Estate Planning Consultant jobs in Pennsylvania
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
- Jobot
-
Berwyn, PA
FULL_TIME
-
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Job details
Great boutique investment firm!
This Jobot Job is hosted by Ethan Goldman
Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.
Salary $70,000 - $115,000 per year
A Bit About Us
Our client is a boutique investment firm in Berwyn PA. They focus in 4 main areas- Investments, Financial Advisory, Business Succession, and Estate Planning.
Why join us?
401K
401K Match
Dental insurance
Health insurance
Paid time off
Vision insurance
Job Details
Responsibilities- Provide expert legal advice to clients on all aspects of estate planning, including wills, trusts, power of attorney, and living wills.
- Draft, review, and revise estate planning documents to ensure they are legally sound and meet the client's needs and wishes.
- Assist clients with wealth preservation planning, including advising on tax implications and strategies to protect and grow their wealth.
- Manage probate and trust administration processes, including preparing and filing necessary documents, representing clients in court, and resolving any disputes or issues that arise.
- Stay up-to-date with changes in tax and estate planning laws and regulations to ensure clients' plans remain compliant and effective.
- Build strong relationships with clients, providing exceptional customer service and working to understand their unique needs and goals.
- Collaborate with other members of the legal team to develop and implement comprehensive estate planning strategies.
- Juris Doctor (JD) degree from an accredited law school.
- A minimum of 2 years of experience as an estate planning attorney.
- Experience with Tax Law
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- 3 Days Ago
Estate Planning Attorney
- Morgan Wentworth, LLC
-
Doylestown, PA
FULL_TIME
- Well-respected Doylestown Law Firm is seeking an experienced attorney for its family wealth planning practiceRequirements:Tax, Trusts and Estates experienceEstate Planning Transactional - Business and...
- 5 Days Ago
ESTATE PLANNING PARALEGAL
- Knox McLaughlin Gornall & Sennett
-
Erie, PA
FULL_TIME
- Knox McLaughlin Gornall & Sennett, P.C. is seeking a full-time employee to perform a variety of paralegal and administrative duties. The successful candidate will have the general responsibility for a...
- Just Posted
Estate Planning Attorney
- Taylor Root
-
West Chester, PA
FULL_TIME
- Midsize Law Firm in West Chester seeking an Estate Planning Attorney to join their growing team! Great benefits and team culture!Details:Compensation: $100,000 - $180,000 base salaryProfit Sharing on ...
- Just Posted
Estate Planning Attorney
- Career Development Advisors
-
Philadelphia, PA
FULL_TIME
- Are you just getting started in your legal career?Perhaps you're looking for a shift to more of a people-centered practice?Have you dabbled in basic estate planning and want to learn more?Welcome to t...
- 1 Day Ago
Estate Planning Attorney
- BCG Attorney Search
-
Paoli, PA
FULL_TIME
- Practice Area: Trusts and Estates - General,Estate & Tax Planning, Job Type: Attorney,Firm Type: Law Firm, Experience: 3 Years, A law firm is seeking an Estate Planning Attorney in Paoli, PA.Job Overv...
- 10 Days Ago
Estate Planning Consultant jobs at Popular Companies
Estate Planner
- Gpac
-
Los Angeles, CA
- A prestigious boutique law firm seeks an exceptional Attorney with extensive experience in Estate Planning. We're curren...
- 6/10/2024 12:00:00 AM
Estate Planner
- Baird
-
Dallas, TX
- Challenge your thinking and build an amazing career with the best people in the financial services industry! Baird's Fin...
- 6/10/2024 12:00:00 AM
Estate Planning Attorney
- Tresp Law, APC
-
- Job Description : Tresp Law, APC, seeks to add an Estate Planning Attorney with three to five years of demonstrable expe...
- 6/9/2024 12:00:00 AM
Community Sales Director
- Atria Senior Living
-
Carmichael, CA
- Responsibilities The Community Sales Director ("CSD") is responsible for achieving and exceeding the community's monthly...
- 6/9/2024 12:00:00 AM
Community Sales Director
- Atria Senior Living - El Camino Gardens
-
Carmichael, CA
- Overview: We create communities where employees thrive in their work, helping our residents thrive in their homes. We st...
- 6/9/2024 12:00:00 AM
Certified Financial Planner
- Financial Life Advisors
-
San Antonio, TX
- Financial Life Advisors (FLA) provides our clients with exceptional experiences where they receive customized ongoing gu...
- 6/8/2024 12:00:00 AM
Director of Sales
- Atria Senior Living
-
Carrollton, TX
- Responsibilities The Community Sales Director ("CSD") is responsible for achieving and exceeding the community's monthly...
- 6/8/2024 12:00:00 AM
Tax Manager Public Accounting
- Sable Group LLC
-
Beachwood, OH
- Job Description Job Description A boutique tax and accounting firm on the east side of Cleveland is looking for a self-s...
- 6/7/2024 12:00:00 AM
About Pennsylvania
Pennsylvania (/ˌpɛnsɪlˈveɪniə/ (listen) PEN-sil-VAY-nee-ə), officially the Commonwealth of Pennsylvania, is a state located in the northeastern and Mid-Atlantic regions of the United States. The Appalachian Mountains run through its middle. The Commonwealth is bordered by Delaware to the southeast, Maryland to the south, West Virginia to the southwest, Ohio to the west, Lake Erie and the Canadian province of Ontario to the northwest, New York to the north, and New Jersey to the east.
Pennsylvania is the 33rd-largest state by area, and the 6th-most populous state according to the most recent of...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$99,192 to $144,161
Most Popular Cities in Pennsylvania for Estate Planning Consultant Jobs
What does an Estate Planning Consultant do?
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