Estate Planning Consultant jobs in West Hartford, 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
Estate Planning Paralegal
- Hiring & Empowering Solutions
-
Hartford, CT
FULL_TIME
- Company DescriptionWe strive to provide the best legal representation possible to our clients. We concentrate in three areasof the law only: Estate Planning Law, Real Estate Law and Bankruptcy Law. With advanced technology and a highly trained and responsive staff, we’re proud of our success record. Our experience and state of the art technology allow us to move files from receipt to conclusion in a professional, efficient and expeditious manner. Job DescriptionDo not even apply unless you are a superstar dynamo and can prove it. Your essence must emulate dynamic, energetic, leadership mentality. We are seeking only candidates with the mindset of executive-level leadership, continuous improvement and team empowerment to deliver consistent results.Punctual/On timeFlexibleSkilled with technology & computersTakes initiative/ is motivatedHas/exhibits common sense & a “business” focused mindsetClient Services Responsibilities, Drafting and Document Production, Review Documents, File Assembly, Lead Client Meetings and file assembly. A professional approach to welcome clients with compassion is a must. It is essential for impeccable leadership mentality, follow up and communication skills with a team approach. Professional demeanor and attitude, a willingness to ask questions and exceptional organizational skills with a care for details required. Must operate with an enthusiasm and a genuine desire to learn and grow. We will delete all candidates without even looking at their resumes that do not include a resume and cover letter.QualificationsRequired experience:Estate Planning: 2 yearsAdditional InformationJob Type: Full-timeJob Location: Hartford, CTSalary: 45K - 65K
- 1 Month Ago
Planning Consultant - West Hartford, CT
- Inclusively
-
West Hartford, CT
FULL_TIME
- Inclusively is partnering with a Multinational Financial Services Company to hire a Planning Consultant - West Hartford, CT.ABOUT INCLUSIVELY:Inclusively is a digital tech platform that connects candi...
- 15 Days Ago
estate planning/probate paralegal/legal assistant
- Charter Oak Law Group, LLC
-
Bloomfield, CT
FULL_TIME,PART_TIME
- Small boutique Estate Planning and Probate Hartford area law firm seeks experienced Paralegal/Legal Assistant.The successful candidate will have a minimum of 3 years of administrative experience, andR...
- 1 Month Ago
Transportation Planning Assistant 2
- State of Connecticut - DOT Bureau of Planning/Research
-
Newington, CT
FULL_TIME
- Introduction The�State of Connecticut, Department of Transportation (DOT), is recruiting for a Transportation Planning Assistant 2,�in a newly formed Public Outreach and Engagement Unit, part of the O...
- 5 Days Ago
Consultant
- RMI Software, LLC.
-
Avon, CT
FULL_TIME
- Start your career with a proven industry leader and put yourself on the path to motivated success. RMI provides accounting software to businesses worldwide. RMI is seeking applicants to join our dynam...
- 7 Days Ago
Consultant
- RMI Software, LLC.
-
Avon, CT
FULL_TIME
- Start your career with a proven industry leader and put yourself on the path to motivated success. RMI provides accounting software to businesses worldwide. RMI is seeking applicants to join our dynam...
- 7 Days Ago
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0 Estate Planning Consultant jobs found in West Hartford, CT area
Paraplanner - Financial Services
- WMGNA,LLC
-
Farmington, CT
- WMGNA, LLC, a top 20 Hartford County Registered Investment Advisory firm, employs a unique method of subscription based ...
- 4/26/2024 12:00:00 AM
Financial Planner - Paraplanner
- Hartford Financial Management Inc./HFM Wealth Management
-
Hartford, CT
- Job Description Job Description We are seeking a dedicated Financial Planner/Paraplanner to join our team in providing c...
- 4/26/2024 12:00:00 AM
Project Management Consultant
- CBRE
-
Hartford, CT
- Project Management Consultant Job ID 160057 Posted 26-Mar-2024 Service line Advisory Segment Role type Full-time Areas o...
- 4/26/2024 12:00:00 AM
Auto Sales Consultants, Up to $100,000 Plus
- KIA of East Hartford
-
East Hartford, CT
- 99 Ash Street., East Hartford, CT 06108 AUTOMOTIVE SALES CONSULTANT Competitive Pay Plan + Commission & Bonuses! Top per...
- 4/25/2024 12:00:00 AM
Wealth Planner
- Fiducient Advisors
-
Windsor, CT
- Fiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan ...
- 4/25/2024 12:00:00 AM
Tax Services Senior - Financial Services Organization EDGE Private Client Services
- EY
-
Hartford, CT
- EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these q...
- 4/24/2024 12:00:00 AM
Executive Client Service Associate
- Edelman Financial Engines
-
Farmington, CT
- Description Executive Client Service Associate (Farmington, CT) At Edelman Financial Engines (EFE), we believe everyone ...
- 4/23/2024 12:00:00 AM
BIM Modeler
- Newmark
-
Hartford, CT
- Newmark Group, Inc. (Nasdaq: NMRK), together with its subsidiaries (“Newmark”), is a world leader in commercial real est...
- 4/22/2024 12:00:00 AM
About West Hartford, Connecticut
According to the United States Census Bureau, the town has a total area of 22.3 square miles (57.7 km2), of which 21.9 square miles (56.6 km2) is land and 0.42 square miles (1.1 km2), or 1.91%, is water.
The west side of West Hartford is flanked by the Metacomet Ridge, a mountainous trap rock ridgeline that stretches from Long Island Sound to nearly the Vermont border. Notable features of the Metacomet Ridge in West Hartford include Talcott Mountain and a number of highland water reservoirs belonging to the Metropolitan District, which maintains watershed and recreation resources on the proper...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$106,380 to $154,606
West Hartford, 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