Estate Planning Consultant jobs in La Crosse, WI

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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Property Manager/Real Estate Agent
  • NextHome Prime Real Estate
  • Westby, WI FULL_TIME,PART_TIME
  • We are looking to hire a Property Manager to oversee approximately 80 rental units, while additionally doing some work in residential real estate sales. Part of the wage will be a salaried amount and part will be commission based. The wage provided is based on the set salary and the commission that can be typically earned in Real Estate the 1st year. This is only a range, and a motivated and successful candidate could exceed this pay range in the 1st year.

    The candidate will need to have a valid real estate license from the state of Wisconsin. If the candidate doesn't have a valid real estate license, they must be willing to obtain their license before starting the job.

    Job Description - Property Manager.

    We are seeking a highly organized and experienced property manager to oversee rental properties in Vernon and surrounding counties. The successful candidate will be responsible for ensuring that our properties are well-maintained, rented out to quality tenants, and generating revenue. The property manager will also be responsible for ensuring compliance with local, state, and federal regulations.

    Responsibilities:

    • Manage and oversee day-to-day operations of properties, including maintenance, rent collection, and tenant relations
    • Develop and implement property management plans, budgets, and goals
    • Market and advertise properties to attract new tenants and negotiate leases
    • Conduct property inspections and make repairs or improvements as needed
    • Respond to tenant inquiries and complaints in a timely and professional manner
    • Ensure compliance with all applicable laws, regulations, and company policies
    • Hire and supervise maintenance staff and contractors as needed

    Requirements:

    • Bachelor's degree in business administration, real estate, or a related field (or equivalent experience)
    • Excellent communication and interpersonal skills
    • Ability to manage multiple properties and tasks simultaneously
    • Strong organizational and problem-solving skills
    • Proficiency in computer skills and Microsoft Office Suite
    • Ability to work independently and as part of a team

    Job Description - Realtor

    If the person hired for Property Manager would also like to work as a Realtor, he/she would have the opportunity to do so within our brokerage.

    Requirements:

    • Assist clients and customers with purchase and sales of real estate as a licensed agent in Wisconsin.
    • Provide top notch customer/client service.
    • Provide valuable and current market information and advice.
    • Computer skills necessary.
    • Must be able to clearly communicate with others via phone, text, email, and in person.
    • Must be available days, nights, and weekends as client schedules demand.

    In addition to competitive commission, we offer the following standard services for Realtors:

    • Company Genertated Leads
    • Agent Website
    • Branded Email
    • Signs
    • Standard Listing Signs & Hardware
    • Bed/Bath/Garage Riders (as available)
    • Online Business Services
    • DocuSign
    • Transaction Room
    • Zip Forms
    • E & O Insurance
    • CRM

    PLUS, we offer the Prime Real Estate difference, which includes:

    • Listing Services
    • 3-D Matterport Tour
    • Drone Photography
    • Listing Photos
    • Measurements
    • MLS entry
    • Sign placement & recovery
    • Transaction Coordinator Services
    • Processing accepted offers
    • Ordering title work
    • Deadline reminders

    Responsibilities Include:

    • Network and prospect to find potential clients
    • Travel to properties to examine the features of each home and help clients compare different properties based on their needs
    • Assist clients in developing “wish lists” of features they want in their homes
    • Negotiate contracts so the terms are as favorable as possible for the client
    • Host open houses for brokerage listings

    We are an established brokerage with a proven-track record in providing high-quality service to our clients. Training and in-office support will be provided to new agents as they gain experience. Established agents are encouraged to apply, and can expect to more time with clients and less time doing office work!

    Work Remotely

    • Yes

    Job Types: Full-time, Part-time

    Pay: $40,000.00 - $60,000.00 per year

    Benefits:

    • 401(k)
    • Paid time off

    Schedule:

    • Monday to Friday
    • On call
    • Weekends as needed

    Application Question(s):

    • Why are you interested in applying for this position?
    • What are some days/times you can do an interview?

