Estate Planning Consultant jobs in North Dakota
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
Consultant - Succession and Retirement Planning
- AgCountry Farm Credit Services
-
Minot, ND
FULL_TIME
-
Office location is flexible within northwestern North Dakota region for the right candidate.
Major Responsibilities- Delivers quality consulting services to customers in the area estate, retirement, transition, and succession planning. The position will enhance and expand customer relationships and create opportunities to build and further grow AgCountry’s reputation in the agricultural community. The position will require the consultant to work directly with customers to understand customer needs and goals and to present the best solutions.
- Collaborates as a key resource in designing, developing, and implementing AgCountry education programs in the area of estate, retirement, transition and succession planning. Participates in the development and delivery of Succession and Retirement Planning program content, procedures, and goals to enhance the total value brought to AgCountry customers and staff. Ensures that solutions are responsive to customer needs, the marketplace, and AgCountry teammates.
- Coordinates with corporate departments, branch offices, and co-workers to address customer goals.
- Maintains a highly sophisticated level of knowledge and expertise in the estate planning, accounting, tax, and consulting fields while serving as an educational and informational resource for customers and staff. Proactively expands and maintains expert and technical competency through continuing education.
- Bachelor's degree in accounting, business management, agriculture, or other related field; or equivalent work experience.
- A self-starter who can manage many open tasks and files at a time.
- Five or more years of accounting, financial, business, tax, or succession and retirement experience
- Knowledge of agriculture, preferably with a farm background
- Knowledge of AgCountry’ s financial products, services, policies, and procedures
- Strong verbal, listening and written communication skills.
- Interpersonal skills, with the ability to influence interactions.
- Strong virtual and live presentation skills
- Analytical, conceptual, and organizational skills
- Demonstrated ability to work with others, strong teamwork, and leadership skills.
- Ability to problem solve and bring solutions with minimal direction from supervisor
- Ability to travel approximately 50% of the time
- Official Designation such as CRPC, CFP, CTFA, CPA, or JD preferred
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Financial Planning Consultant
- New York Life - Joseph Wald
-
Bismarck, ND
FULL_TIME
- Financial ProfessionalAre you a leader who has the following traits?CompetitiveEntrepreneurialCoachableCommunicativeSelf-disciplinedAuthenticIf the answer is yes, consider becoming an insurance agent ...
- 12 Days Ago
Consultant - Succession and Retirement Planning
- AgCountry Farm Credit Services
-
Dakota, ND
FULL_TIME
- Office location is flexible within northwestern North Dakota region for the right candidate.We are seeking a full-time Consultant-Succession and Retirement Planning to join our team! Office location i...
- 30 Days Ago
Real Estate Consultant (m/w/d)
- Alasco
-
Munich, ND
FULL_TIME
- Unser Versprechen: Wir bauen ein Software Unternehmen auf, in dem schlaue und kreative Köpfe wie du ihr Bestes geben, um die Immobilienbranche zu einer treibenden Kraft für positive Veränderungen zu m...
- 5 Days Ago
Real Estate Agent-Bismarck, ND
- Brandenburg Crew Real Estate Team
-
Bismarck, ND
FULL_TIME
- Take your career to the next level. Looking for sales agents who have sold a few, or even MANY homes and have realized that there has to be a better way to do this job! So you know... The Brandenburg ...
- 26 Days Ago
PGIM Real Estate Deutschland
- 611 PGIM Real Estate Germany AG
-
Munich, ND
OTHER
- - Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Prudential is a multinational financial services leader with oper...
- 12 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 North Dakota
North Dakota is a Midwestern state of the United States. It borders Canada and lies at the center of the North American continent. The geographic center of North America is near the town of Rugby. Bismarck is the capital of North Dakota, and Fargo is the largest city.
Soil is North Dakota's most precious resource. It is the base of the state's great agricultural wealth. But North Dakota also has enormous mineral resources. These mineral resources include billions of tons of lignite coal. In addition, North Dakota has large oil reserves. Petroleum was discovered in the state in 1951 and quickly...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$98,397 to $143,006
Most Popular Cities in North Dakota for Estate Planning Consultant Jobs
What does an Estate Planning Consultant do?
Estate Planning Consultant in Grand Rapids, MI
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