Estate Planning Consultant jobs in Arizona

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)

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Client Service Adminstrator
  • Oxford Retirement & Estate Planning
  • AZ, AZ FULL_TIME
  • Client Service Administrator

    Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you!

    Our growing financial service firm, Oxford Retirement and Estate Planning, Sun City, AZ is seeking to add a Client Service Administrator to our team! The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business.

    Job Description :

    The purpose of this position is to service the existing client base with all service requests including beneficiary changes / withdrawals, incoming client service calls, database management, and client appointment preparation including updating client account summaries for their review meetings, preparing the main advisor for his / her review meetings, and preparing issued accounts for delivery.

    Key Skills :

    • Strong organizational skills
    • Excellent communication; written and verbal
    • Attention to detail and accuracy
    • Fun, kind, and caring attitude
    • Team player
    • Proactive management style and consistent follow-through

    Minimum Requirements :

    • Bachelor’s Degree preferred
    • Financial Industry experience required
    • 2 years working alongside a Financial Advisor in a fast-paced office environment preferred
    • Experience with MS Office Suite and the ability to learn new software quickly
    • Series 65 required
    • CRM experience
    • Experience with Wealth cape, Fidelity, and Orion a strong plus

    Responsibilities :

    This Client Service Administrator will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for client appointments.

    Other daily, weekly, and monthly tasks may include :

    • Receive incoming client service calls in a friendly manner
    • Complete each service request and resolve client issues
    • Input notes into CRM and keep them updated
    • Coordinate and follow up on each client transfer
    • Review the application prior to submission
    • Prepare client review summary for upcoming appointments
    • Maintain professional communication with clients and staff
    • Assist with client updates, reports, and mailings
    • Assist in setting client appointments

    Salary :

    $50,000 - $55,000 / year based on experience

    Benefits :

    • Comprehensive health, dental, and retirement plans
    • Professional development opportunities
    • Positive and collaborative work culture

    Hours :

    • Monday Thursday : 8 : 00 am 5 : 00 pm
    • Friday : 8 : 00 am 1 : 00 pm
    • Quarterly client events

    Presented by Advisor Employee Services Thank you for your interest in the Client Service Administrator role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs.

    Please take a moment to explore our website and the services provided We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors.

    If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

    2 hours ago
  • 16 Days Ago

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Leasing consultant
  • RangeWater Real Estate
  • Fountain, AZ FULL_TIME
  • Description Essential Duties and Responsibilities include the following. Other duties may be assigned. Performs all sales and leasing activities in person to achieve the property's revenue and occupan...
  • 3 Days Ago

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Paralegal (Estate Planning)
  • Magellan Financial
  • Phoenix, AZ FULL_TIME
  • Your Chance to Join a Rapidly Growing Company and Shape Financial Futures! Who We Are:Foundations Investment Advisors, based in Phoenix, Arizona (www.FIWealth.com), goes beyond traditional asset manag...
  • 3 Days Ago

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Estate Planning Officer
  • Family Life Radio
  • Tucson, AZ FULL_TIME
  • The Estate Planning Officer oversees all aspects of plan gifts including donor advised funds and employee match program acknowledgments per financial asset manager directives ensuring accurate hard an...
  • 14 Days Ago

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Estate Planning Attorney
  • LifePlan Legal AZ
  • Gilbert, AZ FULL_TIME
  • We are looking for an independent Estate Planning lawyer to join our small firm (for full-time or flexible part-time positions). At LifePlan Legal, AZ, we focus primarily on Estate Planning (85%) with...
  • 1 Month Ago

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Leasing Consultant - Sonterra at Paradise Valley
  • Sentinel Real Estate
  • Phoenix, AZ FULL_TIME
  • Leasing Consultant A National Property Management Company is seeking to hire a Leasing Consultant. Position Overview: The Leasing Consultant will show and lease apartments to prospective residents and...
  • 6 Days Ago

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Planning Analyst
  • Hantz Group
  • Saginaw, MI
  • Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their ...
  • 3/28/2024 12:00:00 AM

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Account Executive
  • FirstLantic Healthcare
  • As an Account Executive for FirstLantic Healthcare, you will be at the forefront of creating new partnerships, helping t...
  • 3/27/2024 12:00:00 AM

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Estate Planning Specialist
  • Fisher Investments
  • Plano, TX
  • Do you enjoy evaluating complex information and helping others understand? Are you passionate about applying your knowle...
  • 3/27/2024 12:00:00 AM

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Certified Financial Planner
  • Financial Life Advisors
  • San Antonio, TX
  • Financial Life Advisors (FLA) provides our clients with exceptional experiences where they receive customized ongoing gu...
  • 3/25/2024 12:00:00 AM

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Outreach & Event Coordinator
  • Marys Shelter Of The Treasure Coast
  • Stuart, FL
  • Job Description Job Description Mary's Home is a Christian, faith-based organization and a transitional home in Stuart, ...
  • 3/25/2024 12:00:00 AM

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Senior Fiduciary Counsel and Estate Planner
  • Linden Thomas and Company
  • Charlotte, NC
  • Annual Compensation: $170-200K Benefits Offered: 401(k). Fully paid health, dental, and vision insurance. Paid time off....
  • 3/24/2024 12:00:00 AM

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Estate Planning Attorney
  • ECG Resources, Inc.
  • Chicago, IL
  • Established Chicago Single-Family Office seeks JD/Estate Planner to serve as primary point of contact for UHNW clients a...
  • 3/24/2024 12:00:00 AM

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Tax Manager Public Accounting
  • Sable Group LLC
  • Beachwood, OH
  • Job Description Job Description A boutique tax and accounting firm on the east side of Cleveland is looking for a self-s...
  • 3/24/2024 12:00:00 AM

Arizona (/ˌærɪˈzoʊnə/ (listen); Navajo: Hoozdo Hahoodzo Navajo pronunciation: [xòːztò xɑ̀xòːtsò]; O'odham: Alĭ ṣonak Uto-Aztecan pronunciation: [ˡaɺi ˡʂonak]) is a state in the southwestern region of the United States. It is also part of the Western and the Mountain states. It is the sixth largest and the 14th most populous of the 50 states. Its capital and largest city is Phoenix. Arizona shares the Four Corners region with Utah, Colorado, and New Mexico; its other neighboring states are Nevada and California to the west and the Mexican states of Sonora and Baja California to the south and so...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$96,724 to $140,581

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