Estate Planning Consultant jobs in Daytona Beach, FL

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)

R
Estate Planning/Probate Paralegal
  • Robert Kit Korey, P.A.
  • Ormond Beach, FL FULL_TIME
  • Local Ormond Beach law firm seeks hard working detail oriented legal assistant. We seek an individual who has experience with handling a probate administration from the issuance of the letters of administration through the discharge of the estate and the drafting of estate planning documents.

    The ideal applicant must possess the ability to work independently and complete assigned work in a timely manner while handling several cases at one time. Ability to work efficiently in a busy environment while maintaining a positive attitude with clients and co-workers is a must. Candidates must have prior law firm experience, be proficient in MS Word, comfortable with technology and able to quickly learn new software, with a solid employment history.

    Duties include:

    * Prepare correspondence, probate and guardianship pleadings, and other legal documents.

    * E-file pleadings and court documents.

    * Coordinate calendar and schedule appointments.

    * Maintain correspondence with Clients/others.

    * General office administration to support the attorney.

    Benefits include:

    * 401(k)

    * 401(k) matching

    * Health insurance

    * Paid time off

    * Paid sick leave

    * Free parking

    * Professional development assistance

    To be considered for this position, please reply with your cover letter, resume, and salary requirements to kevin@koreylawpa.com.

    Interviews will begin immediately for qualified candidates

    Job Type: Full-time

    Pay: $42,769.18 - $51,506.97 per year

    Benefits:

    • 401(k)
    • 401(k) matching
    • Dental insurance
    • Health insurance
    • Life insurance
    • Paid sick time
    • Paid time off
    • Vision insurance

    Schedule:

    • Monday to Friday

    Travel requirement:

    • No travel

    Ability to Relocate:

    • Ormond Beach, FL: Relocate before starting work (Required)

    Work Location: In person

  • 5 Days Ago

F
Real Estate Buyers Specialist
  • Florida Life Real Estate Group, LLC
  • Smyrna, FL FULL_TIME
  • Florida Life Real Estate Group is a top-rated team brokerage with 500 5-star Reviews and over 1,000 Homes Sold in Volusia County. We have immediate openings for more team players. We are looking for t...
  • 4 Days Ago

F
Real Estate Administrative Transaction Coordinator
  • Florida Life Real Estate Group, LLC
  • Smyrna, FL FULL_TIME
  • FULL-TIME Applicants Only - On-Site Position We are looking for a Transaction Coordinator/Office Assistant for our real estate office. We are looking for a long-term-minded professional with a record ...
  • 4 Days Ago

F
Real Estate Buyer’S Sales Specialist
  • Florida Life Real Estate Group, LLC
  • Smyrna, FL FULL_TIME
  • Florida Life Real Estate Group is a top-rated team brokerage with 500 5-Star Reviews and over 1,000 Homes Sold in Volusia County. We have immediate openings for more team players. We are looking for t...
  • 1 Day Ago

1
Real Estate Sales Associate - Training Provided
  • 1st Class Real Estate The Borges Group
  • Daytona Beach, FL FULL_TIME,PART_TIME
  • Join our team at 1st Class Real Estate and embark on a journey to elevate your real estate career! We're on the lookout for driven individuals like you to become part of our dynamic team of Real Estat...
  • 1 Day Ago

C
Planning Manager
  • City of Deltona
  • Deltona, FL FULL_TIME
  • Planning Manager ISSUE DATE: 02/01/2024 CLOSING DATE: Open Until Filled ELIGIBILITY: Internal & External LOCATION: Planning & Development Department Regular Full-Time Exempt Anticipated Hiring Range: ...
  • 16 Days Ago

Filters

Clear All

  • Filter Jobs by companies
  • More

0 Estate Planning Consultant jobs found in Daytona Beach, FL area

R
Tax Manager
  • Rudolph & Shivers PLLC
  • Oviedo, FL
  • Job Description Job Description Rudolph & Shivers, PLLC is a strong, growing public accounting firm with 20+ years of ex...
  • 4/18/2024 12:00:00 AM

C
Apartment Leasing Professional
  • ConcordRENTS
  • Daytona Beach, FL
  • Job Description Job Description This position is right for you, if you wish to contribute to the success of the communit...
  • 4/18/2024 12:00:00 AM

C
Assistant Apartment Community Director
  • ConcordRENTS
  • Daytona Beach, FL
  • Job Description Job Description This position is right for you, if you wish to contribute to the success of the communit...
  • 4/18/2024 12:00:00 AM

C
Assistant Apartment Maintenance Manager
  • ConcordRENTS
  • Daytona Beach, FL
  • Job Description Job Description This opportunity is right for you if you have experience with painting, plumbing, electr...
  • 4/16/2024 12:00:00 AM

I
New Home Sales Associate
  • Ici Homes
  • Ormond Beach, FL
  • New Home Sales Associate serving Palm Coast and Ormond Beach Area Serving in the important role of New Home Sales Associ...
  • 4/16/2024 12:00:00 AM

M
Assistant Property Manager
  • Multifamily Property Management Company
  • Daytona Beach, FL
  • Job Description Job Description Via Corso a thriving apartment community committed to providing exceptional living exper...
  • 4/15/2024 12:00:00 AM

C
Apartment Leasing Manager
  • ConcordRENTS
  • Daytona Beach, FL
  • Job Description Job Description BASIC PURPOSE: Performs functions to manage and participate in the implementation of the...
  • 4/14/2024 12:00:00 AM

I
New Home Sales Associate
  • ICI Homes
  • Ormond Beach, FL
  • New Home Sales Associate serving Palm Coast and Ormond Beach Area Serving in the important role of New Home Sales Associ...
  • 4/14/2024 12:00:00 AM

Daytona Beach is a city in Volusia County, Florida, United States. It lies about 51 miles (82.1 km) northeast of Orlando, 86 miles (138.4 km) southeast of Jacksonville, and 242 miles (389.5 km) northwest of Miami. In the 2010 U.S. Census, it had a population of 61,005. It is a principal city of the Deltona–Daytona Beach–Ormond Beach metropolitan area, which was home to 600,756 people as of 2013. Daytona Beach is also a principal city of the Fun Coast region of Florida. The city is historically known for its beach where the hard-packed sand allows motorized vehicles to drive on the beach in res...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$89,854 to $130,588
Daytona Beach, Florida 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