Estate Planning Consultant jobs in Santa Barbara, 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)

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Estate Planning Attorney
  • Fauver, Large, Archbald & Spray, LLP
  • Santa Barbara, CA FULL_TIME
  • Estate Planning Attorney
    Top Santa Barbara law firm, Fauver, Large, Archbald & Spray, LLP, seeks an associate with 3 years of experience in Estate Planning to join a growing practice. The associate will also initially support business matters. The ideal candidate will have a strong academic record and excellent writing and public speaking skills. Ties to the Santa Barbara County area are a plus. Our firm is looking for someone that is a proactive and detail-oriented self-starter with the ability to work well both independently, and within a team.

    If interested in immediate and confidential consideration, reply with cover letter and resume.

    Benefit Conditions:

    • Only full-time employees eligible

    Job Type: Full-time

    Pay: $100,000.00 - $200,000.00 per year

    Benefits:

    • 401(k)
    • 401(k) matching
    • Dental insurance
    • Health insurance
    • Life insurance
    • Paid time off
    • Parental leave
    • Vision insurance

    Schedule:

    • 8 hour shift
    • Monday to Friday

    Supplemental pay types:

    • Bonus pay

    License/Certification:

    • California Bar License Number (Required)

    Work Location: In person

  • 6 Days Ago

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Estate Planning Attorney
  • Whalen Bryan
  • Santa Barbara, CA FULL_TIME
  • Have you always wanted to work and live in Santa Barbara? This firm is setting the bar for GREAT firms to work for. Amazing opportunity to work with a very classy firm of the best and brightest attorn...
  • 1 Month Ago

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Lead Consultant, Environmental Planning
  • WSP Global
  • Santa Barbara, CA FULL_TIME
  • This Opportunity Serve as key member of WSP’s Regional Environmental Planning and Permitting Program, with focus on project delivery, client communications, and project staff management. Management an...
  • 2 Months Ago

C
Home Care Aide NEEDED For Elderly Veteran In Santa Barbara, CA
  • Care Planning Institute, Inc
  • Santa Barbara, CA PART_TIME
  • We are a home care aide servcies agency that has been in business since 2007 and help elderly people stay safe and well in their homes. We provide home care services in 15 states. We also offer same d...
  • 30 Days Ago

A
Utility Construction Project Manager
  • Alternative Fuel Real Estate
  • Santa Barbara, CA FULL_TIME
  • Are you ready to lead the charge in utility construction? Join us at Utility Consulting Partners, located in the picturesque city of Santa Barbara, CA. We're offering a full-time hybrid role as a Util...
  • 20 Days Ago

A
Heavy Line Auto Tech
  • Alternative Fuel Real Estate
  • Santa Barbara, CA FULL_TIME
  • Village Auto Repair extends a warm invitation to seasoned professionals in the automotive industry. We are actively seeking a full-time Heavy Line Auto Tech to become an integral part of our esteemed ...
  • 20 Days Ago

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0 Estate Planning Consultant jobs found in Santa Barbara, CA area

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Apartment Leasing Consultant
  • BGSF, Property Management
  • Goleta, CA
  • Job Description Job Description We are seeking an Apartment Leasing Consultant to join our growing team! You will handle...
  • 4/24/2024 12:00:00 AM

V
Resident Assistant
  • Valle Verde - a HumanGood community
  • Santa Barbara, CA
  • Resident Assistant for Assisted Living Our Resident Assistants/Caregivers assist in the personal care and protection of ...
  • 4/23/2024 12:00:00 AM

C
Clinic Practice Manager II
  • Cottage Health
  • Santa Barbara, CA
  • The Clinic Practice Manager II directly oversees and mentors the Clinical Concierge and urgent care Nurse Practitioner, ...
  • 4/23/2024 12:00:00 AM

T
Project Manager
  • TynanGroup LLC
  • Santa Barbara, CA
  • Company Description TynanGroup is a national real estate development services firm that has been helping clients success...
  • 4/22/2024 12:00:00 AM

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Real Estate Sales Agent
  • Requisite Luxury Properties | Lisa McCann Group
  • Santa Barbara, CA
  • Our team is looking for self-motivated, ambitious Sales Agents to join us! We want to help YOU build your career! We pri...
  • 4/22/2024 12:00:00 AM

S
ONSITE PROPERTY MANAGER
  • Svsb
  • Santa Barbara, CA
  • Job Description Job Description THE ORGANIZATION:St. Vincent's is a Roman Catholic organization sponsored and operated b...
  • 4/22/2024 12:00:00 AM

H
Business Development Executive
  • Hotwire Communications Ltd
  • Ventura, CA
  • The Business Development Executive will be responsible for obtaining leads and securing Bulk/R.O.E. agreements within mu...
  • 4/21/2024 12:00:00 AM

K
Real Estate Agent - New or Experienced - Keller Williams
  • Keller Williams/CA Realty Training
  • Santa Barbara, CA
  • Join the Keller Williams Realty Team! New and experienced agents alike are encouraged to apply to join the KW family. Ap...
  • 4/21/2024 12:00:00 AM

Santa Barbara (Spanish: Santa Bárbara) is the county seat of Santa Barbara County in the U.S. state of California. Situated on a south-facing section of coastline, the longest such section on the West Coast of the United States, the city lies between the steeply rising Santa Ynez Mountains and the Pacific Ocean. Santa Barbara's climate is often described as Mediterranean, and the city has been promoted as the "American Riviera". As of 2014, the city had an estimated population of 91,196, up from 88,410 in 2010, making it the second most populous city in the county after Santa Maria. The contig...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$106,875 to $155,325
Santa Barbara, California area prices
were up 2.5% from a year ago

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