Estate Planning Consultant jobs in Iowa

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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Estate Planning Attorney
  • Goosmann Law Firm
  • Sioux, IA FULL_TIME
  • Shape Tomorrow’s Legacy Today: Propel Your Estate Planning Career with Goosmann Law Firm’s Visionary Team!

     

    Shape Futures, Spark Success: Join Goosmann Law Firm as an Estate Planning Maestro! We're on a mission to empower clients to navigate their personal and professional journeys with precision and purpose. Dive into dynamic legal landscapes, advising on business ventures, asset protection, and estate planning strategies. Your expertise will sculpt legacies and safeguard interests, guiding clients towards prosperity. Are you ready to lead the charge in law's next frontier? Apply now and be the architect of tomorrow's triumphs!"

     

    About Goosmann Law Firm

    Join the Legal League of Leaders at Goosmann Law Firm: Where Trailblazing Minds and Strengths Unite! As the Midwest’s Largest Woman-Owned Firm, we empower Business Titans, CEOs, Entrepreneurs and more to shape America’s future. Whether our clients are forging business legacies or seeking justice, we’re here to help. Our culture thrives on positivity, teamwork, and growth, with a laser focus on quality and client success. Embrace a dynamic environment where strengths shine, excellence is celebrated, and our executive team supports you every step of the way on the business of law. At Goosmann, we’re not just legal experts; we’re architects of success, leveraging technology, mentorship, and a passion for progress.

     

    Primary Responsibilities: 

    • Working collaboratively as part of a team.
    • Collaborating with clients to develop strategies designed to meet specific goals
    • Drafting and reviewing legal documents such as wills, trusts, powers of attorney and healthcare directives
    • Conducting legal research on estate planning laws, regulations, and precedents
    • Counseling clients on wealth preservation, tax planning and asset protection strategies
    • Assisting with probate and estate administration processes
    • Representing clients in negotiations, mediations or court proceedings related to estate matters
    • Business development, including professional organization involvement and writing.
    • Supervising paralegals, staff, and team members as your role progresses.  

     

    Required Skills/Abilities:

    • Superior verbal and written communication skills.
    • Ability to communicate complex matters concisely and effectively in oral and written form.
    • Excellent interpersonal, organizational, and client service skills.
    • Excellent time management skills with a proven ability to meet deadlines and ability to delegate.
    • Strong research, analytical, and problem-solving skills.
    • Ability to function well in a high-paced and at times stressful environment.
    • Proficient with Microsoft Office Suite

     

    Required Education and Experience:

    • Bachelor’s degree
    • Juris Doctor from an accredited law school
    • Successful passing of the bar exam
    • Active member in good standing of the Bar or currently eligible to become licensed, to practice law in Iowa. 
    • 2-5 years of relevant experience in estate planning, including drafting wills, trusts and other estate planning documents, as well as advising clients on estate and trust administration matters.
    • Strong work ethic, drive, keen attention to detail, and the ability to work effectively in a small team environment.

     

    Preferred Experience:

    • 3-7 years of specific estate planning experience.
    • Excellent academic and professional credentials.

     

    Physical Requirements:

    • Prolonged periods sitting at a desk and working on a computer
    • Must be able to lift up to 15 pounds at a time.

      

    We offer a comprehensive and competitive wage and benefit package.

     

    Fuel Your Legal Journey with Goosmann:

    Where Support, Growth, and Success Await! From top-notch training to personalized marketing strategies, we're dedicated to nurturing your skills and propelling your career forward. Join us and ignite your passion for law into a blazing trail of achievement! Ready to embark on this exciting adventure? Send your resume and cover letter to Barbara Caskey at caskeyb@goosmannlaw.com . All inquiries will remain confidential.  

     

    Goosmann Law Firm: Where Equal Opportunity Thrives.

  • 5 Days Ago

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Business and Estate Planning Attorney -Sioux City, Iowa
  • GPac
  • Sioux, IA FULL_TIME
  • Salary: $100k - 150k per year Reference: A14DBEPASD12424.6 Primary Responsibilities: Working collaboratively as part of a team. Managing multiple clients, cases and legal activities that carry varying...
  • 27 Days Ago

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Warehouse Worker
  • Khush Consultant
  • Pacific Junction, IA FULL_TIME
  • Looking for Warehouse Worker. This is an entry-level position; experience with order pulling in a warehouse environment is desirable. Safely and efficiently pull product from warehouse for delivery to...
  • 9 Days Ago

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Lead Strategy and Planning Consultant, Transformation Strategy
  • Wells Fargo
  • Des Moines, IA FULL_TIME
  • At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace wh...
  • 1 Month Ago

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CAD Technician
  • Lee Chamberlin Consultant Engineers
  • Urbandale, IA FULL_TIME
  • LEE Chamberlin Consultant Engineers is looking for a CAD Technician to join our growing team! At LEE Chamberlin, we work to provide for our employees so that they can grow both as a professional and a...
  • 11 Days Ago

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Senior Sourcing Consultant - Corporate Real Estate
  • Wells Fargo
  • WEST DES MOINES, IA FULL_TIME
  • About this role:Wells Fargo is seeking a Senior Sourcing Consultant to join the Supply Chain Management organization to specialize in the Corporate Real Estate and Corporate Real Estate goods and serv...
  • 25 Days Ago

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Chief People Officer
  • KDS Strategic Search Group
  • Farmingdale, NJ
  • Title: Chief People Officer Position Type: Perm Travel: 15% (Local) Compensation: $150-190K plus bonus POSITION OVERVIEW...
  • 4/26/2024 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...
  • 4/26/2024 12:00:00 AM

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Estate Planning Attorney
  • Tresp Law, APC
  • Job Description : Tresp Law, APC, seeks to add an Estate Planning Attorney with three to five years of demonstrable expe...
  • 4/25/2024 12:00:00 AM

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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 ...
  • 4/25/2024 12:00:00 AM

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Trusts & Estates Attorney
  • Barnes, Pailhe & King Legal Search
  • Our clients seek Trusts & Estates attorneys, in estate planning, litigation and administration. For Estate Planners: sea...
  • 4/24/2024 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...
  • 4/24/2024 12:00:00 AM

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Chief People Officer
  • Kds Strategic Search Group
  • Farmingdale, NJ
  • Title: Chief People Officer Position Type: Perm Travel: 15% (Local) Compensation: $150-190K plus bonus POSITION OVERVIEW...
  • 4/23/2024 12:00:00 AM

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Financial Planning Assistant
  • Hantz Group
  • Canton, MI
  • Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their ...
  • 4/23/2024 12:00:00 AM

Iowa (/ˈaɪəwə/ (listen)) is a state in the Midwestern United States, bordered by the Mississippi River to the east and the Missouri River and Big Sioux River to the west. It is bordered by six states; Wisconsin to the northeast, Illinois to the east, Missouri to the south, Nebraska to the west, South Dakota to the northwest and Minnesota to the north. In colonial times, Iowa was a part of French Louisiana and Spanish Louisiana; its state flag is patterned after the flag of France. After the Louisiana Purchase, people laid the foundation for an agriculture-based economy in the heart of the Corn...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$94,703 to $137,635

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