Estate Planning Consultant jobs in Manchester, NH

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)

S
Estate Planning Legal Assistant
  • Shaheen & Gordon, PA
  • Manchester, NH FULL_TIME
  • Job description
    Estate Planning Legal Assistant – Full-time

    Shaheen & Gordon, P.A. is seeking an energetic and detail oriented full-time Legal Assistant to join our growing Estate Planning practice group in the Manchester, NH office. The ideal candidate is a professional with a desire to further their career in the legal field and must demonstrate the ability to work as a member of a team, in addition to working independently. The responsibilities assigned to this role include:

    Duties include, but not limited to:

    • Opening and closing of files
    • Receiving, scanning, and distributing incoming and outgoing mail correspondence
    • Schedule appointments, meetings, and calendar court dates/deadlines
    • Strong communication skills via phone and email with potential new clients and existing clients
    • Finalize original Estate Planning binders for clients
    • Assist with Court filings
    • Handle filing for both paper and electronic files

    Requirements:

    • Minimum of 1-3 years’ experience in trusts and estates, or related fields is preferred
    • Strong computer skills in Microsoft Office, Outlook, Excel, Adobe, scanning and maintaining electronic files is a plus
    • Attention to detail and proofreading skills
    • Must have excellent secretarial skills with the ability to multi-task under pressure and prioritize

    Shaheen & Gordon is an Equal Opportunity employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy), gender identity or expression, national origin, citizenship, veteran status, age, physical or mental disability, genetic information, marital status, sexual orientation, or any other consideration made unlawful by applicable federal, state or local laws in all aspects of employment, including but not limited to recruitment, hiring, training, evaluation, transfer, promotion, discipline, compensation, termination, and layoff.

    Shaheen & Gordon presents a pleasant, supportive, challenging, non-smoking work environment. Salary commensurate with experience, with excellent benefits including health insurance, flexible spending account, and 401(k) plan employer match. Please submit your cover letter and resume to careers@shaheengordon.com.

    No phone calls or agencies please. EOE.

    Job Type: Full-time

    Pay: $24.00 - $26.00 per hour

    Benefits:

    • 401(k)
    • Dental insurance
    • Health insurance
    • Life insurance
    • Paid time off
    • Vision insurance

    Schedule:

    • 8 hour shift
    • Monday to Friday

    Work Location: In person

  • 1 Day Ago

A
Senior Planning Consultant/Delay Consultant
  • AECOM
  • Peterborough, NH FULL_TIME
  • Company DescriptionWork with Us. Change the World.At AECOM, we're delivering a better world. Whether improving your commute, keeping the lights on, providing access to clean water, or transforming sky...
  • 2 Months Ago

U
Estate Planning Attorney Network - Streamlined Client Processing
  • United Placement Group
  • Manchester, NH OTHER
  • Whether you are growing an existing solo practice or just starting out on your own, we would love to help. If you are looking for personal and professional growth, this relationship is perfect for you...
  • 6 Days Ago

P
Associate Attorney, Real Estate, Trust & Estate Planning (Manchester, NH)
  • Primmer Piper Eggleston & Cramer PC
  • Manchester, NH FULL_TIME
  • August, 2023 PRIMMER PIPER EGGLESTON & CRAMER PC, a regional law firm with offices in Vermont, New Hampshire, and Washington, D.C., seeks an attorney to join its real estate and estate planning teams ...
  • 14 Days Ago

N
Planning Associate
  • Northeast Planning Associates
  • Bedford, NH FULL_TIME,PART_TIME
  • We are an independent Wealth Management firm located in Southern NH seeking a high quality, energetic individual to work directly with our financial planning team serving a group of successful financi...
  • 2 Months Ago

O
Entry Level Real Estate
  • Onyx Real Estate Group, Coldwell Banker Realty
  • Bedford, NH FULL_TIME
  • Do you want to start a career or have your real estate career take off quicker with one of the highest producers in the area? No real estate license required, just be in the progress or willing to get...
  • 11 Days Ago

Filters

Clear All

Filter Jobs By Location
  • Filter Jobs by companies
  • More

0 Estate Planning Consultant jobs found in Manchester, NH area

Y
Mortgage Originator Market Leader
  • YourWayHome.com LLC
  • Strafford, NH
  • (In-House lender to 11,000 real estate agents, plus guaranteed leads) We are hiring an experienced mortgage originator t...
  • 5/7/2024 12:00:00 AM

E
Wealth Management Assoc. - Southern New Hampshire
  • Equitable Advisors
  • Portsmouth, NH
  • Responsibilities Our team of Financial Professionals strive to provide knowledgeable, objective financial guidance and c...
  • 5/6/2024 12:00:00 AM

F
SVP, Investment Consultant Relations
  • Fidelity TalentSource LLC
  • Merrimack, NH
  • Job Description: The Role As a Senior Vice President, Relationship Manager (RM) you will cultivate relationships with th...
  • 5/6/2024 12:00:00 AM

C
Project Management Consultant
  • CBRE
  • Concord, NH
  • Project Management Consultant Job ID 160057 Posted 26-Mar-2024 Service line Advisory Segment Role type Full-time Areas o...
  • 5/6/2024 12:00:00 AM

C
EV - Business Development Representative (Remote)
  • CBRE
  • Concord, NH
  • EV - Business Development Representative (Remote) Job ID 165889 Posted 02-May-2024 Service line Advisory Segment Role ty...
  • 5/5/2024 12:00:00 AM

S
Business Development Officer
  • St. Mary's Bank
  • Manchester, NH
  • WHAT'S NOT TO LOVE ABOUT WORKING AT ST. MARY'S BANK? At St. Mary's Bank, we take pride in our heritage as New Hampshire'...
  • 5/4/2024 12:00:00 AM

C
Waste Sustainability Consultant
  • CBRE
  • Concord, NH
  • Waste Sustainability Consultant Job ID 159604 Posted 18-Mar-2024 Service line GWS Segment Role type Full-time Areas of I...
  • 5/4/2024 12:00:00 AM

P
Assistant Project Manager
  • PSG Global Solutions Careers
  • Nashua, NH
  • Apply now and our proprietary system will quickly have you in front of a live recruiter. The Opportunity Description We'...
  • 5/3/2024 12:00:00 AM

Manchester is a city in the southern part of the U.S. state of New Hampshire. It is the most populous city in northern New England, an area comprising the states of Maine, New Hampshire, and Vermont. As of the 2010 census the city had a population of 109,565, up slightly to 111,196 in a 2017 estimate. The combined Manchester-Nashua Metropolitan Area had a 2010 population of 400,721. Manchester is, along with Nashua, one of two seats of Hillsborough County, the state's most populous. Manchester lies near the northern end of the Northeast megalopolis and straddles the banks of the Merrimack Rive...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$101,554 to $147,596
Manchester, New Hampshire area prices
were up 1.4% 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