Estate Planning Consultant jobs in Nassau, NY
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)
Recently Added Estate Planning Consultant jobs
Planning Consultant - Seal Beach, CA
- Fidelity Brokerage Services LLC
-
Seal Beach, NY
FULL_TIME
- Job Description: Planning Consultant As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your integrity and adoption of Fidelity’s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity. The Expertise We’re Looking For FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Financial services experience preferably in financial planning Degree and/or other professional certifications such as CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Purpose of Your Role The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day! The Skills You Bring Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families. Ability to profile to understand planning needs and identify appropriate solutions You have a vested interest in building relationships and being an advocate for clients You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship Our Investments in You Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering Educating and planning with clients to uncover opportunities that will lead to the client’s success Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce Building long-lasting, meaningful relationships with clients Mentoring and supporting the success of your peers The base salary range for this position is $60,000 - $100,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Certifications: Series 07 - FINRA Category: Relationship Management At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 2 For roles based in Ireland: Contact AccommodationsIreland@fmr.com For roles based in Germany: Contact Accommodationsgermany@fmr.com Fidelity Privacy Policy
- 13 Days Ago
Real Estate Sales Professional
- Scott Varley Real Estate
-
Albany, NY
FULL_TIME
- Are you a self-starter with the desire to make a better income? Do you love helping others and thrive on making their home vision a reality? If you answered yes to these questions, then we’ve got a ca...
- 12 Days Ago
Real Estate Sales Agent
- Scott Varley Real Estate
-
Albany, NY
FULL_TIME
- Our team is looking for self-motivated, ambitious Sales Agents to join us! We want to help YOU build your career! We pride ourselves on providing proven systems to our agents that will ensure their su...
- 14 Days Ago
Real Estate Accounting Clerk/Bookkeeper
- Carrow Real Estate Services, LLC
-
Albany, NY
PART_TIME,FULL_TIME
- Carrow Real Estate Services, LLC is seeking to hire a real estate accounting clerk/bookkeeper. The bookkeeper will be assigned commercial real estate properties with responsibilities to include managi...
- 1 Day Ago
Financial Planning Specialist - Budget & Planning
- 100 Albany Med Health System
-
Albany, NY
FULL_TIME
- Department/Unit: Budget & Planning Work Shift: Day (United States of America) Salary Range: $60,308.00 - $96,492.00 Financial Planning Specialist Corporate Finance - Budget & Planning Division Albany,...
- 24 Days Ago
Agent Success Manager
- Monticello Real Estate
-
Albany, NY
FULL_TIME
- Are you an experienced Sales Manager or Team Leader looking for more opportunities? Maybe you are an experienced sales agent/team leader who knows their strengths are managing, nurturing, teaching or ...
- 2 Days Ago
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0 Estate Planning Consultant jobs found in Nassau, NY area
Project Management Consultant
- CBRE
-
Albany, NY
- Project Management Consultant Job ID 160057 Posted 26-Mar-2024 Service line Advisory Segment Role type Full-time Areas o...
- 4/26/2024 12:00:00 AM
Associate Attorney Part or Fulltime
- Berkshire Law Group
-
Lenox, MA
- Job Description Job Description Benefits: 401(k) matching Bonus based on performance Company parties Competitive salary ...
- 4/25/2024 12:00:00 AM
Estate Planning, Probate and Trust Administration Attorney
- Berkshire Law Group
-
Lenox, MA
- Estate Planning, Probate & Trust Administration Attorney Position About Us: Berkshire Law Group seeks an experienced att...
- 4/24/2024 12:00:00 AM
Senior Environmental Project Manager
- Epsilon Associates Inc.
-
Albany, NY
- Job Description Job Description Salary:ABOUT EPSILONEpsilon is one of the best known and most respected environmental co...
- 4/24/2024 12:00:00 AM
Community Project Coordinator
- Roc Usa
-
Albany, NY
- Community Project Coordinator This position provides training and support to existing and established resident cooperati...
- 4/22/2024 12:00:00 AM
About Nassau, New York
Nassau, the name of several places in New York State, may refer to:
Nassau (village), New York
Nassau (town), New York
Nassau County, New York
Nassau Island, former name of Long Island...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$108,557 to $157,770
Nassau, New York area prices
were up 1.5% from a year ago
were up 1.5% from a year ago
What does an Estate Planning Consultant do?
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