Estate Planning Consultant jobs in South Bend, IN

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

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Commercial Maintenance Technician
  • Cressy Commercial Real Estate
  • Mishawaka, IN FULL_TIME

  • About Cressy Commercial

    Our company is a leading facilities management company, that invests in the communities that we live and work in. With a team of more than 45 skilled management professionals we care for all aspects of nearly 300 commercial properties throughout Indiana and Michigan.

    What makes our company different? WE CARE - about our team, our communities and our clients.


    About the role

    We are currently seeking a motivated full-time experienced Commercial Maintenance Technician to join our healthcare team from 7:30 AM to 4:30 PM, Monday through Friday. This position includes the maintenance of several healthcare facilities throughout St Joseph, Elkhart, Marshall and LaPorte County. Will require the use of your personal vehicle and mileage is reimbursed per the IRS standard rate. There is an on-call stipend of $250 per on call.


    What you'll do

    Responsibilities include the following:
    • Ensure that each assigned property is maintained according to healthcare standards
    • Some heavy lifting of equipment and replacement parts
    • Troubleshoot problems efficiently and make repairs
    • Provide excellent client-facing and internal communication skills
    • Perform quarterly maintenance on RTU's, split systems, heat pumps, boilers, circulation pumps, chillers and cooling towers
    • Maintain a high level of life safety guidelines set by the healthcare system (i.e. exit and emergency light testing)
    • Assisting vendors with fire system testing and documentation
    • Coordination with vendors for roof leak repairs, electrical repairs and additional electrical circuits
    • Conversion of florescent lighting to LED (120 and 277 volt fixtures)
    • On-call rotation among four other technicians to be on call every five weeks
    • Perform all the above and other related duties as assigned in accordance with applicable laws and company policies


    Qualifications

    This position requires the following skills and qualifications:
    • Technical school preferred, High School Diploma or G.E.D. required
    • Minimum 1-2 years’ experience in maintenance or equivalent field
    • A general mechanical knowledge of plumbing, electrical pneumatics and HVAC
    • Proficient in reading, writing, grammar and mathematical skills
    • Possess your own basic tools to perform building maintenance
    • Have a valid driver’s license
      • Ability to pass a background check and drug screen (both required)
    Benefits
    We reward talent. Our benefit package includes health, vision, dental, 401k, group life insurance and a variety of supplemental insurance options, in addition to vacation and holiday pay. We are also committed to rewarding our colleagues with competitive wages, recognition programs and career-developing opportunities. We provide mentoring, feedback and give credit where credit is due.

    The pay range for this role is:
    19 - 23 USD per hour (Indiana)
  • 18 Days Ago
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Social Service Coordinator (Part Time)
  • Evergreen Real Estate Group
  • Mishawaka, IN PART_TIME
  • Summary: This position is primarily responsible for coordinating home and community based services to individuals and families within agency policies, coordinates social programming for the property, ...
  • 1 Day Ago
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Social Service Coordinator (PT)
  • Evergreen Real Estate Group
  • Mishawaka, IN PART_TIME
  • Evergreen Real Estate Group is seeking a (Part-Time) Social Services Coordinator at Parkview Terrace in Mishawaka, IN! SUMMARY This position is primarily responsible for coordinating home and communit...
  • 11 Days Ago
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Maintenance I
  • Evergreen Real Estate Group
  • Mishawaka, IN FULL_TIME
  • Evergreen is looking for a Maintenance I at Parkview Terrace. This position is primarily responsible for assisting the Property Manager and/or the Maintenance Supervisor/III in the maintaining the phy...
  • 26 Days Ago
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Commercial Property Accountant
  • Cressy Commercial Real Estate
  • Mishawaka, IN FULL_TIME
  • About Cressy CommercialCressy Commercial Real Estate is a leading regional commercial brokerage, property management, and construction company that invests in the communities we live, work, and play i...
  • 1 Month Ago
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Director of Construction
  • Cressy Commercial Real Estate
  • Mishawaka, IN FULL_TIME
  • About Cressy Commercial Cressy Commercial Real Estate is a leading regional commercial brokerage, property management, and construction company that invests in the communities we live, work, and play ...
  • 1 Month Ago
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0 Estate Planning Consultant jobs found in South Bend, IN area

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Resident Sales Assistant at Grand Emerald Place
  • Enlivant
  • South Bend, IN
  • ** Resident Sales Assistant at Grand Emerald Place** **Job Category****:** Sales and Marketing **Requisition Number****:...
  • 4/24/2024 12:00:00 AM
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Real Estate Agent for New Home Sales
  • YourWayHome.com LLC
  • Mishawaka, IN
  • Join our team to accelerate your real estate career with new home sales. Our agents benefit from 90/10 commission splits...
  • 4/23/2024 12:00:00 AM
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Resident Assistant (Certified Nurses Assistant /CNA)
  • Peopable
  • Mishawaka, IN
  • Can you be a real, true friend? Is it your nature to be open, listen deeply, know your heart, respond genuinely, and car...
  • 4/23/2024 12:00:00 AM
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LEASING CONSULTANT
  • Gene B. Glick Company, Inc.
  • Mishawaka, IN
  • Overview: We are searching for an exceptional customer service focused Leasing Consultant for our Addison on Main apartm...
  • 4/23/2024 12:00:00 AM
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Housekeeping Assistant
  • Theracare INC
  • New Carlisle, IN
  • Company Description Since 1964, Indiana families have looked to Miller's Health Systems for compassionate care for their...
  • 4/22/2024 12:00:00 AM
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Associate Community Manager - Irish Row Apartments
  • Landmark Properties
  • South Bend, IN
  • Job Description The Associate Community Manager is responsible for effectively marketing the community and ensuring the ...
  • 4/21/2024 12:00:00 AM
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Dietary Manager / Chef - Assisted Living Facility
  • Theracare INC
  • Plymouth, IN
  • Company Description Since 1964, Indiana families have looked to Miller's Health Systems for compassionate care for their...
  • 4/21/2024 12:00:00 AM
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Housekeeping Aide
  • Royalton Manor
  • Saint Joseph, MI
  • Do you enjoy keeping things neat and tidy? If you have a passion for maintaining a safe, home-like environment for guest...
  • 4/21/2024 12:00:00 AM
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About South Bend, Indiana

South Bend is a city in and the county seat of St. Joseph County, Indiana, United States, on the St. Joseph River near its southernmost bend, from which it derives its name. As of the 2010 census, the city had a total of 101,168 residents; its Metropolitan Statistical Area had a population of 318,586 and Combined Statistical Area of 721,296. It is the fourth-largest city in Indiana, serving as the economic and cultural hub of Northern Indiana. The highly ranked University of Notre Dame is located just to the north in unincorporated Notre Dame, Indiana and is an integral contributor to the reg...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$92,922 to $135,047
South Bend, Indiana area prices
were up 1.3% from a year ago
View detail

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