Investment Consultant, Estate Planning Specialist

Morgan Stanley • Knoxville, TN

22h • Onsite

About The Position

The Estate Planning specialist is responsible for assisting with customized wealth planning strategies for clients and prospects of the team they join. He or she will work closely with the Advanced Resources Center to develop and deliver comprehensive and integrated planning across a wide array of customized solutions and recommendations. At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. 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. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. 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. Morgan Stanley is dedicated to providing first-class service to our clients, in a way that reflects our commitment to creating a more sustainable future and fostering stronger communities around the world. In each line of business, we strive to demonstrate our belief in the power of transformative thinking, innovative strategies and leading-edge solutions—and in the ability of capital to work for the benefit of all society.

Requirements

• Excellent interpersonal, written, verbal, and communication skills
• Strong coaching and presentation skills
• A demonstrated commitment to both partnership and teamwork, and initiative to proactively identify and address client needs
• Strong familiarity with financial services / wealth management industry
• Active Series 7, 63 and 65 or Series 7 and 66, or successful completion of Series 7 and Series 66 exams within the time frame provided by applicable company policy
• Maintain continuing education requirements with focus on areas including estate and tax planning
• Travel required as necessary

Nice To Haves

• Advanced degree with a focus in trust and estate planning for high net worth individuals preferred

Responsibilities

• Assisting with customized wealth planning strategies for clients and prospects of the team they join
• Working closely with the Advanced Resources Center to develop and deliver comprehensive and integrated planning across a wide array of customized solutions and recommendations including: Cash flow modeling and liquidity management, Estate, gift, and generation skipping tax planning, Income tax planning, Retirement and educational tax planning, Business succession planning, Philanthropic planning, Asset protection and risk management, Trust Planning, Executive compensation and benefits, Family governance and dynamics, Family wealth education
• Coordinating with other key areas of the firm including, but not limited to, trust, insurance, lending, retirement planning services, restricted and controlled securities, alternative investments and asset management in the overall client planning process

Benefits

• Some of the most attractive and comprehensive employee benefits and perks in the industry
• Support for employees and their families at every point along their work-life journey
• Ample opportunity to move about the business

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees