Estate Planning Consultant jobs in Stratford, CT
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 Data Entry Operator
- Better Homes and Gardens Real Estate Advantage Realty
-
Bridgeport, CT
FULL_TIME
- Company DescriptionFor more than 90 years, Better Homes and Gardens has been the leader in everything related to the home. As part of Realogy Holdings Corporation, Better Homes and Gardens Real Estate balances the future of innovation and the tradition of home via our growing network of affiliated real estate agents and brokers. We're guided by our core values - passion, authenticity, inclusion, growth and excellence (PAIGE), and pride ourselves on remaining a beacon of professionalism.The Better Homes & Gardens brand is deeply embedded in American culture. The brand has served as an inspiration for all matters relating to the home for decades. Today it remains a well-respected, trusted source to guide consumers, young and old, in making a house feel like their home. Add to that our innovative technology and it’s clear to see how affiliated agents and brokers remain relevant before, during and after the real estate transaction.Job DescriptionIn your role as a real estate data entry operator, you will play a crucial role in upkeep and updating our database. In order to maintain correct and current records, you will be responsible for accurately entering a variety of data. The ideal candidate for this role will have strong organizational skills, a sharp eye for detail, and the capacity to work independently in a remote setting. Pay: $26.81 - $29.97 per hourResponsibilitiesUpdate and add transactions, client information, and real estate data to the database.Examine and amend data to make sure it is accurate and comprehensive.Collaborate with your teammates to resolve any discrepancies found in the data.Be mindful of privacy and abide by data security regulations.Assist in creating reports and presentations using the data acquired.Performing secretarial duties entails filing, monitoring office supplies, scanning, and printing as needed.QualificationsA high school certificate or its equivalent; a bachelor's degree is ideal but not necessary.Solid background in data entry or a related field.Strong command of the language and procedures used in real estate.A strong command of computers, including the MS Office suite and data input programs.Remarkable precision and attention to detail.The capacity to operate autonomously with little guidance.Outstanding organizing and time management skills.Good communication abilities, particularly while working in a remote team.Additional InformationBetter Homes and Gardens Real Estate Advantage Realty is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law. All your information will be kept confidential according to EEO guidelines.
- 28 Days Ago
Sales Support Administrator
- Anywhere Real Estate
-
Fairfield, CT
FULL_TIME
- The Sales Support Administrator will be responsible for coordinating and supporting sales office operations in the local branch office. The ideal candidate will have a strong service background, atten...
- 2 Days Ago
Wealth Planning Associate
- Dalio Family Office
-
Westport, CT
FULL_TIME
- Wealth Planning Associate | (Hybrid, in office at least 2 days a week- primarily Tuesdays & Wednesdays) Dalio Family Office Overview: The Dalio Family Office (DFO) supports Barbara and Ray Dalio and t...
- 4 Days Ago
VP Planning, Inventory and Delivery
- Hubbell Incorporated
-
Shelton, CT
FULL_TIME
- Job Overview The Vice President of Planning, Inventory and Delivery will be responsible for advancing the planning, inventory and SIOP processes. The strategic leader works with the Segment materials ...
- 22 Days Ago
Maintenance Technician - Huntington Townhomes
- The Inland Real Estate Group of Companies
-
Shelton, CT
FULL_TIME
- Huntington Townhomes in Shelton, CT has an opening for a full-time, Maintenance Technician! We offer full-time employees health benefits, paid vacation and sick time, 401K with a company match, and co...
- 15 Days Ago
Real Estate Sales Agent
- Marriott Realty Group
-
Fairfield, CT
FULL_TIME
- Our market is rapidly expanding! Our office has more leads than we can handle (our current agents literally can't keep up)! We are a technology-driven real estate company with an aggressive internet l...
- 17 Days Ago
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0 Estate Planning Consultant jobs found in Stratford, CT area
Resident Fair Housing and Equity Manager (Glendower Group/ECC) On-site
- Nonprofit HR
-
New Haven, CT
- Resident Fair Housing and Equity Manager (Glendower Group/ECC)On-site About Glendower Group: The Glendower Groupis a non...
- 4/19/2024 12:00:00 AM
Director of Sales
- Atria Senior Living
-
Glen Cove, NY
- Responsibilities The Community Sales Director ("CSD") is responsible for achieving and exceeding the community's monthly...
- 4/19/2024 12:00:00 AM
Experienced Real Estate Agent
- Howard Hanna | Rand Realty
-
Fairfield, CT
- Who We Are Rand Realty is a family-owned brokerage born in 1984 when our founder, Marsha opened her new real estate offi...
- 4/18/2024 12:00:00 AM
Real Estate Listing Agent
- Howard Hanna | Rand Realty
-
Danbury, CT
- Who We Are Rand Realty is a family-owned brokerage born in 1984 when our founder, Marsha opened her new real estate offi...
- 4/18/2024 12:00:00 AM
Experienced Real Estate Agent
- Howard Hanna | Rand Realty
-
Norwalk, CT
- Who We Are Rand Realty is a family-owned brokerage born in 1984 when our founder, Marsha opened her new real estate offi...
- 4/18/2024 12:00:00 AM
Entry-Level Real Estate Agent
- Howard Hanna | Rand Realty
-
Stamford, CT
- Who We Are Rand Realty is a family-owned brokerage born in 1984 when our founder, Marsha opened her new real estate offi...
- 4/18/2024 12:00:00 AM
Real Estate Buyer's Agent
- Howard Hanna | Rand Realty
-
Stamford, CT
- Who We Are Rand Realty is a family-owned brokerage born in 1984 when our founder, Marsha opened her new real estate offi...
- 4/18/2024 12:00:00 AM
Real Estate Sales Agent
- Howard Hanna | Rand Realty
-
Stamford, CT
- Who We Are Rand Realty is a family-owned brokerage born in 1984 when our founder, Marsha opened her new real estate offi...
- 4/18/2024 12:00:00 AM
About Stratford, Connecticut
Stratford is a town in Fairfield County, Connecticut, United States. It is situated on Long Island Sound along Connecticut's "Gold Coast" at the mouth of the Housatonic River. Stratford is in the Bridgeport–Stamford–Norwalk Metropolitan Statistical Area. It was founded by Puritans in 1639.
The population was 51,384 as of the 2010 census. It is bordered on the west by Bridgeport, to the north by Trumbull and Shelton, and on the east by Milford (across the Housatonic River). Stratford has a historical legacy in aviation, the military, and theater.
According to the United States Census Bureau, ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$112,120 to $162,948
Stratford, Connecticut area prices
were up 1.7% from a year ago
were up 1.7% from a year ago
What does an Estate Planning Consultant do?
Estate Planning Consultant in New Haven, CT
The training program should include topics such as key steps in creating an estate plan, legal issues related to estate planning, charitable contribution strategies, tax planning and estate tax implications, financial considerations and special situations that impact estate planning.
November 29, 2019
Estate Planning Consultant in Somerset, NJ
Training to become an Estate Planning Consultant is your opportunity to create income streams that add real value to your business whilst enhancing existing client relationships.
February 24, 2020
Estate Planning Consultant in Virginia Beach, VA
They are rapidly expanding and now require additional home based consultants / advisers with experience in selling Wills, Trusts and Funeral Plans.
January 02, 2020