Estate Planning Consultant jobs in Rochester, 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
- EVANS FOX LLP
-
Rochester, NY
FULL_TIME
-
Counsel for What Matters Most. That is our tagline at Evans Fox and what we strive to live by. We know our clients seek our help during the most important times of their lives and we try never to lose sight of that. If you are a self-motivated lawyer with a true desire to help people, we would love to talk to you.
We have an immediate opening in our trust and estate department. The successful candidate will have 2 years’ of experience. A qualified candidate will have experience drafting wills, trusts, powers of attorney, advanced directives, and other related documents. A great candidate will also have experience in one or more of our other practice areas: probate, guardianship, Medicaid planning, and special needs planning. This attorney should be self-sufficient and have the ability to independently represent the client from the inception of the representation to its conclusion.
Job Type: Full-time
Pay: $67,582.11 - $81,968.77 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Vision insurance
Work Location: In person
- 4 Days Ago
- Morgenstern DeVoesick PLLC
-
Pittsford, NY
FULL_TIME
- Job DescriptionMorgenstern DeVoesick PLLC is looking for an attorney to join and lead our growing estate planning and estate administration practice.The ideal candidate is extremely empathetic and cap...
- 11 Days Ago
- B10 Wells Fargo Bank, N. A.
-
F & L Buildings, MO
FULL_TIME
- About this role: Wells Fargo is seeking a senior level Retirement Planning Consultant with demonstrated experience in retirement savings strategies, income structuring, tax and estate planning, and ri...
- 11 Days Ago
- B10 Wells Fargo Bank, N. A.
-
F & L Buildings, MO
FULL_TIME
- About this role: The Lead Business Execution Consultant is responsible for supporting the development of LifeSync tools and capabilities, including integration with enterprise systems, platforms and p...
- 1 Month Ago
- Howard Hanna Real Estate Services
-
Rochester, NY
FULL_TIME,PART_TIME
- About usWe are professional, agile and professional.Our work environment includes: Modern office setting Food provided Modern office setting Growth opportunities Regular social events Relaxed atmosphe...
- 1 Month Ago
- Blue Moon Estate Sales of Rochester, NY
-
Rochester, NY
FULL_TIME
- Estate Sale Associates At Blue Moon Estate Sales we pride ourselves in having the most friendly and helpful estate liquidators in the business. We search for individuals who are passionate about helpi...
- 7 Days Ago
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0 Estate Planning Consultant jobs found in Rochester, NY area
- ROC USA
-
Rochester, NY
- Community Project Coordinator This position provides training and support to existing and established resident cooperati...
- 4/26/2024 12:00:00 AM
- Glendale Realty Services Group
-
Rochester, NY
- Job Description Job Description Leasing Agent Job Summary: The Leasing Agent will show apartments to potential renters, ...
- 4/25/2024 12:00:00 AM
- Glendale Realty Services Group
-
Rochester, NY
- Job Description Job Description Assistant Property Manager Job Summary: The Assistant Property Manager will help plan, d...
- 4/25/2024 12:00:00 AM
- Dorothy Long Search
-
Rochester, NY
- Job Description Job Description Must have experience in Property Management Prefer someone with renovation experience Wi...
- 4/25/2024 12:00:00 AM
- The Encompass Group
-
Rochester, NY
- The ideal candidate will be responsible for high level oversite of all operational and financial aspects of properties i...
- 4/23/2024 12:00:00 AM
- Tri City Rentals
-
Rochester, NY
- Job Description Job Description D&C Rochester's Choice Best Apartment Management Company! We own and manage 10 of the fi...
- 4/23/2024 12:00:00 AM
- Cobblestone Capital Adv
-
Rochester, NY
- Job Description Job Description Wealth Planner Job Description We are a growing Wealth Management Firm located in Roches...
- 4/22/2024 12:00:00 AM
- Realty Connect
-
Rochester, NY
- Keep your NY license Active for only $100 a year without paying MLS fees or Realtor® dues. (YES, really!) Realty Connect...
- 4/22/2024 12:00:00 AM
About Rochester, New York
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