Estate Planning Consultant jobs in Massachusetts
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 Attorney
- The Parents Estate Planning Law Firm, PC
-
Acton, MA
FULL_TIME
-
Description
Are you an experienced estate planning attorney who wants to make a meaningful impact on the lives of children, parents, and families? Are you eager to work directly with clients, guiding them in creating the right plan that ensures a bright future for their families, even in a potentially dark time? Are you ready to utilize your estate planning knowledge and experience to help prospective new clients understand why estate planning is so important and how easy it can be for them to take that next step?
If this describes you, keep on reading ….
We are looking for an Estate Planning Attorney – someone who shares our passion for estate planning for younger families, cares deeply about making sure that children are protected and cared for by the people their parents want no matter what, is committed to creating an amazing client experience, and has the ability to be a calming and comforting presence for clients during a potentially anxious time.
If you are looking to join a growing firm where you are involved in all phases of planning – from initial client consults to plan design and drafting to signing meetings to educating the community during live events and webinars, we would love to talk with you.
The Parents Estate Planning Law Firm is a fast-growing estate planning law firm in Acton, MA, focused on the unique estate planning needs of both young families and empty nesters. We provide exceptional client service in the areas of kid’s protection planning, wills, trusts, estates, and asset protection.
To be a successful candidate for this position, you will have 3-6 years of experience in creating, drafting, and implementing comprehensive trust-based estate plans, and an interest in stepping out into the community and educating parents about the need for planning.
If this sounds like you, we want to meet you!
Compensation: $125,000 - $140,000 yearly - 10 Days Ago
Planning consultant
- Your RAD Travels
-
Boston, MA
FULL_TIME
- Job Description This is a remote position. We are looking for a Planning Consultant who will help our clients plan smartly and achieve more savings. Individuals join our company because we provide a d...
- 13 Days Ago
Client Services Coordinator
- The Parents Estate Planning Law Firm, PC
-
Acton, MA
FULL_TIME
- About Our FirmThe Parents Estate Planning Law Firm is a fast-growing Estate Planning law firm located in Acton, MA. Our work is focused on the unique estate planning needs of both young families and e...
- 10 Days Ago
Estate Administration / Estate Planning Attorney
- MacLean Holloway Doherty & Sheehan, P.C.
-
Peabody, MA
FULL_TIME
- We are a busy, prestigious general practice law firm on the North Shore seeking an estate administration / estate planning attorney with approximately 3 to 5 years’ experience to join our team. This i...
- 27 Days Ago
Estate Planning Associate
- Jobot
-
Newburyport, MA
FULL_TIME
- Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page!Job detailsThis Jobot Job is hosted by David RueffAre you a fit? Easy Apply now by clicking the "Easy Ap...
- 2 Days Ago
Estate Planning Attorney
- BCG Attorney Search
-
Franklin, MA
FULL_TIME
- Practice Area: Trusts and Estates,Estate & Tax Planning,Trusts and Estates - General, Job Type: Attorney,Firm Type: Law Firm, Experience: 1 Years, Franklin office of a BCG Attorney Search Top Ranked L...
- 5 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...
- 6/12/2024 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 Massachusetts
Massachusetts is the 7th-smallest state in the United States. It is located in the New England region of the northeastern United States and has an area of 10,555 square miles (27,340 km2), 25.7% of which is water. Several large bays distinctly shape its coast. Boston is the largest city, at the inmost point of Massachusetts Bay, and the mouth of the Charles River.
Despite its small size, Massachusetts features numerous topographically distinctive regions. The large coastal plain of the Atlantic Ocean in the eastern section of the state contains Greater Boston, along with most of the state's po...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$108,137 to $157,162
Most Popular Cities in Massachusetts 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