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 2022 Salary.com)

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Immigration and Estate Planning Legal Assistant
  • Local Law Office
  • Chicago, IL
  • Seeking a legal assistant to assist Attorney with Immigration cases, Estate Planning cases and ... Answer phone calls, obtain background information from potential clients and schedule consultations
  • 13 hours ago

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Leasing Consultant
  • Indigo Real Estate
  • Auburn, WA
  • Indigo Real Estate is seeking a full-time Leasing Professional to oversee the day to day leasing ... The Leasing Professional is responsible for completing regular market survey reports, planning ...
  • yesterday

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Auto Sales Consultants, Over $100K+ Income Potential, Largest Volume Subaru Dealer in Western Washin
  • Subaru of Puyallup
  • Puyallup, WA
  • ... Estate and Retail have proven success in the automotive industry! Largest Volume Subaru Dealer in ... As an automotive Sales Consultant , your income potential is unlimited! Most of our salespeople in ...
  • 2 days ago

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Senior Manager, Wealth Strategist - Tax, Trust & Estate
  • Charles Schwab
  • Black Diamond, WA
  • ... planning, wealth strategies consulting, complex income, liquidity, risk, and portfolio transition ... As a High-Net-Worth Trust & Estate/Tax Specialist, you will: * Develop and manage strong ...
  • 3 days ago

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Director, Wealth Strategist - Tax, Trust, & Estate
  • Charles Schwab
  • Sun City West, AZ
  • RegularYour Opportunity Specialty Wealth Consulting (SWC) is a fast-growing business unit within ... We deliver sophisticated advice and planning focused on the client, the client's family, and their ...
  • 3 days ago

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Real Estate Agents for Vacation Sales - $10k incentive, start 10/17
  • Holiday Inn Club Vacations
  • Scottsdale, AZ
  • The Sales Consultant will advise clients on how being a HCV owner will provide added value to their ... Succession Planning * Free ClubGo Points awarded yearly to all employees - Encouraged travel ...
  • 3 days ago

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Construction Executive
  • Specialty Consultants Inc.
  • San Ramon, CA
  • SCI, the leading executive search firm in the construction and real estate industry, is seeking a Construction Executive to lead the successful planning and completion of large-scale mid-rise and ...
  • 4 days ago

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Attorney - Trust & Estates
  • Sapphire Law Group
  • Huntington Beach, CA
  • The ideal candidate will be able to skillfully handle initial consultations with potential clients for both estate planning and trust administration matters, identifying each potential client's legal ...
  • 6 days ago

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Sales Consultant
  • ELG Estate Planning
  • Kennewick, WA FULL_TIME
  • Sales Consultant Are you already an established bona fide sales professional? Or maybe someone with a considerable mixed...
  • 1 Month Ago

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Estate Planning Associate Attorney
  • Gaw Estate Planning
  • Napa, CA FULL_TIME
  • FIRM Gaw Estate Planning David B. Gaw, a statewide recognized estate planning and trust administration attorney has over...
  • 2 Months Ago

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Sales Consultant
  • ELG Estate Planning
  • Kennewick, WA FULL_TIME
  • Sales Consultant Are you already an established bona fide sales professional? Or maybe someone with a considerable mixed...
  • 1 Month Ago

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Estate Planning Associate Attorney
  • Gaw Estate Planning
  • Napa, CA FULL_TIME
  • FIRMGaw Estate PlanningDavid B. Gaw, a statewide recognized estate planning and trust administration attorney has over 4...
  • 2 Months Ago

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Experienced Estate Planning Associate Attorney
  • Carolina Family Estate Planning
  • Cary, NC FULL_TIME
  • Carolina Family Estate Planning is a Cary NC-based Estate Planning, Estate Administration, and Elder Law Firm. We are gr...
  • 2 Months Ago

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Estate Planning Probate Attorney
  • Estate Planning Law Center, LLC
  • Hartford, CT FULL_TIME
  • Estate Planning Probate Attorney (for a fast-growing firm) Are you ready to make this your year to THRIVE personally and...
  • 1 Day Ago

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Associate Attorney, Estate Planning
  • Stead Business & Estate Planning PLLC
  • Remote in Burlington, VT FULL_TIME
  • Stead Business & Estate Planning –Associate Attorney, Estate Planning$35-50/hr, Remote in Vermont*Special consideration ...
  • 12 Days Ago

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Estate Admin and/or Fiduciary Paralegal
  • Estate Planning Law Firm
  • Bohannon, VA FULL_TIME
  • Estate Administration and/or FiduciaryParalegalEstablished Estate Planning and Elder Law practice seeking an experienced...
  • 10 Days Ago

Income Estimation for Estate Planning Consultant jobs
$94,620 to $137,533