Estate Planning Consultant jobs in Sioux City, IA

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
  • Goosmann Law Firm
  • Sioux, IA FULL_TIME
  • Shape Tomorrow’s Legacy Today: Propel Your Estate Planning Career with Goosmann Law Firm’s Visionary Team!

     

    Shape Futures, Spark Success: Join Goosmann Law Firm as an Estate Planning Maestro! We're on a mission to empower clients to navigate their personal and professional journeys with precision and purpose. Dive into dynamic legal landscapes, advising on business ventures, asset protection, and estate planning strategies. Your expertise will sculpt legacies and safeguard interests, guiding clients towards prosperity. Are you ready to lead the charge in law's next frontier? Apply now and be the architect of tomorrow's triumphs!"

     

    About Goosmann Law Firm

    Join the Legal League of Leaders at Goosmann Law Firm: Where Trailblazing Minds and Strengths Unite! As the Midwest’s Largest Woman-Owned Firm, we empower Business Titans, CEOs, Entrepreneurs and more to shape America’s future. Whether our clients are forging business legacies or seeking justice, we’re here to help. Our culture thrives on positivity, teamwork, and growth, with a laser focus on quality and client success. Embrace a dynamic environment where strengths shine, excellence is celebrated, and our executive team supports you every step of the way on the business of law. At Goosmann, we’re not just legal experts; we’re architects of success, leveraging technology, mentorship, and a passion for progress.

     

    Primary Responsibilities: 

    • Working collaboratively as part of a team.
    • Collaborating with clients to develop strategies designed to meet specific goals
    • Drafting and reviewing legal documents such as wills, trusts, powers of attorney and healthcare directives
    • Conducting legal research on estate planning laws, regulations, and precedents
    • Counseling clients on wealth preservation, tax planning and asset protection strategies
    • Assisting with probate and estate administration processes
    • Representing clients in negotiations, mediations or court proceedings related to estate matters
    • Business development, including professional organization involvement and writing.
    • Supervising paralegals, staff, and team members as your role progresses.  

     

    Required Skills/Abilities:

    • Superior verbal and written communication skills.
    • Ability to communicate complex matters concisely and effectively in oral and written form.
    • Excellent interpersonal, organizational, and client service skills.
    • Excellent time management skills with a proven ability to meet deadlines and ability to delegate.
    • Strong research, analytical, and problem-solving skills.
    • Ability to function well in a high-paced and at times stressful environment.
    • Proficient with Microsoft Office Suite

     

    Required Education and Experience:

    • Bachelor’s degree
    • Juris Doctor from an accredited law school
    • Successful passing of the bar exam
    • Active member in good standing of the Bar or currently eligible to become licensed, to practice law in Iowa. 
    • 2-5 years of relevant experience in estate planning, including drafting wills, trusts and other estate planning documents, as well as advising clients on estate and trust administration matters.
    • Strong work ethic, drive, keen attention to detail, and the ability to work effectively in a small team environment.

     

    Preferred Experience:

    • 3-7 years of specific estate planning experience.
    • Excellent academic and professional credentials.

     

    Physical Requirements:

    • Prolonged periods sitting at a desk and working on a computer
    • Must be able to lift up to 15 pounds at a time.

      

    We offer a comprehensive and competitive wage and benefit package.

     

    Fuel Your Legal Journey with Goosmann:

    Where Support, Growth, and Success Await! From top-notch training to personalized marketing strategies, we're dedicated to nurturing your skills and propelling your career forward. Join us and ignite your passion for law into a blazing trail of achievement! Ready to embark on this exciting adventure? Send your resume and cover letter to Barbara Caskey at caskeyb@goosmannlaw.com . All inquiries will remain confidential.  

     

    Goosmann Law Firm: Where Equal Opportunity Thrives.

