Estate Planning Consultant jobs in Ohio
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
- Real Estate Collections Law
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Middletown, OH
FULL_TIME
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Our trusted attorney will ideally wear two hats, serving as a trusted counselor on both debt collection, and estate planning matters. They will utilize their legal expertise to help navigate the often-complex world of debt recovery. The ideal candidate possesses a unique blend of legal knowledge, client service skills, and a strategic mind for achieving optimal outcomes in both practice areas.
Benefits include: 401K, PTO, Healthcare, and Paid Holiday.
- 1 Month Ago
- Walter Haverfield LLP
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Cleveland, OH
FULL_TIME
- DescriptionThis associate will work in a collaborative work environment with significant growth potential and mentoring opportunities. Candidates who care about their work product, who strive to impro...
- 1 Day Ago
- GPac
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Sidney, OH
FULL_TIME
- Salary: , Reference: DEAEstate4524Sidney Calling all estate planning attorneys wanting to make a change! Highly reputable law firm is looking to add a stellar trust and estates associate to their grow...
- 6 Days Ago
- SSEG
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Westlake, OH
FULL_TIME
- SSEG is an established law firm in Westlake, Ohio and is seeking an entrepreneurial self-sufficient attorney with experience in Probate, Wills, and Estate Planning, to take over a retiring attorney’s ...
- 25 Days Ago
- Cleveland State University
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Cleveland, OH
FULL_TIME
- Plans and executes all planned giving programs for Cleveland State University and the CSU Foundation. Identifies, cultivates, and solicits donors for planned giving bequests, trusts, annuities and rea...
- 25 Days Ago
- Allworth Financial
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Cincinnati, OH
FULL_TIME
- The Financial Services department of Allworth Financial is looking for an entry to mid level Estate Planning Specialist to add to its growing team to provide integrated financial services to our clien...
- 1 Month Ago
Estate Planning Consultant jobs at Popular Companies
- Kds Strategic Search Group
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Farmingdale, NJ
- Title: Chief People Officer Position Type: Perm Travel: 15% (Local) Compensation: $150-190K plus bonus POSITION OVERVIEW...
- 4/18/2024 12:00:00 AM
- KDS Strategic Search Group
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Farmingdale, NJ
- Title: Chief People Officer Position Type: Perm Travel: 15% (Local) Compensation: $150-190K plus bonus POSITION OVERVIEW...
- 4/16/2024 12:00:00 AM
- Linden Thomas And Company
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Charlotte, NC
- Annual Compensation:$170-200K Benefits Offered: 401(k)Fully paidhealth, dental, and vision insurancePaid time off. Daily...
- 4/16/2024 12:00:00 AM
- Financial Life Advisors
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San Antonio, TX
- Financial Life Advisors (FLA) provides our clients with exceptional experiences where they receive customized ongoing gu...
- 4/16/2024 12:00:00 AM
- Fisher Investments
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Plano, TX
- Do you enjoy evaluating complex information and helping others understand? Are you passionate about applying your knowle...
- 4/16/2024 12:00:00 AM
- Tresp Law, APC
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- Job Description : Tresp Law, APC, seeks to add an Estate Planning Attorney with three to five years of demonstrable expe...
- 4/15/2024 12:00:00 AM
- Financial Life Advisors
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San Antonio, TX
- Financial Life Advisors (FLA) provides our clients with exceptional experiences where they receive customized ongoing gu...
- 4/14/2024 12:00:00 AM
- Marys Shelter Of The Treasure Coast
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Stuart, FL
- Job Description Job Description Mary's Home is a Christian, faith-based organization and a transitional home in Stuart, ...
- 4/14/2024 12:00:00 AM