Estate Planning Consultant jobs in Idaho
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
Director of Estate, Trust & Gift Planning
- uidaho
-
Moscow, ID
FULL_TIME
- This position will be working with the development team to advance the mission of the University of Idaho by inspiring private giving among alumni, friends, corporations, and foundations. By building and strengthening relationships, our donor-centered approach connects stakeholders’ passions and philanthropic goals with opportunities to support the university priorities.Duties may include:Establishes relationships with planned giving donors and prospects that incorporate visits, proposals, and ongoing stewardshipMaintains personal responsibility for a portfolio of 75-100 donors and prospects; will make 120-160 strategic moves per year and submit 30-45 proposals of $25,000 or more per yearClose $3-$5M in new gifts and commitments per yearWorks with professional advisors of prospective donorsSupervise other planned giving officersParticipates with the OETGP team to brainstorm, review, edit and improve OETGP marketing and to establish an overall marketing planGives periodic planned giving presentations/training to development officers, volunteers, donor and prospect groups and professional organizationsShares in staffing the Gift Acceptance Committee and OETGP Planned Giving Advisory Board(s)Other duties as assigned
- 13 Days Ago
Estate Planning Attorney- Remote Position
- TriFound
-
Boise, ID
CONTRACTOR
- Job Description Estate and Document Attorney We are looking for an attorney to assist our Tax and Wealth Management teams with Estate Planning. You will be working directly with the client on a remote...
- 26 Days Ago
SAP SAC Planning Consultant
- capgemini
-
Boise, ID
FULL_TIME
- Duration: 6 monthsLocation: Remote - Occasional travel required Able to work on SAC Analytical Applications.Able to showcase the technical features of SAC – Budgeting & Planning and Workflow Process.U...
- 1 Month Ago
Planning Consultant - Boise, ID
- Fidelity Investments Careers
-
Boise, ID
FULL_TIME
- Job Description:Planning ConsultantAs a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, r...
- 2 Months Ago
Real Estate Assistant
- THG Real Estate
-
Boise, ID
FULL_TIME
- We’re looking for a motivated Real Estate Assistant to assist the principal broker and complete administrative tasks. Our ideal candidate can solve problems quickly and is highly detail-oriented. If y...
- 5 Days Ago
Real Estate Specialist
- Windermere Real Estate
-
Caldwell, ID
FULL_TIME
- At Windermere Real Estate, we're more than just a company - we're a community. We're passionate about going above and beyond to provide exceptional service to our clients and make a positive impact in...
- Just Posted
Estate Planning Consultant jobs at Popular Companies
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...
- 6/12/2024 12:00:00 AM
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
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
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
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
Director of Sales
- Atria Senior Living - Arboretum
-
Austin, TX
- 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
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
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
About Idaho
Idaho (/ˈaɪdəhoʊ/ (listen)) is a state in the northwestern region of the United States. It borders the state of Montana to the east and northeast, Wyoming to the east, Nevada and Utah to the south, and Washington and Oregon to the west. To the north, it shares a small portion of the Canadian border with the province of British Columbia. With a population of approximately 1.7 million and an area of 83,569 square miles (216,440 km2), Idaho is the 14th largest, the 12th least populous and the 7th least densely populated of the 50 U.S. states. The state's capital and largest city is Boise.
Idaho p...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$92,731 to $134,772
Most Popular Cities in Idaho for Estate Planning Consultant Jobs
What does an Estate Planning Consultant do?
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.
February 05, 2020
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