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)
Do you love helping people? Are you a positive person who would like to work in an enthusiastic team atmosphere with accountable co-workers? Are you proactive and self-motivated? Are you eager to learn and be the expert for your clients?
We are offering a position where you can completely focus on being a lawyer rather than spending substantial time working on the administrative side of the law firm. We value work-life balance and having a life outside of the office. We have a team of professionals that will work with you on delivering to our clients.
This position is in-person. You must be able to regularly be present for client meetings in our offices in Orange Beach, Foley and Daphne.
The Law Offices of Brenton C. McWilliams is an estate planning, elder law, and probate estate administration law firm with several offices in Baldwin County, Alabama. We are growing and excited to add another team member to deliver first-class legal services to our clients.
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