Estate Planning Consultant jobs in Alabama

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
  • BCG Attorney Search
  • Foley, AL FULL_TIME
  • Practice Area: Estate & Tax Planning,Trusts and Estates - General, Job Type: Attorney,

    Firm Type: Law Firm, Experience: 3 Years, Foley office of our client seeks an estate planning attorney with 3 years of prior experience. The candidate will meet with clients, put them at ease, have sensitive conversations about their family and other issues, and advise them on estate planning options. Present estate planning strategies to clients that address their needs in a language that non-lawyers can understand. Prepare estate planning documents, and review and explain the documents to clients. Continually learn new developments and refine your skills in modern estate planning strategies and tactics. Learn the firms current processes and procedures, and continue to adapt to new ways of accomplishing goals. Work with the team to continually improve and develop processes and procedures. A license to practice law in Alabama is required.Additional Skills: The candidate must have a JD from an accredited law school. Must be willing to innovate more efficient ways of doing things and open to change. Integrity, honesty, and trustworthiness must be unwavering in order to succeed, along with a willingness to do whatever it takes to help the team as a whole. Must have the ability to work independently with minimal supervision. Must be a self-starter that will address team and client needs in a quick and successful manner. Must have a positive attitude, be driven to learn, grow, and always treat others with respect and professionalism. Must enjoy being warm, hospitable, engaging, friendly, empathetic, and passionate about helping people solve problems. Must be proficient at using a computer (tech-savvy) and knowledge of computer programs such as saving documents in folders, typing, Word, Excel, Gmail, Google Drive, Google Calendar and case management software. The firm offers benefits that include Health insurance and Paid time off.
  • 10 Days Ago

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Estate Planning Sales Person
  • The Law Offices of Brenton C. McWilliams
  • Foley, AL FULL_TIME
  • Are you an experienced sales professional? We have an exciting new sales opportunity in estate planning.We are a fast-growing estate planning law firm with three offices in Baldwin County, Alabama. We...
  • 17 Days Ago

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Estate Planning Attorney
  • The Law Offices of Brenton C. McWilliams
  • Spanish Fort, AL FULL_TIME
  • We are actively hiring for this position. The Law Offices of Brenton C. McWilliams is an estate planning and probate law firm with several offices in Baldwin County, Alabama. We are growing and excite...
  • 19 Days Ago

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Estate Planning Attorney
  • The Law Offices of Brenton C. McWilliams
  • Orange, AL FULL_TIME
  • Do you love helping people? Are you a positive person who would like to work in an enthusiastic team atmosphere with accountable co-workers? Are you proactive and self-motivated? Are you eager to lear...
  • 20 Days Ago

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Leasing Consultant - The Glenn
  • RangeWater Real Estate
  • Auburn, AL FULL_TIME
  • Welcome! Interested in becoming a Ranger? Read more.At RangeWater, we look for people who show up and work together to achieve success and make positive impacts on the lives we touch and enrich the co...
  • 15 Days Ago

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Leasing Consultant
  • Inland Residential Real Estate Services, LLC
  • Huntsville, AL FULL_TIME
  • Artisan at Twickenham Square apartments in Huntsville, AL has an opening for a Full-Time Leasing Consultant! (www.liveatartisanapartments.com) We are currently looking for an ambitious leasing consult...
  • 18 Days Ago

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Estate Planner
  • Gpac
  • Los Angeles, CA
  • A prestigious boutique law firm seeks an exceptional Attorney with extensive experience in Estate Planning. We're curren...
  • 6/10/2024 12:00:00 AM

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Estate Planner
  • Baird
  • Dallas, TX
  • Challenge your thinking and build an amazing career with the best people in the financial services industry! Baird's Fin...
  • 6/10/2024 12:00:00 AM

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Estate Planning Attorney
  • Tresp Law, APC
  • Job Description : Tresp Law, APC, seeks to add an Estate Planning Attorney with three to five years of demonstrable expe...
  • 6/9/2024 12:00:00 AM

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Community Sales Director
  • Atria Senior Living
  • Carmichael, CA
  • Responsibilities The Community Sales Director ("CSD") is responsible for achieving and exceeding the community's monthly...
  • 6/9/2024 12:00:00 AM

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Community Sales Director
  • Atria Senior Living - El Camino Gardens
  • Carmichael, CA
  • Overview: We create communities where employees thrive in their work, helping our residents thrive in their homes. We st...
  • 6/9/2024 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...
  • 6/8/2024 12:00:00 AM

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Director of Sales
  • Atria Senior Living
  • Carrollton, TX
  • Responsibilities The Community Sales Director ("CSD") is responsible for achieving and exceeding the community's monthly...
  • 6/8/2024 12:00:00 AM

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Tax Manager Public Accounting
  • Sable Group LLC
  • Beachwood, OH
  • Job Description Job Description A boutique tax and accounting firm on the east side of Cleveland is looking for a self-s...
  • 6/7/2024 12:00:00 AM

Alabama (/ˌæləˈbæmə/) is a state in the southeastern region of the United States. It is bordered by Tennessee to the north, Georgia to the east, Florida and the Gulf of Mexico to the south, and Mississippi to the west. Alabama is the 30th largest by area and the 24th-most populous of the U.S. states. With a total of 1,500 miles (2,400 km) of inland waterways, Alabama has among the most of any state. Alabama is nicknamed the Yellowhammer State, after the state bird. Alabama is also known as the "Heart of Dixie" and the "Cotton State". The state tree is the longleaf pine, and the state flower is...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$91,340 to $132,750

Estate Planning Consultant in Grand Rapids, MI
This may mean that your estate or a specific gift may not pass to those that you had intended or wished.
January 02, 2020
Estate Planning Consultant in Appleton, WI
Find more Estate Planning Law near Estate Planning Consultants of Hawaii.
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Estate Planning Consultant in Colorado Springs, CO
Purpose MCR is planning to greatly increase its existing pipeline of both medium and long term sites across the UK.
December 15, 2019