Estate Planning Consultant jobs in Indiana
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
Financial Consultant
- abrdn Financial Planning and Advice Limited
-
Edinburgh, IN
FULL_TIME
- Job Description At abrdn, our purpose is to enable our clients to be better investors. Clients worldwide trust us to find future-fit investment opportunities to deliver the outcomes they want. Our technology and insight help empower them to make better decisions, while the powerful partnerships we build help to enhance the expertise that we offer. And by enabling clients to invest responsibly, it helps us to build a better world. abrdn Financial Planning Ltd helps people throughout the UK plan for their financial futures with our financial planning and advice services, and digital investing products. Everything we do is designed with our clients in mind. We seek to achieve the best possible outcomes for those who trust us to look after their wealth. We believe that the right advice, given at the right time and in the right way, can make a big difference to helping our clients achieve their goals. About the role If you are an experienced, level 4 qualified Paraplanner interested in combining that expertise with delivery of advice or an Adviser who writes your own suitability reports then our Financial Consultant opportunity could be for you. This Financial Consultant position can be based in our Edinburgh, London, Glasgow, Leeds or Manchester office and will have responsibility for building and maintaining great relationships to deliver high quality financial planning and paraplanning for a large portfolio of clients. If you would like a role that combines advice and para-planning/suitability report writing for an established portfolio of clients, whose advice you can deliver remotely and which comes with a competitive salary and benefits, all as part of the financial planning team at abrdn, then we’d love to hear from you. Key Outputs: Manage a very large portfolio of clients (upwards of 140) typically with AUA below £500k, maintain recurring income stream, delivering high quality financial planning remotely and achieving quality standards on a consistent basis Identify additional opportunities from clients while deepening our understanding of their needs to ensure we exceed expectations and build lasting relationships Maintain up-to-date technical knowledge of investment markets, products and services, financial planning methodologies, tax, key processes, advice guidelines and compliance procedures Build and maintain personal relationships to help identify new opportunities as well as raise our profile within the client bank Undertake paraplanning for own clients, research, analyse and prepare technical reports for clients relevant to their specific goals, seeking support when needed Build links with the clients’ other professional advisers to help the client meet their needs Follow processes and suggest areas for improvement in process, advice guidelines and compliance procedures. Appropriately support or manage improvement implementation Secure client commitment to initial and on-going financial planning services, hence securing and growing assets under advice plus initial and on-going revenues No line management responsibilities To be successful in this role you will: Effectively manage competing priorities such as client meetings and report delivery. Ensure delivery of quality solutions, whilst adhering to processes and systems that have been put in place to protect our clients, our teams and our business Understand our client's needs and requirements with comprehension of how our propositions meet these to be able to deliver value for both clients and the business Have strong influencing and communication skills to build and maintain trusted, strong relationships with clients to aid retention and introductions which generate value for clients and the business Build knowledge of the markets, competitors, products, services, trends, impacting forces and factors that make up the industries which we operate in Develop a network with clients’ professional advisers to help the client achieve their objectives Motivate and support colleagues to drive towards one culture, common beliefs and values Minimum candidate requirements: Diploma in Regulated Financial Planning Strong background in Paraplanning with proven report writing experience. Exposure to a broad range of financial products with an authority to undertake broad financial planning, ensuring each client's goals are fully understood and the most appropriate solution offered with experience across Pension Accumulation and Decumulation, Savings and Investment advice and Protection We are proud to be a Disability Confident Committed employer. Therefore, if you have a disability and would like to submit an application to one of our UK roles under the Disability Confident Scheme, please notify us by completing the relevant section in our candidate questionnaire and one of our team will reach out to support you through your application process. We’re committed to providing an inclusive workplace where all forms of difference are valued and which is free from any form of unfair or unlawful treatment. We define diversity in its broadest sense – this includes but is not limited to our diversity of educational and professional backgrounds, experience, cognitive and neurodiversity, age, gender, gender identity, sexual orientation, disability, religion or belief and ethnicity and geographical provenance. We support a culture that values meritocracy, fairness and transparency and welcomes enquiries from everyone. If you need assistance or an adjustment due to a disability please let us know as part of your application and we will assist. At abrdn, our purpose is to enable our clients to be better investors. abrdn plc manages and administers £496 billion of assets for clients, and has over 1 million shareholders (as of 30th June 2023). Our business is structured around three vectors – Investments, Adviser and Personal – focused on the changing needs of our clients. Across markets globally, we build investment solutions to enable clients to create more opportunities for their futures. Our platform technology and tools help UK wealth managers and financial advisers create more opportunities for their clients and their businesses. Our personal wealth business offers tailored services to help individuals in the UK create financially secure futures in a way that works for them. abrdn.com
- 2 Days Ago
Leasing Consultant
- Friedman Real Estate
-
Indianapolis, IN
FULL_TIME
- Are you ready to connect with potential residents seeking a new home? This position is created for a certain individual that has high energy, great communication and sales skills. In this client facin...
- 2 Days Ago
Part Time Leasing Consultant
- Nolan Real Estate
-
Carmel, IN
PART_TIME
- LOCATION: Penn Circle Apartments- Carmel, IN WHO WE ARE: Nolan Living is a vertically integrated real estate investment and management company that owns and manages a portfolio of 26 multifamily prope...
- 6 Days Ago
Oracle Demand Planning Consultant
- TekisHub Consulting Services
-
Columbus, IN
CONTRACTOR
- Job title: Oracle Demand Planning Consultant Work Location: Columbus, IN – 47201 (day 1 onsite/ Hybrid)Interview Process: Video Interview Job Details: Must Have Skills (Top 3 technical skills only) * ...
- 1 Day Ago
Planning Functional or Technical Consultant
- Oracle
-
Brazil, IN
FULL_TIME
- Partners with customers, sales, engineering and product teams to design, demonstrate and deploy Oracle Cloud architectures that address customer business problems. Drives Oracle Cloud customer consump...
- 19 Days Ago
Leasing Consultant - Meridian Homes at Sycamore Drive
- RangeWater Real Estate
-
Mc Cordsville, IN
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...
- 2 Days Ago
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...
- 6/2/2024 12:00:00 AM
Associate Attorney - Estate Planning/Probate
- Grimaldi Law Firm
-
Hollywood, FL
- Description Flexible Remote Are You the One? Grimaldi Law Firm with an office in Hollywood, Florida, is looking for an e...
- 6/1/2024 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...
- 6/1/2024 12:00:00 AM
Community Sales Director
- Atria Senior Living - Encino Terrace
-
Encino, CA
- Overview: We create communities where employees thrive in their work, helping our residents thrive in their homes. We st...
- 5/31/2024 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...
- 5/30/2024 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...
- 5/30/2024 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...
- 5/29/2024 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...
- 5/29/2024 12:00:00 AM
About Indiana
Indiana /ˌɪndiˈænə/ (listen) is a U.S. state located in the Midwestern and Great Lakes regions of North America. Indiana is the 38th largest by area and the 17th most populous of the 50 United States. Its capital and largest city is Indianapolis. Indiana was admitted to the United States as the 19th U.S. state on December 11, 1816. Indiana borders Lake Michigan to the northwest, Michigan to the north, Ohio to the east, Kentucky to the south and southeast, and Illinois to the west.
Before becoming a territory, various indigenous peoples and Native Americans inhabited Indiana for thousands of ye...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$96,198 to $139,812
Most Popular Cities in Indiana 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