Estate Planning Consultant jobs in Columbus, OH

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

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Leasing Consultant
  • Coastal Ridge Real Estate
  • Groveport, OH FULL_TIME
  • What You’ll Do:

    As a Leasing Consultant, you’ll be responsible for all aspects of leasing production at your property and provide top notch service for the day to day needs of our valued residents. This is a full-time, non-exempt position reporting to the Property Manager.
     
    Where You’ll Work:
     
    Welcome to The Baylor, a luxury apartment community located in Groveport, OH. Our community offers the perfect blend of upscale living and accessibility. With easy access to US-33 as well as shopping and dining options, The Baylor will meet one’s everyday needs. Inside our modern one, two, and three-bedroom apartments residents will find a fully equipped kitchen with a pantry and island, spacious walk-in closets, a master bedroom with dual closets and a private patio or balcony. 

    Your Responsibilities:
     
    • Ensure that both individual and group leasing targets are achieved for the community and proactively communicate both opportunities or threats to the Property Manager.
    • Ensure all lead information is entered, accurate and complete within Entrata.
    • Ensure that all rental inquiries online, in person, or over the phone are responded to quickly and effectively.
    • Ensure all prospects are followed up with through via phone, email or letter within 24 hours.
    • Warm call prospects as needed.
    • Meet, greet & provide tours to leasing prospects.
    • Ensure an in-depth understanding of site leasing trends, traffic patterns and product availability and how that relates to sales and closing process.
    • Ensure all models, office and clubhouse areas, common areas and the “tour route” are maintained to the highest standards of cleanliness and maintenance and proactively communicate any problems to the appropriate party.
    • Properly close the leasing process by asking for the sale.
    • Participate in marketing and outreach efforts.
    • Assist with the planning and hosting of resident events.
    • Effectively manage the community waitlist and communicate with prospects as changes occur.
    • Ensure the proper execution of all screening procedures.
    • Ensure the proper preparation and execution of the lease agreement and related move-in paperwork.
    • Ensure the proper collection of all funds and move-in related fees.
    • Provide support and assistance to all customer service efforts at the community.
    • Write up and file service requests from residents upon receipt.
    • Completes other tasks as directed and assigned.
     
    Required Qualifications:
     
    • High school diploma or equivalent.
    • Ability to read and write English fluently.
    • Computer literacy required.
    • Previous leasing and/or sales experience strongly preferred. Experience in multifamily housing also preferred.
    • Previous experience with property management software such as Entrata, OneSite or Yieldstar preferred.

  • 14 Days Ago
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Leasing Consultant
  • Coastal Ridge Real Estate
  • Hilliard, OH FULL_TIME
  • What You’ll Do: As a Leasing Consultant, you’ll be responsible for all aspects of leasing production at your property and provide top notch service for the day to day needs of our valued residents. Th...
  • 1 Month Ago
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Leasing Consultant
  • Coastal Ridge Real Estate
  • Albany, OH FULL_TIME
  • What You’ll Do: As a Leasing Consultant, you’ll be responsible for all aspects of leasing production at your property and provide top notch service for the day to day needs of our valued residents. Th...
  • 1 Month Ago
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Leasing Consultant
  • Coastal Ridge Real Estate
  • Columbus, OH FULL_TIME
  • What You’ll Do: As a Leasing Consultant, you’ll be responsible for all aspects of leasing production at your property and provide top notch service for the day to day needs of our valued residents. Th...
  • 1 Month Ago
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Part-time Leasing Consultant
  • GoldOller Real Estate Investments
  • Columbus, OH PART_TIME
  • Ready for more than just a job? Join us at GoldOller, where we're not just changing the game in multi-family living – we're revolutionizing it! Position: Part-time Leasing Consultant (Agent, Specialis...
  • 12 Days Ago
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Estate Planning Attorney- Remote Position
  • TriFound
  • Columbus, OH CONTRACTOR
  • Job Description Estate and Document Attorney We are looking for an attorney to assist our Tax and Wealth Management teams with Estate Planning. You will be working directly with the client on a remote...
  • Just Posted
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0 Estate Planning Consultant jobs found in Columbus, OH area

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Sales Associate, Apartments.com - Columbus, OH
  • CoStar Realty Information, Inc.
  • Columbus, OH
  • Sales Associate, Apartments.com - Columbus, OH Job Description **Job Description - Sales Associate, Multifamily Marketin...
  • 4/25/2024 12:00:00 AM
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Real Estate Junior Analyst
  • Novogradac & Company LLP
  • Columbus, OH
  • Position Summary The Real Estate Junior Analyst position is responsible for performing multifamily real estate market re...
  • 4/24/2024 12:00:00 AM
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State Income and Franchise - Investment Management Tax Manager - Multistate
  • Deloitte
  • Columbus, OH
  • Are you a strategic and creative Multistate Tax professional who loves solving complex state and local tax issues? Are y...
  • 4/24/2024 12:00:00 AM
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Employee Relations Specialist (Construction)
  • Black & Veatch
  • Columbus, OH
  • Employee Relations Specialist (Construction) Date: Apr 9, 2024 Location Overland Park, KS, US US Company: Black & Veatch...
  • 4/24/2024 12:00:00 AM
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Valuation Specialist
  • Colliers International
  • Columbus, OH
  • Make your next move an expert one. At Colliers it's not our success that sets us apart, it's how we achieve it. Our peop...
  • 4/22/2024 12:00:00 AM
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Assistant Manager
  • Fairfield Residential Company
  • Columbus, OH
  • **** **Assistant Manager** **$1,000 Sign-On Bonus*** **Assistant Property Manager** **ABOUT THIS ASSOCIATE:** Fairfield ...
  • 4/22/2024 12:00:00 AM
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Leasing Manager
  • Morgan Properties
  • Columbus, OH
  • Overview: Seize Your Opportunity! Career Growth Opportunities + Much More! 20% Rental Discount! Pay: $22.00 to $26.00/ho...
  • 4/21/2024 12:00:00 AM
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NEW HOME SALES CONSULTANT
  • Fischer Homes Inc
  • Columbus, OH
  • to learn more. **Sales Careers** Take control of your career by joining our sales team! Our sales professionals enjoy th...
  • 4/21/2024 12:00:00 AM
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About Columbus, Ohio

The confluence of the Scioto and Olentangy rivers occurs just north-west of Downtown Columbus. Several smaller tributaries course through the Columbus metropolitan area, including Alum Creek, Big Walnut Creek, and Darby Creek. Columbus is considered to have relatively flat topography thanks to a large glacier that covered most of Ohio during the Wisconsin Ice Age. However, there are sizable differences in elevation through the area, with the high point of Franklin County being 1,132 ft (345 m) above sea level near New Albany, and the low point being 670 ft (200 m) where the Scioto River leaves...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$97,177 to $141,231
Columbus, Ohio area prices
were up 1.3% from a year ago
View detail

What does an Estate Planning Consultant do?

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