Estate Planning Consultant jobs in the United States
Estate Planning Consultant provides estate planning consultation to the agency work force. Develops and conducts any training or educational seminars necessary to guide agents and their clients through the procedural, legal, and financial aspects of their plans. Being an Estate Planning Consultant is responsible for developing and maintaining relationships with professional advisors. Requires a bachelor's degree. Additionally, Estate Planning Consultant typically reports to a manager. Estate Planning Consultant is a specialist on complex technical and business matters. Work is highly independent. May assume a team lead role for the work group. To be an Estate Planning Consultant typically requires 7+ years of related experience. (Copyright 2024 Salary.com)
Recently Added Estate Planning Consultant jobs
Estate Planning Attorney
- The Parents Estate Planning Law Firm, PC
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Acton, MA
FULL_TIME
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Description
Are you an experienced estate planning attorney who wants to make a meaningful impact on the lives of children, parents, and families? Are you eager to work directly with clients, guiding them in creating the right plan that ensures a bright future for their families, even in a potentially dark time? Are you ready to utilize your estate planning knowledge and experience to help prospective new clients understand why estate planning is so important and how easy it can be for them to take that next step?
If this describes you, keep on reading ….
We are looking for an Estate Planning Attorney – someone who shares our passion for estate planning for younger families, cares deeply about making sure that children are protected and cared for by the people their parents want no matter what, is committed to creating an amazing client experience, and has the ability to be a calming and comforting presence for clients during a potentially anxious time.
If you are looking to join a growing firm where you are involved in all phases of planning – from initial client consults to plan design and drafting to signing meetings to educating the community during live events and webinars, we would love to talk with you.
The Parents Estate Planning Law Firm is a fast-growing estate planning law firm in Acton, MA, focused on the unique estate planning needs of both young families and empty nesters. We provide exceptional client service in the areas of kid’s protection planning, wills, trusts, estates, and asset protection.
To be a successful candidate for this position, you will have 3-6 years of experience in creating, drafting, and implementing comprehensive trust-based estate plans, and an interest in stepping out into the community and educating parents about the need for planning.
If this sounds like you, we want to meet you!
Compensation: $125,000 - $140,000 yearly - Just Posted
Estate Planning Associate Attorney
- Estate Planning and Legacy Law Center, PLC
-
Altamonte Springs, FL
FULL_TIME
- About us The Estate Planning and Legacy Law Center, PLC (EPLLC), located in Altamonte Springs, FL, is professional and customer-centric firm dedicated to protecting clients at every stage of life's jo...
- 26 Days Ago
Estate Planning Paralegal
- Santa Barbara Estate Planning & Elder Law
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Santa Barbara, CA
FULL_TIME
- Santa Barbara Estate Planning & Elder Law is a growing boutique law firm specializing in preparing for life’s events. We are headquartered in Santa Barbara, CA serving clients throughout California. W...
- 5 Days Ago
Estate Planning Associate
- The Parents Estate Planning Law Firm, PC
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Acton, MA
FULL_TIME
- Description Are you an experienced estate planning attorney who wants to make a meaningful impact on the lives of children, parents, and families? Are you eager to work directly with clients, guiding ...
- 2 Months Ago
Experienced Estate Planning Attorney
- GA Estate Planning & Probate by Ceron and Hoipkemier, Attorneys at Law, LLC
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Atlanta, GA
FULL_TIME
- Job Title: Experienced Estate Planning Attorney Company Name: GA Estate Planning & Probate Location: Sandy Springs, GA About Us:GA Estate Planning & Probate is a boutique firm specializing in all area...
- 13 Days Ago
Estate Planning Associate Attorney
- Planning With Purpose, Inc
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Lynnwood, WA
FULL_TIME
- We are an estate planning firm. "Estate Planning" deals with much more than just wills or trusts, although that is the main area of practice. EP also means we deal with a lot of business interests, re...
- 6 Days Ago
Estate Planning Consultant jobs at Popular Companies
Senior SBA Closer/Commercial Real Estate Admin
- US Bank
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Columbus, OH
- At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarte...
- 6/1/2024 12:00:00 AM
SBA Closer/Commercial Real Estate Admin
- US Bank
-
Columbus, OH
- At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarte...
- 6/1/2024 12:00:00 AM
Vice President, Corporate Strategy
- Abercrombie and Fitch Co.
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Columbus, OH
- Company Description Job Description The Vice President of Corporate Strategy will lead a high-profile Corporate Strategy...
- 6/1/2024 12:00:00 AM
Right of Way Agent
- Experis
-
New Albany, OH
- Our client, an electric utility company is seeking a Trans Right of Way Agent to join their team. The ideal candidate wi...
- 5/31/2024 12:00:00 AM
Director, Development/Construction
- Cologix
-
Columbus, OH
- About the Position: The Director, Development/Construction is primarily responsible for leading and managing constructio...
- 5/31/2024 12:00:00 AM
Valuation Specialist
- Colliers International
-
Columbus, OH
- Make your next move an expert one. At Colliers it's not our success that sets us apart, it's how we achieve it. Our peop...
- 5/30/2024 12:00:00 AM
Corporate & Franchise Real Estate Development Director (US)
- The Wendy's Company
-
Dublin, OH
- Overview: When our square shaped burgers made their first sizzle on the scene more than 50 years ago, people knew our ap...
- 5/29/2024 12:00:00 AM
Senior SBA Closer/Commercial Real Estate Admin
- U.S. Bank
-
Columbus, OH
- At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarte...
- 5/28/2024 12:00:00 AM
Income Estimation for Estate Planning Consultant jobs
$99,174 to $144,136