Estate Planning Consultant jobs in Missouri
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
Estate Planning and Administration Attorney
- TuckerAllen
-
Lindbergh, MO
FULL_TIME
-
Estate Planning & Administration AttorneyTuckerAllen is seeking an experienced full-time Estate Planning, Probate and Trust Administration attorney.
Job Highlight: At TuckerAllen, we recruit the top talent and invest in our people to make this a destination career and provide a workplace where you can grow. Some flexibility in schedule and daily location is available; daily in-office presence is generally required because of regular client consults and document signings. A part-time role 25-30 hours per week may be considered for an experienced candidate.Job Description: Your role of Attorney would include the following:- Perform initial consultations with clients and perform subsequent management of caseload generated by same.
- Draft estate planning documents for wide net worth variance of clients.
- Represent clients in cases filed in probate court in various Missouri jurisdictions.
- Provide superior representation to all clients including monthly status reports and weekly reviews of files.
Required Experience:- Juris Doctorate from an accredited university
- Licensed to practice law in Missouri.
- 2-5 years of experience as a practicing attorney; experience as a trust officer may be considered.
- Experience drafting estate planning documents, probate, trust administration.
- Ability to quickly learn new technical programs and software.
Preferred Experience- Experience with trust and probate litigation
- Experience representing clients for guardianship and conservatorship applications.
- Experience planning for high or ultra-high net worth clients and general taxation experience / knowledge
- Experience with Medicaid asset planning
- Additional license in Illinois, Kansas, or Florida is a plus.
TuckerAllen provides exceptional benefits and a great working environment including:- 100% Employer paid health premiums and incentives for wellness program participation
- Employer paid dental premiums
- Employer paid Life, LTD & STD premiums.
- Just Posted
Estate Planning Paralegal
- Adams & Martin Group
-
St. Louis, MO
FULL_TIME
- Adams & Martin Group is seeking a meticulous and organized professional to join a dynamic team as an Estate Planning Paralegal. In this role, you will collaborate closely with esteemed attorneys and c...
- 25 Days Ago
Leasing Consultant
- Monument Real Estate Services
-
Maryland, MO
FULL_TIME
- Monument Real Estate Services is proud to announce our recognition on the prestigious 2024 Best Places to Work in Multifamily list! We are seeking a highly motivated and customer-oriented individual t...
- 1 Month Ago
Retirement Planning Strategy Consultant
- Wells Fargo
-
SAINT LOUIS, MO
FULL_TIME
- About this role:Wells Fargo is seeking a senior level Retirement Planning Consultant with demonstrated experience in retirement savings strategies, income structuring, tax and estate planning, and ris...
- 21 Days Ago
Contingency and Risk Planning Consultant
- Wells Fargo
-
SAINT LOUIS, MO
FULL_TIME
- About this role:Wells Fargo is seeking a Contingency and Risk Planning Consultant working in Advice & Planning as part of Wealth & Investment Management. In this role, the Consultant will need to have...
- 22 Days Ago
Contingency and Risk Planning Consultant
- Wells Fargo
-
St. Louis, MO
FULL_TIME
- About this role: Wells Fargo is seeking a Contingency and Risk Planning Consultant working in Advice & Planning as part of Wealth & Investment Management. In this role, the Consultant will need to hav...
- 23 Days Ago
Estate Planning Consultant jobs at Popular Companies
Planning Analyst
- Hantz Group
-
Marquette, MI
- Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their ...
- 5/7/2024 12:00:00 AM
Planning Analyst
- Hantz Group
-
Midland, MI
- Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their ...
- 5/7/2024 12:00:00 AM
Account Executive
- FirstLantic Healthcare
-
Delray Beach, FL
- As an Account Executive for FirstLantic Healthcare, you will be at the forefront of creating new partnerships, helping t...
- 5/6/2024 12:00:00 AM
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...
- 5/6/2024 12:00:00 AM
Estate Planning Specialist
- Fisher Investments
-
Plano, TX
- Do you enjoy evaluating complex information and helping others understand? Are you passionate about applying your knowle...
- 5/6/2024 12:00:00 AM
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...
- 5/5/2024 12:00:00 AM
Trusts & Estates Attorney
- Barnes, Pailhe & King Legal Search
-
- Our clients seek Trusts & Estates attorneys, in estate planning, litigation and administration. For Estate Planners: sea...
- 5/4/2024 12:00:00 AM
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...
- 5/4/2024 12:00:00 AM
About Missouri
Missouri is landlocked and borders eight different states as does its neighbor, Tennessee. No state in the U.S. touches more than eight. Missouri is bounded by Iowa on the north; by Illinois, Kentucky, and Tennessee across the Mississippi River on the east; on the south by Arkansas; and by Oklahoma, Kansas, and Nebraska (the last across the Missouri River) on the west. Whereas the northern and southern boundaries are straight lines, the Missouri Bootheel protrudes southerly into Arkansas. The two largest rivers are the Mississippi (which defines the eastern boundary of the state) and the Misso...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$94,512 to $137,362
Most Popular Cities in Missouri for Estate Planning Consultant Jobs
What does an Estate Planning Consultant do?
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.
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Estate Planning Consultant in Appleton, WI
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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.
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