Estate Planning Consultant jobs in Downey, CA

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)

L
Attorney - Trust and Estate Planning
  • Lewitt Hackman Shapiro Marshall & Harlan
  • Encino, CA FULL_TIME
  • Well-established San Fernando Valley Firm seeks an exceptional associate with at least 2 to 3 years of experience for its Trust and Estate Planning Practice Group.

    The role requires the lawyer to assist with the administration of trusts and decedent’s estates and advise on estate, gift, and property tax issues.

    Strong academic record and writing skills are essential. The role requires a lawyer with solid interpersonal skills, proven willingness to accept significant responsibility and help manage a challenging workload in a fast-paced environment.

    Candidates must be in good standing with CA State Bar.

    We are a firm that has practiced more than 50 years. We offer a collegial working environment, competitive salary, benefits, and growth opportunity. The Firm will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring ordinance. The Firm also encourages and welcomes applicants from diverse and underserved communities.

    Please e-mail resume, cover letter, and writing sample to career@lewitthackman.com. Please indicate in the subject: “Attorney – Trust and Estate Planning”.

    Job Type: Full-time

    Pay: $120,000.00 - $130,000.00 per year

    Benefits:

    • 401(k)
    • Dental insurance
    • Health insurance
    • Paid time off
    • Vision insurance

    Schedule:

    • 8 hour shift

    People with a criminal record are encouraged to apply

    Application Question(s):

    • Do you have experience in trust administration, estate and property tax issues?

    Experience:

    • Estate planning: 2 years (Required)

    License/Certification:

    • CA Bar (Required)

    Ability to Relocate:

    • Encino, CA 91436: Relocate before starting work (Required)

    Work Location: In person

  • 22 Days Ago

L
Legal Assistant - Estate Planning
  • Lewitt Hackman Shapiro Marshall & Harlan
  • Encino, CA FULL_TIME
  • We are looking for an exceptional legal assistant to assist in the day-to-day functions for our estate planning practice group. Our ideal candidate is trustworthy, responsible, well-organized, and has...
  • 23 Days Ago

R
Estate Planning Legal Secretary
  • Robert Half
  • Los Angeles, CA OTHER
  • Our client is looking for an Estate Planning Legal Secretary to join our client, a national firm to support a partner in the estate planning and tax department. This is a temporary with the potential ...
  • Just Posted

A
Paralegal - Litigation and Estate Planning
  • Aliav Law, APC
  • Beverly, CA FULL_TIME
  • Aliav Law is a dynamic and growing Law Firm committed to delivering exceptional legal services. We are currently seeking a skilled and motivated Legal Administrative Assistant to join our team. If you...
  • 4 Days Ago

U
Estate Planning Instructor
  • UCLA Extension
  • Los Angeles, CA FULL_TIME
  • ***IMPORTANT - TO APPLY TO POSITION, YOU MUST APPLY THROUGH THE FOLLOWING JOB LINK: https://recruit.apo.ucla.edu/JPF09139*** POSITION OVERVIEW Position title: Instructor Salary range: $3,135 per cours...
  • 11 Days Ago

I
Planning Consultant - Burbank, CA
  • Inclusively
  • Burbank, CA FULL_TIME
  • Inclusively is partnering with a Multinational Financial Services Company to hire a Planning Consultant - Burbank, CA.ABOUT INCLUSIVELY:Inclusively is a digital tech platform that connects candidates ...
  • 18 Days Ago

Filters

Clear All

Filter Jobs By Location
  • Filter Jobs by companies
  • More

0 Estate Planning Consultant jobs found in Downey, CA area

W
Licensed Real Estate Sales Manager
  • Weichertallstars
  • Los Angeles, CA
  • ****** Licensed Real Estate Sales Manager****Beverly Hills, California Commission****About the Job*** Unlimited income o...
  • 4/28/2024 12:00:00 AM

F
Real Estate Development Manager
  • Fresno Housing Authority
  • Los Angeles, CA
  • If you are interested in working with an Agency that effectively delivers housing, and other services in the community a...
  • 4/28/2024 12:00:00 AM

T
Leasing Consultant (West LA)
  • Tripalink Corp
  • Los Angeles, CA
  • About Us: Founded in 2016, Tripalink is a technology-driven residential brand specializing in co-living and standard apa...
  • 4/28/2024 12:00:00 AM

C
Senior Valuation Services Director
  • Colliers
  • Los Angeles, CA
  • 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 peopl...
  • 4/28/2024 12:00:00 AM

A
Property Manager
  • Avison Young
  • Los Angeles, CA
  • Our Story:Avison Young is a global commercial real estate brokerage and advisory firm, offering transaction, management,...
  • 4/28/2024 12:00:00 AM

D
LVN Nurse Care Manager
  • Debra A Beatty
  • Yorba Linda, CA
  • Job Description Job Description *This is not a remote position, the nurse care manager will be required to make visits t...
  • 4/27/2024 12:00:00 AM

J
Facility Manager
  • JLL
  • Long Beach, CA
  • JLL supports the Whole You, personally and professionally. Our people at JLL are shaping the future of real estate for a...
  • 4/26/2024 12:00:00 AM

J
Facility Manager
  • JLL
  • Seal Beach, CA
  • JLL supports the Whole You, personally and professionally. Our people at JLL are shaping the future of real estate for a...
  • 4/26/2024 12:00:00 AM

Downey is a city located in southeast Los Angeles County, California, United States, 13 mi (21 km) southeast of downtown Los Angeles. It is considered part of the Gateway Cities. The city is the birthplace of the Apollo space program. It is also the home of the oldest still operational McDonald's restaurant in the world. As of the 2010 census, the city had a total population of 111,779. According to the United States Census Bureau, the city has a total area of 12.6 square miles (33 km2). 12.4 square miles (32 km2) of it is land and 0.2 square miles (0.52 km2) of it (1.27%) is water. The cities...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$109,646 to $159,352
Downey, California area prices
were up 3.2% from a year ago

Estate Planning Consultant in New Haven, CT
The training program should include topics such as key steps in creating an estate plan, legal issues related to estate planning, charitable contribution strategies, tax planning and estate tax implications, financial considerations and special situations that impact estate planning.
November 29, 2019
Estate Planning Consultant in Somerset, NJ
Training to become an Estate Planning Consultant is your opportunity to create income streams that add real value to your business whilst enhancing existing client relationships.
February 24, 2020
Estate Planning Consultant in Virginia Beach, VA
They are rapidly expanding and now require additional home based consultants / advisers with experience in selling Wills, Trusts and Funeral Plans.
January 02, 2020