relationship BuildingCommunicationCollaboration

Tools & Technologies

PowerPointGraphical Summaries

Certifications & Qualifications

Series 7Series 66

Industry Keywords

Ultra-High Net Worth ClientsEstate Planning DocumentsInvestment StructuresLegal TrendsFinancial Advisors

About the role

Key responsibilities & impact

Work with senior estate planning strategists and teams of investment professionals
Provide clients with objective information and analyses focusing on estate, gift and income tax planning
Build relationships with ultra-high net worth 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
Prepare presentation materials including power points/or other graphical summaries
Collaborate with clients’ attorneys and accountants in implementation of plans
Understand investment structures and their appropriateness for various estate planning entities
Keep abreast of and educate financial advisors regarding changes in the law and trends

Requirements

What you’ll need

J.D. minimum required; accounting degree helpful
Minimum of 5 years of experience
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)

Benefits

Comp & perks

Comprehensive employee benefits and perks
Support for employees and their families at every point along their work-life journey