Morgan Stanley
Estate Planning Strategist, Vice President
$110K–$190K
Atlanta, Georgia +2 · On-site · Director · Full-time · Posted Aug 7, 2026
- Location
- Atlanta, Georgia
Miami, Florida
Purchase, New York - Experience
- Minimum of 5 years.
- Education
- J.D. minimum required.
About the job
Provides estate, gift, and income tax planning analysis and guidance to ultra-high-net-worth clients and prospective clients, in collaboration with financial advisors and other professionals.
What you'll do
- Review, summarize, and critique estate planning documents; explain complex legal topics and compare planning alternatives.
- Prepare presentation materials and financial planning analyses with strategists, advisors, and analysts.
- Collaborate with clients’ attorneys and accountants on plan implementation and educate financial advisors about legal and regulatory developments.
What they ask for
- J.D.
- Prior trusts and estates experience with a law or accounting firm.
- Strong knowledge of U.S. estate and tax planning strategies, including income tax as it relates to estate planning.
- Series 7 and 66 required; may be obtained post-hire.
Nice to have
- Accounting degree.
- Background in executive compensation, retirement, and financial planning.
Pay
USD 110,000–190,000 per year base salary.
Model-written summary · the original posting is authoritative