Estate Planning Consultant jobs in East Providence, RI

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

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Monetary Strategy and Planning Consultant
  • ClickJobs.io
  • Smithfield, RI FULL_TIME
  • Job Description: Phone Financial Consultant

    “Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect.” Abby Johnson | Chairman & CEO Fidelity Investments

    Is it time to explore new challenges in your career? With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology, and an elite investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies. The Expertise We’re Looking For

    • FINRA Series 7 & 63 required prior to hire
    • Series 66 (63/65) and Insurance Licenses preferred or to be obtained upon hire
    • Five years financial services experience, with 3-5 years of sales experience
    • A CFP is helpful; if you don’t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it!

    The Purpose of Your Role We work collaboratively with multiple business specialists within a phone center and across a field network, we are building the best possible customer experience to meet the clients' broad range of investment needs. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your sharp focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers. The Skills You Bring

    • You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with High Net Worth clientele
    • Excellent knowledge of investment products
    • Entrepreneurial spirit: experience working independently, within the infrastructure of a large organization
    • Strong technological acumen and comfort with learning how to use new tools
    • Excels in paperless work environment by leveraging technology
    • Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions by using guidance tools and presenting target solutions that motivate customers to take action
    • Extraordinary listening and communication skills, confident public speaking, and group dynamics
    • Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client’s broad range of investment needs

    Our Investments in You We believe that a holistic approach to life is important. Our benefit programs are designed to help you and your loved ones strike the perfect balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:

    • Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments

    The Value You Deliver

    • No longer spending time on cold calls and sourcing new clients, you can make an impact in the lives of your clients through deepening relationships and complex financial planning
    • Your integrity, insights, communication skills and meticulous planning will allow you to deliver the very best service and help customers to reach their retirement goals
    • Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments
    • You are developing existing relationships to retain and increase total assets and profitability

    How Your Work Impacts the Organization As the lead for the client management team, you will offer mentorship and personalized financial planning to customers over the phone and help to extend the reach of Fidelity’s brand. Fidelity has an open architecture, allowing you to provide comprehensive and complex investment solutions. At Fidelity, you’ll have the support of a well-rounded team of professionals, full access to some of the best resources and tools in the industry, and a top compensation package with extraordinary benefits. While you build relationships here, you will also be building your career! We believe in being #DifferentTogether. Fidelity’s nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive and inclusive workplace for all employees. We continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. Certifications:Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA

    Company Overview

    Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

    Join Us

    At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

    Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

    At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

    We invite you to Find Your Fidelity at fidelitycareers.com .

    Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

    Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com .

    We welcome those with experience in jobs such as Senior Accountant, Field Client Relationship Manager, and Accounting Assistant and others in the Accounting and Finance to apply.
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Litigation Paralegal – Estate Planning (3-5 years)
  • Gordon Rees Scully Mansukhani, LLP
  • Providence, RI FULL_TIME
  • We have an immediate opening for an experienced and motivated Paralegal in our Providence, RI office. Ideal candidates should have 3-5 years of experience with tax controversy, civil litigaton, estate...
  • 11 Days Ago
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Corporate LawyerSenior Paralegal (Estate Planning, Corporate or Real Estate)
  • Mack Law Associates
  • Providence, RI FULL_TIME
  • The Corporate Lawyer or Senior Paralegal is responsible for providing a broad range of legal services for Mack Law Associates LLC, a business law firm specializing in corporate, finance, real estate a...
  • Just Posted
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HRIS Analyst
  • kush Consultant
  • Providence, RI FULL_TIME
  • Roles & Responsibilities ​Audits and corrects employee information and records as appropriate between HR and other internal departments (Payroll, IS) and vendors, such as the benefits administration p...
  • 1 Day Ago
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Real Estate Agent
  • Cooperative Real Estate Professionals
  • Lincoln, RI PART_TIME
  • Company Description Cooperative Real Estate Professionals specializes in real estate excellence, offering top-tier services to unlock your property dreams. We are located in Lincoln, RI and have a str...
  • Just Posted
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Custodial/Cleaner
  • Picerne Real Estate Group
  • Warwick, RI FULL_TIME
  • Picerne Real Estate Group has been building and managing properties on a continuing basis since 1925. With 3 generations of Picerne leadership providing continued growth on a national stage, pride of ...
  • 11 Days Ago
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0 Estate Planning Consultant jobs found in East Providence, RI area

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Mortgage Originator Market Leader
  • YourWayHome.com LLC
  • New Bedford, MA
  • (In-House lender to 11,000 real estate agents, plus guaranteed leads) We are hiring an experienced mortgage originator t...
  • 5/18/2024 12:00:00 AM
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Director, Real Estate
  • Brown University
  • Providence, RI
  • Job Description: The Director of Real Estate at Brown is a strategic leadership position responsible for overseeing all ...
  • 5/17/2024 12:00:00 AM
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Healthcare Project(s) Cost Manager
  • CBRE
  • Providence, RI
  • Healthcare Project(s) Cost Manager Job ID 156069 Posted 01-Mar-2024 Service line GWS Segment Role type Full-time Areas o...
  • 5/17/2024 12:00:00 AM
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Project Management Consultant
  • CBRE
  • Providence, RI
  • Project Management Consultant Job ID 160057 Posted 09-May-2024 Service line Advisory Segment Role type Full-time Areas o...
  • 5/17/2024 12:00:00 AM
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Senior Director Sustainability, Technical Solutions
  • CBRE
  • Providence, RI
  • Senior Director Sustainability, Technical Solutions Job ID 165179 Posted 30-Apr-2024 Service line Advisory Segment Role ...
  • 5/17/2024 12:00:00 AM
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Sr. Client Strategy Consulting Manager - Remote West Coast
  • CBRE
  • Providence, RI
  • Sr. Client Strategy Consulting Manager - Remote West Coast Job ID 166484 Posted 08-May-2024 Service line GWS Segment Rol...
  • 5/15/2024 12:00:00 AM
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Vice President Project Finance
  • Navisun
  • Avon, MA
  • Company Background: Founded in 2017, Navisun LLC is a solar and storage independent power producer within the United Sta...
  • 5/15/2024 12:00:00 AM
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Catering Sales Manager
  • Graduate Providence
  • Providence, RI
  • Compensation Type: Yearly Highgate Hotels: Highgate is a premier real estate investment and hospitality management compa...
  • 4/12/2024 12:00:00 AM
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About East Providence, Rhode Island

East Providence is a city in Providence County, Rhode Island, United States. The population was 47,037 at the 2010 census, making it the fifth largest city in the state. East Providence is located at 41°48′5″N 71°21′39″W / 41.80139°N 71.36083°W / 41.80139; -71.36083 (41.801500, -71.360824). According to the United States Census Bureau, the city has a total area of 16.6 square miles (43 km2), of which, 13.4 square miles (35 km2) of it is land and 3.2 square miles (8.3 km2) of it (19.33%) is water. The following villages are located in East Providence: The Mayor is Roberto "Bob" DaSilva....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$104,033 to $151,199
East Providence, Rhode Island area prices
were up 1.6% from a year ago
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What does an Estate Planning Consultant do?

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