Average Salary for Jobs with Estate Planning Skills

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. Responsible for developing and maintaining relationships with professional advisors. Requires a bachelor's degree. Typically reports to a manager. A specialist on c... View job details

Directs all aspects of the estate planning function including sales, staffing, and supervision. Participates in training and estate planning workshops. Ensures that the agency stays abreast of regulatory guidelines and new trends in the field. Researches and advises on tax, technical, and legal questions. Introduces new life products to the field and contributes to design of related software and t... View job details

Directs the overall strategy and operations of the financial advisory function to drive client satisfaction and business growth. Develops strategies and frameworks to deliver high-quality investment, tax, estate, and retirement advice. Oversees multiple advisory teams and ensures consistent delivery of high-quality client solutions. Analyzes market trends and business performance to identify oppor... View job details

Manages a team of financial advisors to deliver high-quality financial planning and investment advisory services to clients. Implements strategies and frameworks to deliver high-quality investment, tax, estate, and retirement advice. Coaches and develops advisors through training, performance management, and mentorship to enhance client service and business growth. Establishes sales targets and mo... View job details

Manages a team of financial advisors to deliver high-quality financial planning and investment advisory services to clients. Implements strategies and frameworks to deliver high-quality investment, tax, estate, and retirement advice. Coaches and develops advisors through training, performance management, and mentorship to enhance client service and business growth. Establishes sales targets and mo... View job details