Estate Planning Consultant jobs in Georgia
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
Attorney - Estate Planning
- TrustWorks
-
Cartersville, GA
FULL_TIME
-
TrustWorks is seeking Estate Planning attorneys for its Georgia offices. TrustWorks provides comprehensive personalized estate planning services to help clients prepare for the future. We are in need of exceptionally outgoing and charismatic candidates. Our impressive Attorneys deliver seminars to educate clients about estate planning concepts and strategies.
Become the Managing Attorney of your own office – and serve your own community and surrounding communities. Mentorship and training will be provided. You will receive outstanding support from our amazing team of Legal Assistants, Paralegals and Client Success Coordinators who are meticulously selected to be part of your team. It is a unique opportunity for career development and offers an opportunity for quick growth and advancement.
The Firm offers a workplace where everyone feels welcomed. You will find a collaborative and enthusiastic team whose focus is to provide their clients with world-class legal services. If you are a licensed attorney in Georgia, passionate about helping people, want less stress, an excellent work/life balance, and are highly motivated, then this IS the opportunity for you.
Responsibilities- Provide prospective clients with live seminar on information about Estate Planning.
- Ability to handle a high volume of one-on-one consultations with 20 – 30 new clients per month.
- Handle matters from inception to conclusion, including meeting with clients, developing a strategy for an estate plan, and overseeing the preparation of the appropriate estate planning documents to meet the client’s objectives.
- Demonstrates a high degree of discretion, confidentiality, and integrity in the handling of personal client information.
- Reports on caseload at a weekly case review meeting with the Regional Managing Attorney
- Communicates with clients in person and via mail, email and telephone to commence an engagement, to keep the matter moving forward on a timely basis, and to make certain that the efforts of the firm’s support staff are in tune with the client’s needs.
- Minimum 1-3 years of experience in Estate Planning, Elder Law or Probate Law.
- Admission to the Georgia Bar and be in Good Standing.
- Effective, clear, concise, and accurate communication, both oral and written, at an appropriate level to the situation and the client.
- Excellent organizational, analytical skills, and attention to detail.
- Must possess excellent interpersonal and presentation skills.
- Demonstrated client relationship skills, including the ability to lead in-person client meetings.
- Generous amounts of time away from work to promote a healthy work-life balance. We offer paid vacation to all full-time employees in addition to observing 10 holidays annually.
- A substantial benefit package for health insurance including Medical, Dental, Vision and Life insurance at no charge for the employee and made available for your dependents to enroll for coverage.
- 2 Days Ago
Estate Planning Paralegal
- Steele Law Firm
-
Marietta, GA
FULL_TIME,PART_TIME
- Are you looking for a position where you can make a positive impact on people’s lives? Do you love getting all the document details correct as efficiently as possible? Do you want to work in a growing...
- 18 Days Ago
Estate Planning Attorney
- Collabera
-
Atlanta, GA
FULL_TIME
- Company DescriptionEstablished in 1991, Collabera has been a leader in IT staffing for over 22 years and is one of the largest diversity IT staffing firms in the industry. As a half a billion dollar I...
- 21 Days Ago
Leasing consultant
- RangeWater Real Estate
-
Duluth, GA
FULL_TIME
- Description Bi-Lingual Preferred Spanish & English* What does this role entail? The Leasing Consultant executes the property's marketing, leasing, and renewal strategies to achieve occupancy, revenue,...
- 5 Days Ago
Leasing consultant
- RangeWater Real Estate
-
Pooler, GA
FULL_TIME
- Description Position Summary : Executes the property's marketing, leasing, and renewal strategies to achieve occupancy, revenue, and resident retention goals by performing all activities related to le...
- 6 Days Ago
Leasing consultant
- RangeWater Real Estate
-
Lawrenceville, GA
FULL_TIME
- Description What does this role entail? Executes the property's marketing, leasing, and renewal strategies to achieve occupancy, revenue, and resident retention goals by performing all activities rela...
- 20 Days Ago
Estate Planning Consultant jobs at Popular Companies
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
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
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
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
About Georgia
Georgia is a state in the Southeastern United States.Beginning from the Atlantic Ocean, the state's eastern border with South Carolina runs up the Savannah River, northwest to its origin at the confluence of the Tugaloo and Seneca Rivers. It then continues up the Tugaloo (originally Tugalo) and into the Chattooga River, its most significant tributary. These bounds were decided in the 1797 Treaty of Beaufort, and tested in the U.S. Supreme Court in the two Georgia v. South Carolina cases in 1923 and 1989.
The border then takes a sharp turn around the tip of Rabun County, at latitude 35°N, thou...
Source: Wikipedia (as of 04/17/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$96,111 to $139,683
Most Popular Cities in Georgia for Estate Planning Consultant Jobs
What does an Estate Planning Consultant do?
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