Estate Planning Consultant jobs in California

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)

G
Real Estate Sales Consultant
  • Garcia Real Estate
  • Fremont, CA FULL_TIME
  • We are looking for dedicated Real Estate Sales Agents who are motivated and passionate about making the home buying and selling experience as simple and streamlined as it can be. We need people to join our dynamic and fast-growing team. We are a technology-driven real estate company with an aggressive internet lead generation system and we are one of the fastest-growing real estate companies in the Bay Area.


    • Appointments with prospective buyers and sellers.
    • Training for new agents and experienced agents.
    • Full-time Admin staff support.
    • Robust technology platforms to manage real estate transactions, track key performance indicators and handle client communication.
    • Expanded training on a broad range of real estate subjects (e.g. commercial, flipping properties, rental investments, niche marketing, etc.).
    • Opportunity to receive bonuses, perks, and stock for achieving key performance metrics.
    • Great team atmosphere that promotes collaboration, support, and learning.

    If you are a new agent or are serious about becoming an agent, that is great! We are looking for someone like you!

    Compensation:

    $50,000 - $300,000 yearly

    Responsibilities:

    • Practice scripts for lead conversion.
    • Handle in-call inquiries about homes for sale and schedule showings.
    • Receive buyer and seller appointments from the Inside sales department.
    • Make outbound calls to a large database of leads for nurturing and booking consultations.
    • Attend buyer and seller consultations to find out their needs and convert them to a signed client.
    • Host Weekend Open Houses to obtain buyer and seller prospects.
    • Negotiate transactions and monitor the escrow process to ensure a successful close.
    • Keep up with the local real estate market knowledge to answer questions clients may have about potential homes and the surrounding community.
    • Attend weekly meetings and training.
    • Attend local and national conferences to expand your real estate skills, knowledge, and network.

    Qualifications:

    • Full-time position only (no part-time).
    • Must have a Valid California Real-estate license.
    • Must have a Valid U.S. driver’s license with the ability to travel by car.
    • Willing to learn and desires growth personally and professionally.
    • Knows basic computer skills.
    • Team player and willing to help other team members to achieve common goals.

    About Company


    A devoted and award-winning team of full-time REALTORS® with over a combined 40 years of experience helping over 500 families purchase and sell properties throughout the San Francisco Bay Area.

  • 23 Days Ago

F
Planning consultant
  • Fidelity TalentSource LLC
  • Burlingame, CA FULL_TIME
  • Job Description : Planning Consultant Planning Consultant As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through con...
  • 21 Days Ago

F
Planning consultant
  • Fidelity Investments
  • Torrance, CA FULL_TIME
  • Job Description : Planning Consultant As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets...
  • 25 Days Ago

F
Planning consultant
  • Fidelity TalentSource LLC
  • Torrance, CA FULL_TIME
  • Job Description : Planning Consultant Planning Consultant As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through con...
  • 28 Days Ago

F
Planning consultant
  • Fidelity TalentSource LLC
  • Mountain View, CA FULL_TIME
  • Job Description : Planning Consultant Planning Consultant As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through con...
  • 1 Month Ago

W
LEASING CONSULTANT
  • Woodmont Real Estate Services
  • Santa Rosa, CA FULL_TIME
  • Woodmont Real Estate Services is a premier asset and property management company, we're proud to offer Northern California over 50 years' experience managing a diverse portfolio of commercial and mult...
  • 3 Days Ago

H
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

F
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

F
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

F
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

M
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

L
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

E
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

S
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

California is a state in the Pacific Region of the United States. With 39.6 million residents, California is the most populous U.S. state and the third-largest by area. The state capital is Sacramento. The Greater Los Angeles Area and the San Francisco Bay Area are the nation's second and fifth most populous urban regions, with 18.7 million and 9.7 million residents respectively. Los Angeles is California's most populous city, and the country's second most populous, after New York City. California also has the nation's most populous county, Los Angeles County, and its largest county by area, S...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$108,930 to $158,322

Estate Planning Consultant in Grand Rapids, MI
This may mean that your estate or a specific gift may not pass to those that you had intended or wished.
January 02, 2020
Estate Planning Consultant in Appleton, WI
Find more Estate Planning Law near Estate Planning Consultants of Hawaii.
February 05, 2020
Estate Planning Consultant in Colorado Springs, CO
Purpose MCR is planning to greatly increase its existing pipeline of both medium and long term sites across the UK.
December 15, 2019