Estate Planning Consultant jobs in Sacramento, CA
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
Estate and Gift Planning Assistant
- Amazing Facts
-
Granite Bay, CA
FULL_TIME
-
Amazing Facts has employment and volunteer opportunities for those called by God to be a part of His end-time work of sharing the gospel and the three angels' messages with the world.
Although Amazing Facts is an equal opportunity employer that does not discriminate in its employment policies and practices on the basis of race, national origin, gender, color, age, marital status, disability, or any other basis prohibited by law, it is a religious association and a member of the Seventh-day Adventist Church. The employment practices reflect religious preferences in harmony with the U.S. Constitution and controlling law, and therefore hires only Seventh-day Adventist Church members in good standing.
Please Note: Must be legally authorized to work in the United States.JOB SUMMARY:Estate and Gift Planning Assistant
Provide office support to the Estate and Gift Planning Department by implementing administrative systems, procedures, and policies and by coordinating various projects. Work toward ensuring the success of the department, which exists to support the ministry’s soul-winning work by securing gifts made through bequests, trusts, charitable gift annuities, and other planned giving vehicles as well as non-cash gifts.
JOB REQUIREMENTS:- Bachelor’s degree preferred.
- At least two years’ experience as an administrative assistant.
- Interpersonal, Reporting, and Administrative Writing Skills
- Microsoft Office
- Managing Processes
- Organization
- Analyzing Information
- Professionalism
- Problem Solving
- Supply Management, Inventory Control
- Verbal Communication, Self-Motivated, Event Planning
- Preferred Working Knowledge of Estate Planning/Planned Giving/Legal/Financial Terminology and Documents
- Maintain a close, growing relationship with Jesus Christ and have an understanding of the ministry and an appreciation of the biblical values that it stands for.
- Process incoming mail, email, voicemail, phone calls, letters, invoices, matured gift notifications, cash gifts received, and planned giving documents. Processing includes scanning documents for archiving, tracking all activities, and relaying information for appropriate follow up.
- Assist with running the office by maintaining an organized physical and digital filing system and maintaining a neat and orderly office including monitoring and replenishing inventory of office supplies.
- Assist with managing the leads by qualifying leads, tracking leads, coordinating follow up, researching donor capacity, preparing proposals, and overseeing the workflows for opportunities.
- Assist with generating or reconciling reports such as the dashboard report, the financial reports, and the foundation reports. This requires ability to become proficient as to the capabilities of the customer relationship management software and other software tools available to access information, input data, and provide reports as needed.
- Assist with running the non-cash gifts program by receiving gifts, acknowledging gifts, liquidating gifts, and entering gift data into the non-cash gifts database.
- Provide support with the gift annuity and revocable cash asset program by sending proposals, processing applications, and acknowledging the completion of gifts.
- Oversee the distribution of matured gifts benefiting the ministry by monitoring the administration of the gift, reviewing the bequest provision or beneficiary designation and accounting received. Process includes electronically documenting each matured gift and communicating with the personal representative or attorney or financial institution so that appropriate acknowledgment and information are provided and proper documentation and accounting is received.
- Coordinate the department’s marketing plan, which includes, but is not limited to, the production and dissemination of a mailer, quarterly publication ad, receipt inserts, website maintenance, newsletter, and donor stories.
- Coordinate the legacy partner stewardship program by managing the stewardship portfolio and the legacy circle by ensuring continued connection with these partners through various ministry communications, gifts, cards, and appreciation events.
- Assist the director of estate and gift planning and work cooperatively with estate and gift planning associates to attain overall department goals.
- Other duties as assigned, including, but not limited to, office work and occasional local travel.
- 6 Days Ago
Estate Planning Specialist
- Allworth Financial
-
Sacramento, CA
FULL_TIME
- The Financial Services department of Allworth Financial is looking for an entry to mid level Estate Planning Specialist to add to its growing team to provide integrated financial services to our clien...
