Estate Planning Consultant jobs in Delaware

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)

D
Estate Planning Assistant
  • DiPietro Law, LLC
  • Millsboro, DE FULL_TIME
  • About Us:
    DiPietro Law LLC, led by Leslie DiPietro, is a thriving estate planning and elder law firm committed to crafting and maintaining effective legal plans for our clients. Rooted in compassion, we empower individuals and families in Delaware and Maryland through skilled planning and guidance, maintaining a warm and friendly boutique law firm experience for every client.

    Responsibilities:
    As an Estate Planning Assistant, you will be integral in assisting clients with vital legal matters. Key responsibilities include:

    • Drafting and finalizing legal documents under attorney guidance.
    • Providing guidance to clients and professionals on asset alignment importance.
    • Organizing and finalizing legal and financial forms critical to estate plans.
    • Preparing and recording deeds to align real property interests with estate plans.
    • Meeting with clients to ensure asset alignment at various planning stages.
    • Cultivating strong client and professional relationships through excellent communication.
    • Collaborating with attorneys and colleagues to enhance client experience and efficiency.
    • Acting as witnesses and notaries for document signings.

    Required Skills:

    • Exceptional customer service skills, fostering a welcoming and valued client experience.
    • Positive attitude, able to work independently and as a team player.
    • Ability to thrive in a fast-paced, time-sensitive environment.
    • Detail-oriented with excellent organizational skills.
    • Promotes trust, respect, and confidentiality among colleagues.
    • Proficient in Microsoft Outlook, Word, and Excel, with a willingness to learn new skills.
    • Strong verbal and written communication skills.
    • Candidates must be able to work in our Millsboro, Delaware office.

    The Ideal Candidate is:

    • Dependable, prioritizing reliability over spontaneity.
    • People-oriented, enjoying collaboration and interaction.
    • Detail-oriented, focusing on task specifics.
    • Achievement-oriented, embracing challenges and growth opportunities.
    • Autonomous/Independent, comfortable with minimal direction.

    Background/Experience/Education Requirements:

    • 2 years of relevant experience, including legal assistant or customer service roles in banking or finance.
    • Experience in facilitating client meetings via telephone or in-person presentations.
    • Completion of Associate degree or higher preferred.

    Salary/Benefits:
    We offer competitive benefits, including health insurance reimbursement, bonus potential, paid holidays, time off, 401(K) plan, life insurance, and short-term disability. Starting compensation is $55,000, commensurate with experience.

    Application Process:
    To be considered, please submit with your resume your references and a cover letter detailing your interest and potential contributions to our firm. We kindly request no walk-ins, calls, or agency inquiries. Only selected candidates will be contacted. Thank you for considering DiPietro Law LLC as your next professional opportunity.

    Job Type: Full-time

    Pay: From $55,000.00 per year

    Benefits:

    • 401(k)
    • Paid time off

    Schedule:

    • Monday to Friday

    Ability to Relocate:

    • Millsboro, DE 19966: Relocate before starting work (Required)

    Work Location: In person

  • 2 Days Ago

N
Estate Planning Attorney
  • Nexus Talent Connect
  • Georgetown, DE FULL_TIME
  • Trusts and Estates Associate Attorney Our esteemed client seeks applications for an attorney with three to six years of estate planning experience for its Georgetown, DE and/or Rehoboth Beach, DE offi...
  • 1 Month Ago

C
Laboratory Technician 2
  • ComTec Consultant
  • Newark, DE CONTRACTOR
  • Position: Laboratory Technician 2Location: Newark, DE - 19702Duration: 6 Months Shift: Tues-SatDescription:Position Description: Laboratory Technician Works within Specialty Reagents In-Vitro Producti...
  • 2 Days Ago

W
Lead Business Execution Consultant - Business Card Strategic Planning
  • Wells Fargo
  • WILMINGTON, DE FULL_TIME
  • About this role:Wells Fargo is seeking a Lead Business Execution Consultant for our Small Business Card Team in Cards & Merchant Services as part of Consumer Lending. This role will serve as a strateg...
  • 26 Days Ago

B
Lead Business Execution Consultant - Business Card Strategic Planning
  • B10 Wells Fargo Bank, N. A.
  • Wilmington, DE FULL_TIME
  • About this role: Wells Fargo is seeking a Lead Business Execution Consultant for our Small Business Card Team in Cards & Merchant Services as part of Consumer Lending. This role will serve as a strate...
  • 26 Days Ago

B
Real Estate Investment Analyst
  • BPG Real Estate Service
  • Wilmington, DE FULL_TIME
  • BPG Real Estate Services, LLC., a rapidly growing company, knows that our success begins and ends with our people. Through the efforts of our associates and guided by our values, we transform the comm...
  • 9 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

Delaware is 96 miles (154 km) long and ranges from 9 miles (14 km) to 35 miles (56 km) across, totaling 1,954 square miles (5,060 km2), making it the second-smallest state in the United States after Rhode Island. Delaware is bounded to the north by Pennsylvania; to the east by the Delaware River, Delaware Bay, New Jersey and the Atlantic Ocean; and to the west and south by Maryland. Small portions of Delaware are also situated on the eastern side of the Delaware River sharing land boundaries with New Jersey. The state of Delaware, together with the Eastern Shore counties of Maryland and two co...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$100,881 to $146,624

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