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.
#J-18808-LjbffrExecutive Estate Planning Director for UHNW Wealth in town of islip at Unknown Company
This position is listed as full time and onsite.