Estate Planning Consultant jobs in North Carolina

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 - Now Hiring
  • Carolina Family Estate Planning
  • Cary, NC FULL_TIME
  • Job Description

      • Are you a recent law school graduate with demonstrated interest in estate planning or an experienced attorney who is thinking about making a practice area change?
      • Are you looking for a position with awesome support staff and peers, the flexibility of a hybrid work schedule, and work/life balance?
      • Do you want to be part of a team that is innovating new ways to deliver legal services, including support for clients and families navigating Alzheimer's, dementia, or other prolonged illnesses?

      We are looking for an attorney with your experience and dedication to join our team. At our law firm, you will have the opportunity to work with a talented team of professionals, access to amazing support staff, and the flexibility of a hybrid work schedule that will allow you to excel in your career while maintaining a healthy work/life balance.

      We are a firm that values innovation, and we are committed to finding new and better ways to provide legal services to our clients. As part of our team, you will be at the forefront of creating new approaches to deliver legal services, including support for clients and families dealing with Alzheimer's, dementia, or other prolonged illnesses.

      Carolina Family Estate Planning offers a flexible work environment and competitive compensation and benefits package. Our firm structure is innovative, entrepreneurial, and well-organized. We have a robust administrative and support team so our attorneys can focus on what they do best - providing excellent, unsurpassed legal services for our clients in Wake County and throughout the state of North Carolina.

      Join us in our mission to make a difference in the lives of our clients and their families. Apply now to become a member of our dynamic team of legal professionals.

      Responsibilities
      • You will work directly with clients in designing and implementing a comprehensive estate planning strategy.
      • You will review internally drafted estate planning documents for quality and accuracy.
      • You will work closely with clients as a trusted advisor and will communicate with them in an approachable, "plain English" manner.
      • You will collaborate with other team members on strategies that best serve our clients' interests and provide clients with 5-star service.
      • You will be a team player and contribute to the success of the team.
      Qualifications

      Skills/Characteristics. Are you a good fit?

      • You are well-organized, a fast learner, and share our growth mindset.
      • You always do the right thing.
      • You are passionate about helping others.
      • You thrive on the success of the team and the firm.
      • You follow through on your action items and promises to your clients and to the team.

      Education and Experience:

      • You are licensed to practice law in North Carolina.
      • You are proficient with different software and virtual technology, such as Zoom, Google Workspace, Microsoft applications, and others.

      Compensation:

      • Compensation is commensurate with skill and experience and will include a base salary plus results-based incentives. Total compensation range of $60,000-80,000 based on experience plus results-based incentives.
      • We offer a generous benefits package and flexible work environment.
      • We also offer professional education and career-growth opportunities for those that are motivated to continue growing their professional experience.

      How to Apply

      • Upload your resume
      • You will receive an email with additional information and actions that need to be completed in order to move forward in our hiring process.
      Compensation

      $70,000-$100,000 Base salary DOE plus bonus potential



    Job Posted by ApplicantPro
  • 3 Days Ago

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Estate & Trust Administration Paralegal
  • Carolina Family Estate Planning
  • Cary, NC FULL_TIME
  • Carolina Family Estate Planning is seeking an experienced paralegal who is passionate about helping families navigate a difficult life transition - the loss of a loved one. If you are a paralegal with...
  • 8 Days Ago

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Inside Sales Representative
  • Carolina Family Estate Planning
  • Cary, NC FULL_TIME
  • Are you driven to succeed? Do you aim to be the best at whatever you do? Are you passionate about helping people? Do you want to help families live better lives by planning for a secure future? We are...
  • 20 Days Ago

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Client Relationship Manager
  • Carolina Family Estate Planning
  • Cary, NC FULL_TIME
  • Are you driven to succeed? Do you aim to be the best at whatever you do? Are you passionate about helping people? Do you want to help families live better lives by planning for a secure future? We are...
  • 13 Days Ago

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Chief Operating Officer
  • Carolina Family Estate Planning
  • Cary, NC FULL_TIME
  • Chief Operating Officer - Strategic Leadership Role at a Fast-Growing Innovative Law Firm Carolina Family Estate Planning is recruiting for a Chief Operating Officer to help drive our firm through an ...
  • 14 Days Ago

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Associate Attorney
  • Carolina Family Estate Planning
  • Cary, NC FULL_TIME
  • Associate Attorney: Help Us Introduce People to a Better Way to Do Estate Planning Carolina Family Estate Planning is seeking an extraordinary attorney who is passionate about making estate planning a...
  • 16 Days Ago

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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....
  • 3/29/2024 12:00:00 AM

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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...
  • 3/29/2024 12:00:00 AM

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Social Work Case Manager
  • Caring Friends Home Care
  • Hershey, PA
  • Intervention Associates is seeking PRN Case Managers and Social Workers to bring top-class services to the aging populat...
  • 3/29/2024 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 ...
  • 3/28/2024 12:00:00 AM

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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

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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

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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...
  • 3/25/2024 12:00:00 AM

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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

North Carolina (/ˌkærəˈlaɪnə/ (listen)) is a state in the southeastern region of the United States. It borders South Carolina and Georgia to the south, Tennessee to the west, Virginia to the north, and the Atlantic Ocean to the east. North Carolina is the 28th-most extensive and the 9th-most populous of the U.S. states. The state is divided into 100 counties. The capital is Raleigh, which along with Durham and Chapel Hill is home to the largest research park in the United States (Research Triangle Park). The most populous municipality is Charlotte, which is the second-largest banking center in...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$94,808 to $137,796

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