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)
Brumbaugh Law Firm is a reputable law firm committed to providing comprehensive legal services in Estate Planning and Elder Law, Probate, and Asset Protection. We prioritize client satisfaction and strive to offer tailored solutions to meet their unique needs. As we continue to expand our team, we are seeking an experienced Estate Planning and Elder Law Attorney licensed in the State of Ohio to join us.
We are Looking for a highly skilled and motivated Estate Planning and Elder Law Attorney with a proven track record of success in handling complex estate planning matters. The successful candidate will be responsible for providing legal guidance, reviewing and customizing documents, sales, and developing strategies to assist clients in preserving and transferring their wealth effectively. This position offers the flexibility to work virtually, in a hybrid capacity, or in-office, depending on individual preferences and business needs.
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0 Estate Planning Consultant jobs found in Lorain, OH area