Estate Planning Consultant jobs in Erie, PA
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
- Knox McLaughlin Gornall & Sennett
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Erie, PA
FULL_TIME
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Knox McLaughlin Gornall & Sennett, P.C. is seeking a full-time employee to perform a variety of paralegal and administrative duties. The successful candidate will have the general responsibility for all aspects of a client’s estate plan as assigned by attorney. He/she shall prepare personal financial statements and flow charts of the estate plan, work with client to change asset titles and beneficiary designations as their estate plan dictates, provide estate work support to other members of the firm, and provide estate tax advice to clients.
- 11 Days Ago
- Altair Real Estate Services
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Erie, PA
FULL_TIME
- I. OBJECTIVE The Bookkeeper position will support our Controller in managing the accounting responsibilities for our clients, as well as for the Company itself. The Bookkeeper will assist in administr...
- 21 Days Ago
- Altair Real Estate Services
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Erie, PA
FULL_TIME
- I. OBJECTIVE 1. Provide prompt response to maintenance and facility issues at client properties. 2. Complete triage, simple diagnostics, basic maintenance, and unit turn services as assigned. 3. Empha...
- 3 Days Ago
- Altair Real Estate Services
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Erie, PA
FULL_TIME
- I. OBJECTIVE The Staff Accountant position will support our Controller in managing the accounting responsibilities for our clients, as well as for the Company itself. The Staff Accountant will assist ...
- 12 Days Ago
- Altair Real Estate Services
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Erie, PA
FULL_TIME
- Leasing Agent Responsibilities: Show apartments to prospective tenants Manage the leasing/renewal process from start to finish Keeping an eye on what our competitors are doing by monitoring local mark...
- 12 Days Ago
- Altair Real Estate Services
-
Erie, PA
FULL_TIME
- I. OBJECTIVE The Controller is a management position accountable for the accounting operations of the company, to include the production of financial reports, maintenance of an adequate system of acco...
- 13 Days Ago
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0 Estate Planning Consultant jobs found in Erie, PA area
- Tata Consultancy Services
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Erie, PA
- Job description Responsibility : • Build and maintain support applications and tools • Improve team efficiency and quali...
- 4/26/2024 12:00:00 AM
- Innova Solutions
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Erie, PA
- Innova Solutions is immediately hiring for a .NET Technical Lead with Mendix. Position type: Onsite. Duration: Fulltime ...
- 4/26/2024 12:00:00 AM
- K&K Global Talent Solutions Inc.
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Erie, PA
- K&K Talent Solutions inc is an International recruiting agency that has been providing technical resources in the Europe...
- 4/26/2024 12:00:00 AM
- Novogradac & Co. LLP
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Erie, PA
- Position Summary Novogradac & Company LLP is searching for a Senior Accountant to join our fast-growing firm. The Senior...
- 4/25/2024 12:00:00 AM
- George Baldwin LLC, Realtors
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Erie, PA
- Job Description Job Description We are seeking a part-time secretary/real estate agent with a current real estate licens...
- 4/25/2024 12:00:00 AM
- Excel
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Erie, PA
- Job Description Job Description Assistant Property Manager Part Time Job Description Residential Property Manager (HUD)(...
- 4/24/2024 12:00:00 AM
- Northwest
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Erie, PA
- The Regional Commercial Relationship Manager is responsible for serving as a trusted business advisor to clients and pro...
- 4/23/2024 12:00:00 AM
- Excel
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Erie, PA
- Job Description Job Description Position Summary The Assistant Property Manager is responsible for managing all day-to-d...
- 4/22/2024 12:00:00 AM
About Erie, Pennsylvania
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