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