Estate Planning Consultant jobs in Santa Maria, 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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Real Estate Agent
  • Windermere Real Estate
  • Paso Robles, CA FULL_TIME
  • At Windermere Real Estate, we are more than just a company. We are a community of passionate and dedicated professionals who believe in making a positive impact in the lives of our clients and the communities we serve. We are committed to elevating and humanizing real estate every day, and we do so with a friendly and approachable demeanor.

    We are currently seeking a friendly and professional Real Estate Agent to join our team. As a Real Estate Agent, you will act as an intermediary between sellers and buyers, providing guidance, marketing listings, and assisting in property transactions. This is an exciting opportunity for individuals looking to grow their career in real estate.

    As part of our team, you will receive a Quick Assessment via email after applying. Please complete the assessment and we will be in touch with you. Kindly refrain from reaching out directly to the office. #LI-Hybrid


    Responsibilities

    • Build relationships and provide guidance to sellers and buyers to facilitate successful property transactions
    • Conduct market research and analysis to determine the value of properties
    • Market and showcase properties to potential buyers through various channels
    • Assist sellers in effectively promoting their properties to attract favorable offers
    • Stay up-to-date with real estate market trends and best practices
  • 17 Days Ago

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Home Care Aide NEEDED For Elderly Veteran In Shandon, CA
  • Care Planning Institute, Inc
  • Shandon, 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...
  • 15 Days Ago

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Home Care Aide NEEDED For Elderly Veteran In Shandon, CA
  • Care Planning Institute, Inc
  • Shandon, 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...
  • 15 Days Ago

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Home Care Aide NEEDED For Elderly Veteran In Santa Maria, CA
  • Care Planning Institute, Inc
  • Santa Maria, 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...
  • 1 Month Ago

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Home Care Aide NEEDED For Elderly Veteran In San Luis Obispo, CA
  • Care Planning Institute, Inc
  • San Luis Obispo, 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...
  • 1 Month Ago

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Home Care Aide NEEDED For Elderly Veteran In Harmony, CA
  • Care Planning Institute, Inc
  • Harmony, 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...
  • 1 Month Ago

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

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Residential Counselor
  • Our Healing Center
  • Lompoc, CA
  • Job Description Job Description Residential Counselor/Direct Care Staff Are you interested in making a difference in the...
  • 4/26/2024 12:00:00 AM

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Affordable Housing Community Manager - Rancho Garden
  • Solari Enterprises, Inc.
  • Santa Maria, CA
  • Job Description Job Description Position Overview: A full-time, non-exempt, community manager for community located in S...
  • 4/26/2024 12:00:00 AM

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Project Manager - Facilities Planning and Capital Projects
  • California Polytechnic State University
  • San Luis Obispo, CA
  • The Project Manager works within the Facilities Planning and Capital Projects (FPCP) Department of FM&D which provides p...
  • 4/26/2024 12:00:00 AM

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Housekeeping aide-1
  • Santa Maria Terrace
  • Santa Maria, CA
  • Santa Maria Terrace is currently seeking a Housekeeper to join our team of dedicated professionals who want to make a di...
  • 4/24/2024 12:00:00 AM

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Project Manager - Facilities Planning and Capital Projects
  • California State University System
  • San Luis Obispo, CA
  • Facilities Management and Development (FMD), a unit within the Administration and Finance Division (AFD), is responsible...
  • 4/24/2024 12:00:00 AM

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Project Manager - Facilities Planning and Capital Projects
  • California State University
  • San Luis Obispo, CA
  • Project Manager - Facilities Planning and Capital Projects Job no: 525809 Work type: Management (MPP) Location: San Luis...
  • 4/23/2024 12:00:00 AM

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New tech brokerage hiring 100 CA real estate agents in 30 days
  • Realty Connect
  • San Luis Obispo, CA
  • Keep your CA 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

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Project Manager - Facilities Planning and Capital Projects
  • California State University
  • San Luis Obispo, CA
  • Project Manager - Facilities Planning and Capital ProjectsJob no: 525809Work type: Management (MPP)Location: San Luis Ob...
  • 4/22/2024 12:00:00 AM

Santa Maria is a city near the Southern California coast in Santa Barbara County. It is approximately 65 miles (105 km) northwest of Santa Barbara and 150 miles (240 km) northwest of downtown Los Angeles. Its estimated 2018 population was 108,470, making it the most populous city in the county and the Santa Maria-Santa Barbara, CA Metro Area. The city is notable for its wine industry and Santa Maria-style barbecue. Sunset magazine called Santa Maria "The West's Best BBQ Town". Santa Maria is located at 34°57′5″N 120°26′0″W / 34.95139°N 120.43333°W / 34.95139; -120.43333 (34.951377, -120.433...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$107,865 to $156,763
Santa Maria, 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