Estate Planning Consultant jobs in Glendale, AZ

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)

C
Estate Planning Paralegal
  • Cantor Law Group
  • Phoenix, AZ FULL_TIME
  • Cantor Law Group offers a minimum starting pay of $75,000 per year – more, depending on experience. We are seeking a paralegal with five (5) plus years of Arizona experience handling all aspects of estate planning, including sophisticated estate planning for high-net-worth clients.

    Responsibilities:

    • Draft wills, trusts, powers of attorney, and other estate planning documents
    • Stay up-to-date on changes in estate planning law
    • Work with other members of the legal team to provide comprehensive legal services to clients

    · Work closely with attorney to ensure that all cases are receiving the necessary attention

    · File paperwork, LLC, deeds, titles, etc.

    · Provide communication to Client’s regarding case status

    Requirements:

    · Bachelor’s Degree: Has a verified bachelor’s degree, or extensive workforce experience.

    · Five (5) plus years of Arizona experience handling all aspects of estate planning, including sophisticated estate planning for high-net-worth clients

    We offer an outstanding benefits package, which includes ten (10) days paid holidays, fifteen (15) days paid vacation days, and five (5) personal or sick time off days a year (i.e., 30 paid days off per year). Upon completion of the first year of employment we do offer loyalty vacation time off, which means an employee can earn an additional one (1) day off per year of employment with the Firm for the first five (5) years. Thereafter, each employee will receive 5 additional days of Loyalty Vacation on their 10th anniversary, 15th anniversary, etc., while employed with the Firm. The Firm pays for half of the cost of the employee’s base plan medical insurance benefits for the first year of employment. At 1 year of employment, the Firm pays for all of the cost for the employee’s individual base plan medical insurance benefits. Dental/Vision and Life insurance are also paid for by the Firm upon initial enrollment. Additional insurance is available for the employee to add on for self, self and spouse/domestic partner, self and children, or entire family. Also, a 401K with a very generous employer match of 3.5% is offered. Lastly, the Firm pays for your parking beginning on day one.

    Cantor Law Group is an AV-rated family law firm listed in Martindale-Hubbell's Bar Register of Preeminent Lawyers. The Firm has expanded this year and is still continuing to grow at a rapid pace.

    Cantor Law Group recently added the 28th floor penthouse, which is 9,200 square feet of beautiful office space, in addition to the already existing 25,000 square feet of office space, occupying the entire 23rd floor and part of the 24th floor in the two Renaissance Tower in downtown Phoenix. Our 15-attorney Firm is on the grow, emerging as the preferred choice for family law in Arizona. Cantor Law Group is now expanding further into the practice area of estate planning.

    Job Type: Full-time

    Pay: From $75,000.00 per year

    Benefits:

    • 401(k)
    • 401(k) matching
    • Dental insurance
    • Free parking
    • Health insurance
    • Life insurance
    • Paid sick time
    • Paid time off
    • Referral program
    • Vision insurance

    Schedule:

    • 8 hour shift
    • Monday to Friday

    Work Location: In person

  • 13 Days Ago

M
Paralegal (Estate Planning)
  • Magellan Financial
  • Phoenix, AZ FULL_TIME
  • Your Chance to Join a Rapidly Growing Company and Shape Financial Futures! Who We Are:Foundations Investment Advisors, based in Phoenix, Arizona (www.FIWealth.com), goes beyond traditional asset manag...
  • 25 Days Ago

P
Leasing Consultant-Union Hills
  • PEM REAL ESTATE GROUP
  • Glendale, AZ FULL_TIME
  • We are looking for an experienced Leasing Consultant for an apartment community located in Glendale, AZ to add to our work family team. We are a mid-sized national property management company with a f...
  • 6 Days Ago

F
Monetary Strategy and Planning Consultant
  • Fidelity Investments
  • Peoria, AZ FULL_TIME
  • Job Description:Financial ConsultantIf you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then joi...
  • 1 Month Ago

B
Distribution Planning Consultant (Phoenix)
  • Burns & McDonnell
  • Phoenix, AZ FULL_TIME
  • Description Performs a broad range of studies and other consulting services such as load flow, transfer capability, system impact studies, generation interconnection, reliability planning, distributed...
  • 1 Month Ago

C
Vice President, Estate Planning and Administration
  • Careers
  • Phoenix, AZ FULL_TIME
  • Job OverviewBusiness, Estate Planning and Investments firm is seeking a Senior Estate Planning Client ServicesTeam Member to prepare presentations for extremely high net worth clients in the areas of ...
  • 1 Month Ago

Filters

Clear All

Filter Jobs By Location
  • Filter Jobs by companies
  • More

0 Estate Planning Consultant jobs found in Glendale, AZ area

M
Paralegal (Estate Planning)
  • Magellan Financial & Insurance Services, Inc.
  • Phoenix, AZ
  • Your Chance to Join a Rapidly Growing Company and Shape Financial Futures! Who We Are: Foundations Investment Advisors, ...
  • 4/19/2024 12:00:00 AM

Z
Director of Business Development, Builder
  • Zonda
  • Phoenix, AZ
  • Director of Business Development |Builder Sales Team Phoenix, Remote | Full Time Zonda (formerly Hanley Wood | Meyers Re...
  • 4/19/2024 12:00:00 AM

R
Real Estate Development Manager
  • RETS Associates
  • Phoenix, AZ
  • RETS Associates, on behalf of our client, is seeking a Development Manager with several years of commercial real estate ...
  • 4/18/2024 12:00:00 AM

C
Project Manager - Mission Critical
  • Clayco
  • Phoenix, AZ
  • About Us: Clayco is a full-service, turnkey real estate development, master planning, architecture, engineering and cons...
  • 4/18/2024 12:00:00 AM

B
Critical Facility Engineer (217193)
  • BGIS
  • Mesa, AZ
  • Job Description Job Description BGIS is currently seeking a Critical Facility Engineer to join the team in Mesa, AZ. BGI...
  • 4/17/2024 12:00:00 AM

O
Leasing Consultant - Optima (Arizona)
  • Optima, Inc.
  • Scottsdale, AZ
  • Job Description Job Description Are you driven? Do you like a fast-paced, exciting environment? Are you a problem solver...
  • 4/16/2024 12:00:00 AM

R
Real Estate Development Manager
  • Rets Associates
  • Phoenix, AZ
  • RETS Associates, on behalf of our client, is seeking a Development Manager with several years of commercial real estate ...
  • 4/16/2024 12:00:00 AM

S
Leasing Consultant - Avion on Legacy
  • Simpson Housing LLLP
  • Scottsdale, AZ
  • Overview: Simpson Housing is a large, fully-integrated real estate company with an enthusiastic entrepreneurial spirit. ...
  • 4/15/2024 12:00:00 AM

Glendale /ˈɡlɛndeɪl/ is a city in Maricopa County, Arizona, United States, located about nine miles (14 km) northwest from Downtown Phoenix. According to the 2017 U.S. Census estimates, the population of the city is 246,709. Glendale is located at 33°32′19″N 112°11′11″W / 33.53861°N 112.18639°W / 33.53861; -112.18639 (33.538654, −112.186261)....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$97,771 to $142,094
Glendale, Arizona area prices
were up 2.2% 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