Estate Planning Consultant jobs in Indianapolis, IN

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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Legal Intake Coordinator
  • Norton Estate Planning & Elder Law Firm, LLC
  • Indianapolis, IN FULL_TIME
  • Looking for a chance to join a close-knit, compassionate team of dedicated legal professionals?

    Our law firm is expanding and needs the help of an Intake Specialist to take our client relations to the next level and manage our growing caseload.

    Our ideal candidate is great on the phone, a naturally compassionate and empathetic listener, and has a dedication to customer service and a passion for helping those in need.

    You’ll have an opportunity to help a thriving law firm succeed and make a tangible difference in our clients’ lives every day. If this sounds like a job you’d love, apply now!

  • 19 Days Ago

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Leasing Consultant
  • Coastal Ridge Real Estate
  • Lafayette, IN 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...
  • 14 Days Ago

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Remote Sales and Use Tax Practitioner- Contract - (TXC245845)
  • RES Consultant Group
  • Indianapolis, IN OTHER
  • Company DescriptionAs a Sales and Use Tax Practitioner you are a member of our client’s network of sales tax experts who work remote with flexible hours. You will be provided a book of business and yo...
  • 2 Days Ago

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IT Director
  • The Consultant’s Consortium
  • Indianapolis, IN FULL_TIME
  • Type: Contract Duration: Until 6/30/2024 Location: Indianapolis, IN (Hybrid Opportunity) No C2C Job Description: Resource will assist with an effort to create strategic IT roadmaps for State agencies....
  • 1 Month Ago

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Provider Enrollment Analyst
  • The Consultant’s Consortium
  • Indianapolis, IN FULL_TIME
  • Type: Contract Duration: Long term assignment Location: Indianapolis, IN 100% remote opportunity Overview: Under the supervision of the Provider Enrollment Supervisor, this position will be responsibl...
  • 1 Month Ago

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Real Estate Sales Specialist
  • CrestPoint Real Estate
  • Indianapolis, IN FULL_TIME
  • Fantastic opportunity here in local Real Estate! We are looking for a go-getter Real Estate Sales Agent! Want to make a lot of money and work with talented people? Love helping people find the home of...
  • 21 Days Ago

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0 Estate Planning Consultant jobs found in Indianapolis, IN area

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Corporate Counsel
  • Precinmac
  • Indianapolis, IN
  • The Corporate Counsel (CC) will serve as a key member of the Company’s Legal Department and will primarily assist with m...
  • 4/25/2024 12:00:00 AM

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New Home Consultant
  • Lennar Homes
  • Carmel, IN
  • Overview Welcome Home! Build your career with Lennar: As one of the nation’s largest builders, Lennar has built over one...
  • 4/25/2024 12:00:00 AM

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Director of Financial Planning
  • Fi3 Financial Advisors Llc
  • Indianapolis, IN
  • As the Director of Financial Planning, you will be charged with leading the Financial Planning department. Duties includ...
  • 4/25/2024 12:00:00 AM

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Vice President of Land Development
  • Lennar Homes
  • Indianapolis, IN
  • Overview Welcome Home! Build your career with Lennar! As one of the nation’s largest builders, Lennar has built over one...
  • 4/24/2024 12:00:00 AM

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Vice President of Land Acquisitions
  • Lennar Homes
  • Indianapolis, IN
  • Overview Welcome Home! Build your career with Lennar! As one of the nation’s largest builders, Lennar has built over one...
  • 4/24/2024 12:00:00 AM

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Director of Financial Planning
  • Fi3 Financial Advisors, LLC
  • Indianapolis, IN
  • As the Director of Financial Planning, you will be charged with leading the Financial Planning department. Duties includ...
  • 4/24/2024 12:00:00 AM

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Senior Program Officer, Lending and Investment
  • Local Initiatives Support Corporation
  • Indianapolis, IN
  • What We DoWith residents and partners, LISC forges resilient and inclusive communities of opportunity across America - g...
  • 4/24/2024 12:00:00 AM

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Veterans Service Representative (Authorizer)
  • Veterans Benefits Administration
  • Indianapolis, IN
  • Summary As a Veterans Service Representative (Authorizer) you will adjudicate and authorize veterans' compensation and p...
  • 4/23/2024 12:00:00 AM

Indianapolis is in the East North Central region of the Midwestern United States, in central Indiana. According to the U.S. Census Bureau, the Indianapolis (balance) encompasses a total area of 368.2 square miles (954 km2), of which 361.5 square miles (936 km2) is land and 6.7 square miles (17 km2) is water. The consolidated city boundaries are coterminous with Marion County, with the exception of the autonomous municipalities of Beech Grove, Lawrence, Southport, and Speedway. Indianapolis is the 16th largest city by land area in the U.S. Indianapolis is within the Tipton Till Plain, a flat to...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$96,286 to $139,936
Indianapolis, Indiana area prices
were up 1.3% 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