Estate Planning Consultant jobs in Reading, PA
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
- Rick Stock Law
-
Pottstown, PA
FULL_TIME
-
Rick Stock Law seeks a Trusts & Estate Planning Paralegal in our Pottstown Office.
Ideal candidates must be self starters and have experience using the WEALTHCOUNSEL PLATFORM. They must be organized, and have excellent verbal and written communication skills.
It is a bonus if candidates have experience with the CLIO Document Management System.
Individual must be a team player and have reliable transportation.
Please note that another component of the position is doing insurance billing on behalf of the firm. Attention to detail is a must.
Hours are flexible. More information available upon request.
Bilingual is a plus.
Job Type: Full-time
Pay: $10.00 - $20.00 per hour
Benefits:
- Dental insurance
- Health insurance
- Paid time off
- Professional development assistance
- Vision insurance
Schedule:
- 8 hour shift
- Monday to Friday
Experience:
- CLIO: 1 year (Preferred)
- WEALTH COUNSEL: 1 year (Required)
Work Location: In person
- 26 Days Ago
- VIR Consultant LLC
-
Pottstown, PA
FULL_TIME
- Education Requirements:Graduate of an accredited school of Nursing.Experience:Experience in the ICU or Med/Surg Preferred.Entry Level Nurses Encouraged.Certification and Licensure:PA Registered Nurse ...
- 7 Days Ago
- VIR Consultant LLC
-
Pottstown, PA
FULL_TIME
- Qualifications:Education Requirements:Graduate of an accredited school of Nursing.Experience:Relevant Experience.Certification and Licensure:PA Registered Nurse License.Required Skills:Excellent Commu...
- 7 Days Ago
- Traffic Planning & Design
-
Pottstown, PA
FULL_TIME
- TPD’s most valuable asset is our employees. We strive to cultivate our people by attracting, training, and retaining a highly skilled and experienced group of diverse professionals through investing i...
- 16 Days Ago
- Traffic Planning & Design
-
Pottstown, PA
FULL_TIME
- TPD’s most valuable asset is our employees. We strive to cultivate our people by attracting, training, and retaining a highly skilled and experienced group of diverse professionals through investing i...
- 23 Days Ago
- Traffic Planning & Design
-
Pottstown, PA
FULL_TIME
- TPD’s most valuable asset is our employees. We strive to cultivate our people by attracting, training, and retaining a highly skilled and experienced group of diverse professionals through investing i...
- 27 Days Ago
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0 Estate Planning Consultant jobs found in Reading, PA area
- Berkshire Hathaway HomeServices Homesale Realty
-
Wyomissing, PA
- Job Description An Associate Real Estate Agent helps clients with the purchase and sale of their home. In this position,...
- 4/23/2024 12:00:00 AM
- Berkshire Hathaway HomeServices Homesale Realty
-
West Lawn, PA
- Job Description A Real Estate Sales Representative is a real estate agent who meets with clients to help them with the p...
- 4/23/2024 12:00:00 AM
- Berkshire Hathaway HomeServices Homesale Realty
-
West Lawn, PA
- Job Description A Real Estate Agent plays an essential role in a real estate transaction. Real estate is an exciting ind...
- 4/23/2024 12:00:00 AM
- Berkshire Hathaway HomeServices Homesale Realty
-
West Lawn, PA
- Job Description A Real Estate Outside Sales Professional is a real estate agent who manages all aspects of a home purcha...
- 4/23/2024 12:00:00 AM
- Berkshire Hathaway HomeServices Homesale Realty
-
West Lawn, PA
- Job Description A Licensed Real Estate Listing Agents not only lists and manages housing sales, they also network and co...
- 4/23/2024 12:00:00 AM
- Berkshire Hathaway HomeServices Homesale Realty
-
Ephrata, PA
- Job Description An Associate Real Estate Agent helps clients with the purchase and sale of their home. In this position,...
- 4/23/2024 12:00:00 AM
- Berkshire Hathaway HomeServices Homesale Realty
-
Ephrata, PA
- Job Description A Real Estate Agent is responsible for helping clients with every aspect of the real estate transaction ...
- 4/23/2024 12:00:00 AM
- Berkshire Hathaway HomeServices Homesale Realty
-
Schuylkill Haven, PA
- Job Description A Real Estate Buyer's Agent is a real estate agent who helps clients with their home purchasing needs. Y...
- 4/23/2024 12:00:00 AM
About Reading, Pennsylvania
were up 1.5% from a year ago