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)
Are you tired of the big firm environment? Do you have estate planning experience? Do you pride yourself on your relationships with your clients? If so, we are looking for you!
ProvenLaw is seeking an estate planner for our team to handle estate planning, uncontested probate, and trust administration matters.
We value our team and offer:*
*Waiting period applies. Subject to change without notice.
Our ideal candidate has at least 1-5 years’ experience. We look for team members that embody our values: compassion, excellence, innovation, honesty, peace, and reputation.
Duties include but are not limited to:
Education & Qualifications
Salary commensurate with experience.
To apply for this exciting opportunity, please submit a detailed resume and a cover letter telling us (1) why you are searching for a new position, (2) any experience you may or may not have with tax issues related to estate planning, and (3) why you’re the best fit for our firm.
Emails sent directly to the firm, phone calls, or in person applications are not accepted. No agencies please.
Only those candidates being considered will be contacted.
Job Type: Full-time
Pay: $70,000.00 - $130,000.00 per year
Benefits:
Schedule:
Experience:
License/Certification:
Ability to Relocate:
Work Location: In person
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