Estate Planning Consultant jobs in Charlotte, NC

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)

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Leasing consultant
  • Sentinel Real Estate
  • Charlotte, NC FULL_TIME
  • Leasing Consultant

    A National Property Management Company is seeking to hire a Leasing Consultant.

    Position Overview:

    The Leasing Consultant will show and lease apartments to prospective residents and assist with renewal leases for existing residents; as well as effectively, courteously and efficiently provide costumer service to prospects and existing residents.


    Job Duties:

    • Meet and qualify all prospective residents and obtain necessary guest card information.
    • Obtain accurate traffic source information and enter it correctly in the system.
    • Show prospective residents the models and units available for rent.
    • Take applications for rental, accept rental deposits, and process applications for approval procedure.
    • Answer telephone and Internet inquires providing information in response to rental inquiries. Make follow-up calls and e-mail responses as necessary.
    • Assist in the lease renewal process performing duties as assigned by the General Manager or Assistant Manager.
    • Open and secure models and "show" apartments daily. Help maintain the rental office, models and show apartments at all times.
    • Walk the property daily to inspect rent ready apartments and the general condition of the community.

    Requirements for Leasing Consultant:

    • Full time position with regularly scheduled weekend hours.
    • Ideal candidate will have previous apartment industry experience.
    • Must be organized and detail oriented, possess strong marketing and sales skills, effective communication skills, and experience with telephone sales presentation.
    • Must have good interpersonal and customer service skills.
    • Computer skills required
    • Knowledge of Yardi software is a plus.
    • Must possess a current and valid Driver's License.

    Benefits:

    • 401k Plan
    • Health, Dental and Life Insurance
    • Paid Vacation and Sick
    • Participation in bonus program
  • 24 Days Ago

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Director of Capital Planning and Real Estate
  • Charlotte-Mecklenburg Schools
  • Charlotte, NC FULL_TIME
  • General Definition of Work The director of capital planning and real estate, under minimal supervision, performs senior-level work with extensive decision-making discretion leading, planning, coordina...
  • 1 Month Ago

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Business Planning Consultant
  • wellsfargo
  • Charlotte, NC FULL_TIME
  • Title: Business Planning ConsultantLocation:Charlotte, NCPhoenix, AZDuration: 12 monthsBenefits on offer for this contract position: Health Insurance, Life insurance, 401K and Voluntary BenefitsSummar...
  • 20 Days Ago

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Business Planning Consultant (contract)
  • Wells Fargo
  • Charlotte, NC FULL_TIME
  • Title: Business Planning Consultant Location: Charlotte, NC Phoenix, AZ Duration: 12 months Benefits on offer for this contract position: Health Insurance, Life insurance, 401K and Voluntary Benefits ...
  • 21 Days Ago

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Lead Strategy & Planning Consultant
  • Advocate Aurora Health
  • Charlotte, NC FULL_TIME
  • Title: Lead Strategy & Planning ConsultantLocation:Charlotte, NCDuration: 6 monthsBenefits on offer for this contract position: Health Insurance, Life insurance, 401K and Voluntary BenefitsSummary:Lea...
  • 9 Days Ago

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Senior Lead Strategy & Planning Consultant
  • Wells Fargo
  • CHARLOTTE, NC FULL_TIME
  • About this role:Wells Fargo is seeking a Senior Lead Business Execution Consultant as a part of Consumer Operations team.The Consumer Operations team is embarking on a large scale program to transform...
  • 9 Days Ago

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0 Estate Planning Consultant jobs found in Charlotte, NC area

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Estate Planning Attorney
  • Marcellino & Tyson, PLLC
  • Charlotte, NC
  • About us We are seeking an Estate Planning Attorney to join our team. Applicants must be licensed to practice law in Nor...
  • 4/25/2024 12:00:00 AM

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Financial Planning and Investment Analyst
  • Ryan Consulting Group
  • Charlotte, NC
  • Job Description Job Description ROLE AND RESPONSIBILITIES: - Support financial managers in delivering timely and accurat...
  • 4/25/2024 12:00:00 AM

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Project Director - Industrial
  • Clayco
  • Charlotte, NC
  • About Us: Clayco is a full-service, turnkey real estate development, master planning, architecture, engineering and cons...
  • 4/24/2024 12:00:00 AM

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Business Development/Account Rep - In-Person/Non-Remote (FT)
  • Richstone Surfaces
  • Charlotte, NC
  • About The Company Richstone Surfaces is a family-owned and operated business that started in 2007 focused on high-qualit...
  • 4/24/2024 12:00:00 AM

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Senior Project Manager
  • Specialized Recruiting Group - Charlotte, NC
  • Charlotte, NC
  • Specialized Recruiting Group is excited to share a NEW opportunity with a local Charlotte real estate investment firm. T...
  • 4/24/2024 12:00:00 AM

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Leasing Consultant - The Stead at Farmington
  • RangeWater Real Estate
  • Charlotte, NC
  • Job Description Position Summary: Executes the property's marketing, leasing, and renewal strategies to achieve occupanc...
  • 4/23/2024 12:00:00 AM

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Apartment Maintenance Supervisor
  • Nhe Inc.
  • Kings Mountain, NC
  • Job Description Job Description Salary: $25-$28 per hourMaintenance SupervisorLocation: Cambridge Oaks II Apartments - K...
  • 4/22/2024 12:00:00 AM

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Leasing Consultant - The Maxwell at Highland Creek
  • RangeWater Real Estate
  • Charlotte, NC
  • Welcome! Interested in becoming a Ranger? Read more. At RangeWater, we look for people who show up and work together to ...
  • 4/21/2024 12:00:00 AM

Charlotte (/ˈʃɑːrlət/) is the most populous city in the U.S. state of North Carolina. Located in the Piedmont, it is the county seat of Mecklenburg County. In 2017, the U.S. Census Bureau estimated the population was 859,035, making it the 17th-most populous city in the United States. The Charlotte metropolitan area's population ranks 22nd in the U.S., and had a 2016 population of 2,474,314. The Charlotte metropolitan area is part of a sixteen-county market region or combined statistical area with a 2016 census-estimated population of 2,632,249. Between 2004 and 2014, Charlotte was ranked as...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$95,990 to $139,505
Charlotte, North Carolina area prices
were up 1.5% from a year ago

Estate Planning Consultant in New Haven, CT
The training program should include topics such as key steps in creating an estate plan, legal issues related to estate planning, charitable contribution strategies, tax planning and estate tax implications, financial considerations and special situations that impact estate planning.
November 29, 2019
Estate Planning Consultant in Somerset, NJ
Training to become an Estate Planning Consultant is your opportunity to create income streams that add real value to your business whilst enhancing existing client relationships.
February 24, 2020
Estate Planning Consultant in Virginia Beach, VA
They are rapidly expanding and now require additional home based consultants / advisers with experience in selling Wills, Trusts and Funeral Plans.
January 02, 2020