  • 5 Days Ago

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Business and Estate Planning Attorney -Sioux City, Iowa
  • GPac
  • Sioux, IA FULL_TIME
  • Salary: $100k - 150k per year Reference: A14DBEPASD12424.6 Primary Responsibilities: Working collaboratively as part of a team. Managing multiple clients, cases and legal activities that carry varying...
  • 27 Days Ago

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Real Estate Assistant
  • ATyler Real Estate Group
  • Sioux, IA FULL_TIME
  • We’re searching for a diligent real estate administrative assistant. You’ll be responsible for managing all paperwork in a timely manner, notifying clients of approaching deadlines, ensuring each deal...
  • 8 Days Ago

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Real Estate Professional
  • Costello Real Estate
  • Varina, IA PART_TIME,FULL_TIME
  • Costello believes in empowering Real Estate Agents by offering a system that identifies, cultivates, and embraces their unique traits and a culture that breathes life into their full potential. Costel...
  • 27 Days Ago

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Real Estate Administrative Assistant
  • Stacy Sullivan, Realtor-Real Estate Solutions Team
  • Norfolk, NE FULL_TIME
  • Hiring a motivated real estate administrative assistant to join our growing team. Responsibilities include administrative duties such as keeping track of all transaction documents in the client databa...
  • 10 Days Ago

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Community Development Specialist
  • Planning & Development District III
  • Yankton, SD FULL_TIME
  • Primary Area of Responsibility Provides a wide range of community and economic development services that produce project financing, support local and regional planning processes, and generate useful i...
  • 20 Days Ago

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0 Estate Planning Consultant jobs found in Sioux City, IA area

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*Registered Nurse-ICU-Intensive Care Unit
  • TotalMed
  • Sioux City, IA
  • We are seeking a Registered Nurse-Intensive Care Unit for a travel assignment in Sioux City Iowa.
  • 4/26/2024 12:00:00 AM

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Administrative Activities and Safety Director
  • Winnebago Public Schools
  • Winnebago, NE
  • Winnebago Public Schools is seeking a qualified Administrative Activities and Safety Director to meet the needs of our d...
  • 4/26/2024 12:00:00 AM

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*Registered Nurse-ICU-Intensive Care Unit
  • TotalMed
  • Sioux City, IA
  • We are seeking a Registered Nurse-Intensive Care Unit for a travel assignment in Sioux City Iowa.
  • 4/26/2024 12:00:00 AM

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*Registered Nurse-Cath Lab-Cardiac Cath Lab
  • TotalMed
  • Sioux City, IA
  • Must have 1.5 Years of Experiance We are seeking a Registered Nurse-Catheterization Laboratory for a travel assignment i...
  • 4/26/2024 12:00:00 AM

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Conservation Concession Staff - Seasonal
  • Woodbury County, IA
  • Sioux City, IA
  • Salary: $11.25 Hourly Location : Sioux City, IA Job Type: SEA Job Number: 2024-02 Department: Conservation Opening Date:...
  • 4/26/2024 12:00:00 AM

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National Real Estate Manager
  • McDonald's
  • Sioux City, IA
  • McDonald’s is proud to be one of the most recognized brands in the world, with restaurants in over 100 countries that se...
  • 4/25/2024 12:00:00 AM

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New tech brokerage hiring 100 NE real estate agents in 30 days
  • Realty Connect
  • South Sioux City, NE
  • Keep your NE 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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Housekeeping Assistant
  • Happy Siesta
  • Remsen, IA
  • 423 Roosevelt Street Remsen Iowa, 51050 Position Summary: A Housekeeping Assistant is responsible for the cleanliness of...
  • 4/22/2024 12:00:00 AM

Sioux City (/suː/) is a city in Woodbury and Plymouth counties in the northwestern part of the U.S. state of Iowa. The population was 82,684 in the 2010 census, which makes it the fourth largest city in Iowa. The bulk of the city is in Woodbury County, of which it is the county seat, though a small portion is in Plymouth County. Sioux City is located at the navigational head of the Missouri River. The city is home to several cultural points of interest including the Sioux City Public Museum, Sioux City Art Center and Sergeant Floyd Monument, which is a National Historic Landmark. The city is ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$87,974 to $127,856
Sioux City, Iowa area prices
were up 0.8% 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