- 1 Month Ago
National Planning Consultant - Western Region
- Fidelity Brokerage Services LLC
-
Camino, CA
FULL_TIME
- Job Description: *This role is available remotely in anywhere in the United States. The Planning & Guidance Desk provides a centralized, cross-business sales, planning and guidance tool methodology an...
- 1 Month Ago
Trust Administration/Estate Planning Paralegal - Now Hiring
- Legacy Law Group
-
Sacramento, CA
FULL_TIME
- Job DescriptionJOB DESCRIPTION:The ideal candidate is organized with strong attention to detail and excellent writing andcommunication skills. Given the high volume of client and court contact, this c...
- 23 Days Ago
Trust And Estate Planning Attorney - Now Hiring
- Victorium Legal, Inc.
-
Davis, CA
FULL_TIME
- Job DescriptionOur expanding law firm is looking for an experienced estate planning attorney. We require a highly analytical applicant with excellent negotiation and organizational abilities who is av...
- 23 Days Ago
Local Real Estate Expert
- fievel real estate
-
Sacramento, CA
CONTRACTOR,PART_TIME,FULL_TIME
- Fievel Real Estate ( www.fievel.com ) is currently pursuing Local Real Estate Experts (LREE) throughout California who hold an active California Real Estate License. Although prior experience is not r...
- 5 Days Ago
Filters
- Current Active Filter
- Sacramento, CA
Clear All
- Filter Jobs By posted time
- Within 1 Day
- Within 2-7
- Within 1 Month
- Within 3 Months
0 Estate Planning Consultant jobs found in Sacramento, CA area
Property Manager ~ Floating
- Mutual Housing
-
Sacramento, CA
- Job Description Job Description:\n\nDescription: Job Title: Property Manager ~ Floating Location: Sacramento County/Yolo...
- 4/18/2024 12:00:00 AM
Property Manager ~ Wong Center
- Mutual Housing
-
Sacramento, CA
- Job Description Job Description:\n\nDescription: Job Title: Property Manager Location: Sacramento/ Davis Department: Pro...
- 4/17/2024 12:00:00 AM
Property Manager ~ Greenway
- Mutual Housing
-
Sacramento, CA
- Job Description Job Description:\n\nDescription: Job Title: Property Manager Location: Sacramento/Yolo Counties Departme...
- 4/17/2024 12:00:00 AM
New Home Consultant
- Lennar Homes
-
Stockton, CA
- Overview Welcome Home! Build your career with Lennar: As one of the nation’s largest builders, Lennar has built over one...
- 4/16/2024 12:00:00 AM
Senior Financial Planner
- Retirement Security Centers
-
Sacramento, CA
- Job Summary We're seeking a skilled and experienced Financial Planner to join our team. The Financial Planner will work ...
- 4/16/2024 12:00:00 AM
Business Development Manager - Janitorial Services
- Allied Universal
-
Sacramento, CA
- Overview Allied Universal Janitorial Services is uniquely capable and personally committed to delivering exceptional jan...
- 4/16/2024 12:00:00 AM
New Home Consultant
- Lennar Homes
-
Roseville, CA
- Overview Welcome Home! Build your career with Lennar: As one of the nation’s largest builders, Lennar has built over one...
- 4/15/2024 12:00:00 AM
Property Manager ~ Norwood
- Mutual Housing
-
Sacramento, CA
- Job Description Job Description:\n\nDescription: Job Title: Property Manager Location: Sacramento/ Davis Department: Pro...
- 4/15/2024 12:00:00 AM
About Sacramento, California
Sacramento (/ˌsækrəˈmɛntoʊ/ SAK-rə-MEN-toh; Spanish: [sakɾaˈmento]) is the capital city of the U.S. state of California and the seat of Sacramento County. Located at the confluence of the Sacramento River and the American River in Northern California's Sacramento Valley, Sacramento's estimated 2018 population of 501,334 makes it the sixth-largest city in California and the ninth largest capital in the United States. Sacramento is the seat of the California Assembly, the Governor of California, and Supreme Court of California, making it the state's political center and a hub for lobbying and th...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$106,974 to $155,469
Sacramento, California area prices
were up 2.5% from a year ago
were up 2.5% 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