Estate Planning Consultant jobs in Bridgeport, CT
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
Real Estate Data Entry Operator
- Better Homes and Gardens Real Estate Advantage Realty
-
Bridgeport, CT
FULL_TIME
- Company DescriptionFor more than 90 years, Better Homes and Gardens has been the leader in everything related to the home. As part of Realogy Holdings Corporation, Better Homes and Gardens Real Estate balances the future of innovation and the tradition of home via our growing network of affiliated real estate agents and brokers. We're guided by our core values - passion, authenticity, inclusion, growth and excellence (PAIGE), and pride ourselves on remaining a beacon of professionalism.The Better Homes & Gardens brand is deeply embedded in American culture. The brand has served as an inspiration for all matters relating to the home for decades. Today it remains a well-respected, trusted source to guide consumers, young and old, in making a house feel like their home. Add to that our innovative technology and it’s clear to see how affiliated agents and brokers remain relevant before, during and after the real estate transaction.Job DescriptionIn your role as a real estate data entry operator, you will play a crucial role in upkeep and updating our database. In order to maintain correct and current records, you will be responsible for accurately entering a variety of data. The ideal candidate for this role will have strong organizational skills, a sharp eye for detail, and the capacity to work independently in a remote setting. Pay: $26.81 - $29.97 per hourResponsibilitiesUpdate and add transactions, client information, and real estate data to the database.Examine and amend data to make sure it is accurate and comprehensive.Collaborate with your teammates to resolve any discrepancies found in the data.Be mindful of privacy and abide by data security regulations.Assist in creating reports and presentations using the data acquired.Performing secretarial duties entails filing, monitoring office supplies, scanning, and printing as needed.QualificationsA high school certificate or its equivalent; a bachelor's degree is ideal but not necessary.Solid background in data entry or a related field.Strong command of the language and procedures used in real estate.A strong command of computers, including the MS Office suite and data input programs.Remarkable precision and attention to detail.The capacity to operate autonomously with little guidance.Outstanding organizing and time management skills.Good communication abilities, particularly while working in a remote team.Additional InformationBetter Homes and Gardens Real Estate Advantage Realty is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law. All your information will be kept confidential according to EEO guidelines.
- 1 Month Ago
Sales Support Administrator
- Anywhere Real Estate
-
Fairfield, CT
FULL_TIME
- The Sales Support Administrator will be responsible for coordinating and supporting sales office operations in the local branch office. The ideal candidate will have a strong service background, atten...
- 7 Days Ago
Sales Planning Analyst
- Victorinox
-
Monroe, CT
FULL_TIME
- Position: Sales Planning Analyst Objective: The primary objective of this role is to generate and present reporting metrics that provide visibility and tracking into sales performance and objectives. ...
- Just Posted
Wealth Planning Associate
- Dalio Family Office
-
Westport, CT
FULL_TIME
- Wealth Planning Associate | (Hybrid, in office at least 2 days a week- primarily Tuesdays & Wednesdays) Dalio Family Office Overview: The Dalio Family Office (DFO) supports Barbara and Ray Dalio and t...
- 9 Days Ago
VP Planning, Inventory and Delivery
- Hubbell Incorporated
-
Shelton, CT
FULL_TIME
- Job Overview The Vice President of Planning, Inventory and Delivery will be responsible for advancing the planning, inventory and SIOP processes. The strategic leader works with the Segment materials ...
- 27 Days Ago
Maintenance Technician - Huntington Townhomes
- The Inland Real Estate Group of Companies
-
Shelton, CT
FULL_TIME
- Huntington Townhomes in Shelton, CT has an opening for a full-time, Maintenance Technician! We offer full-time employees health benefits, paid vacation and sick time, 401K with a company match, and co...
- 21 Days Ago
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0 Estate Planning Consultant jobs found in Bridgeport, CT area
Director of Sales
- Atria Senior Living
-
Glen Cove, NY
- Responsibilities The Community Sales Director ("CSD") is responsible for achieving and exceeding the community's monthly...
- 4/24/2024 12:00:00 AM
Tax Manager - Tax Senior (cpa firm) - NY / NJ / Hybrid / Remote
- CPA firm
-
Port Chester, NY
- Regional CPA firm seeking to add a Tax Manager and Tax Senior. for its staff. This position can be located in NY / NJ / ...
- 4/24/2024 12:00:00 AM
Senior Director, Yale School of Medicine - West Campus Development
- Helbling, a ZRG company
-
New Haven, CT
- Position Focus Under broad guidelines established by the University and reporting to the Associate Vice President for Ca...
- 4/23/2024 12:00:00 AM
VP, Financial Consultant - Greenwich, CT
- Charles Schwab
-
Stamford, CT
- Position Type: Regular Your opportunity At Schwab, youre empowered to make an impact on your career. Here, innovative th...
- 4/22/2024 12:00:00 AM
Corporate Counsel
- Heatherwood
-
Commack, NY
- Job Description: For more than 70 years, Heatherwood has been in the business of developing, redeveloping, and managing ...
- 4/21/2024 12:00:00 AM
Multimodal Transportation Manager
- City of Atlanta
-
Stamford, CT
- Job Description Multimodal Transportation Manager ( **Job Number:** 210721 ) Advance/Implement Action Plan for Safer Str...
- 4/21/2024 12:00:00 AM
Corporate Counsel
- Heatherwood
-
Commack, NY
- Job Description: For more than 70 years, Heatherwood has been in the business of developing, redeveloping, and managing ...
- 4/21/2024 12:00:00 AM
Project Manager - Site Investigation & Remediation
- VHB
-
Hauppauge, NY
- Overview: ABOUT THE POSITION Project Manager - Site Investigation & Remediation | Hauppauge, NY | Hybrid VHB is seeking ...
- 4/21/2024 12:00:00 AM
About Bridgeport, Connecticut
Bridgeport is a historic seaport city in the U.S. state of Connecticut. It is in Fairfield County, at the mouth of the Pequonnock River on Long Island Sound, 60 miles from Manhattan and 40 miles from The Bronx. It is bordered by the towns of Trumbull to the north, Fairfield to the west, and Stratford to the east.
As of 2017, Bridgeport had an estimated population of 146,579, which made it the largest city in Connecticut and the fifth-most populous in New England. The Greater Bridgeport area is the 48th-largest urban area in the United States.
The showman P. T. Barnum was a resident of the cit...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$112,120 to $162,948
Bridgeport, Connecticut area prices
were up 1.7% from a year ago
were up 1.7% from a year ago
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