    Experience:

    • Real Estate: 1 year (Preferred)

    License/Certification:

    • Real Estate License (Preferred)

    Ability to Commute:

    • Westby, WI (Required)

    Work Location: Multiple locations

  • 1 Month Ago

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Real Estate Development Analyst
  • Three Sixty Real Estate Solutions LLC
  • La Crosse, WI FULL_TIME
  • Who We Are Three Sixty Real Estate Solutions is a full-service residential, retail, and commercial development and leasing company with a passionate professional team. We are enthusiastic about caring...
  • 10 Days Ago

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Home Care Aide Needed for Elderly Veteran in Winona, MN
  • Care Planning Institute, Inc
  • Winona, MN FULL_TIME
  • We are a home care aide services agency that has been in business since 2007 and help elderly people stay safe and well in their homes. We offer same day pay options for our caregivers. We are in need...
  • 1 Month Ago

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Maintenance
  • Sunstone Management and Real Estate
  • Winona, MN FULL_TIME,PART_TIME
  • We are looking for a part time maintenance tech (30-40 hours/week) to join our small, but efficient team for an upscale apartment complex located in downtown Winona, MN. Responsibilities include: Tena...
  • 14 Days Ago

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Maintenance Technician
  • Compass Real Estate Management
  • Eau Claire, WI FULL_TIME
  • Compass Real Estate Management is a full-service property management, maintenance and leasing company based in Eau Claire, Wisconsin. Currently Compass manages just shy of 700 residential apartment un...
  • 1 Month Ago

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VP of Financial Planning and Analysis
  • Organic Valley
  • La Farge, WI FULL_TIME
  • VP of Financial Planning and AnalysisIf a company is going to make a difference in today’s world, it’s going to have to think differently. At Organic Valley, our philosophy and decisions are based on ...
  • 18 Days Ago

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0 Estate Planning Consultant jobs found in La Crosse, WI area

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Adjunct-Spanish
  • Viterbo University
  • La Crosse, WI
  • Viterbo University is seeking a pool of qualified applicants for possible temporary part-time teaching assignments. Thes...
  • 4/26/2024 12:00:00 AM

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Crew Member
  • Hardee's
  • La Crosse, WI
  • We are looking for Hardee's Team Members who want a hand in making their Career Superior by working with Superior People...
  • 4/26/2024 12:00:00 AM

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Overnight Lead Skills Trainer
  • Chileda Institute Inc.
  • La Crosse, WI
  • Overnight Lead Skills Trainer (1 positions) Come join Chileda as we celebrate 50 years of Improving Lives in 2023! Chile...
  • 4/26/2024 12:00:00 AM

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Medical Interpreter - Supplemental - Hmong
  • Mayo Clinic Health System
  • La Crosse, WI
  • Why Mayo Clinic Mayo Clinic is top-ranked in more specialties than any other care provider according to U.S. News & Worl...
  • 4/26/2024 12:00:00 AM

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Benefits Specialist
  • Reyes Holdings
  • La Crosse, WI
  • Overview: Reyes Holdings is a global leader in the production and distribution of food and beverage products. Our five b...
  • 4/26/2024 12:00:00 AM

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Solo CDL-A Truck Driver - Competitive Pay - Full Benefits
  • U.S. Xpress
  • La Crosse, WI
  • U.S. Xpress is Now Hiring Solo CDL-A Drivers! Competitive Pay - Full Benefits - Tuition Reimbursement Available Freedom ...
  • 4/26/2024 12:00:00 AM

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Property Manager - Estates at Ellington
  • Kittle Property Group
  • Houston, MN
  • Description Property Manager - Estates at Ellington (Tax Credit) Location: Houston, TX Salary: $45,000 per year Weekly p...
  • 4/24/2024 12:00:00 AM

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On-Call Resident Assistant / Caregiver - Onalaska, WI
  • Walker Methodist
  • Onalaska, WI
  • Join an amazing community that is a member of an award-winning community known for health care excellence. Be a part of ...
  • 4/22/2024 12:00:00 AM

La Crosse is located on the western border of the midsection of Wisconsin, on a broad alluvial plain along the east side of the Mississippi River. The Black River empties into the Mississippi north of the city, and the La Crosse River flows into the Mississippi just north of the downtown area. Just upriver from its mouth, this river broadens into a marshland that splits the city into two distinct sections, north and south. According to the United States Census Bureau, the city has a total area of 22.54 square miles (58.38 km2), of which, 20.52 square miles (53.15 km2) is land and 2.02 square m...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$93,120 to $135,334
La Crosse, Wisconsin 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