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 2021

Real Estate Agent Recruiter
  • Keller Williams Eugene & Springfield
  • Eugene, OR
  • ... consulting real estate agents and business owners. Our ideal applicant has a track record of ... Goal setting, planning and accountability skills * Proactive, positive attitude About Company Who ...
  • yesterday

Trust and Estates Tax Manager
  • Wiss & Company, LLP
  • Florham Park, NJ
  • In this position you will be responsible for providing a combination of sophisticated tax planning, estate planning, consulting and tax compliance services, although the position is more focused on ...
  • yesterday

CFO (Real Estate)
  • Jobot
  • Irvine, CA
  • Lead the finance and accounting team to prepare and maintain regular financial planning reports and ... consultants. * Deliver sound investment, financial, risk management, and regulatory expertise by ...
  • yesterday

Real Estate Development Analyst
  • Wilson Meany
  • San Francisco, CA
  • ... planned development and excels in delivering unique real estate solutions which address regional ... Interface with internal and external parties, such as design consultants, contractors, leasing ...
  • 2 days ago

Vice President of Real Estate
  • SelectLeaders
  • Portland, OR
  • ... Committee Consultants Government officials and agencies Community, Tribal, and cultural ... Integrate planning and budgeting across facilities management, property management and capital ...
  • 3 days ago

Marketing Consultant
  • DivcoWest
  • Menlo Park, CA
  • Company Background Founded in 1993, DivcoWest is a multi-disciplinary real estate investment firm ... Manage event planners and/or vendors has and possess a basic understanding of event contracts, COIs ...
  • 3 days ago

Associate Financial Consultant
  • Charles Schwab Corporation
  • Folsom, CA
  • ... estate planning, active investing, managed banking, and lending needs. To learn more about our ... The Associate Financial Consultant will pursue this mission through: * Proactive outbound calls to ...
  • 3 days ago

Deputy Director, Transit Oriented Development (TOD) & Real Estate Planning
  • Center for Watershed Protection
  • San Carlos, CA
  • The Deputy Director, Transit Oriented Development (TOD) & Real Estate Planning reports to the ... technical consultant/contractor agreements, work plans, budgets, schedules, and contract ...
  • 6 days ago

Income Estimation for Estate Planning Consultant jobs
$91,590 to $133,152