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)
$50,000 - $70,000
Responsibilities:
Cohn & Company Real Estate Agency is a full-service agency with a deep history in Franklin and
Hampshire counties. We specialize in residential, condominium, land, and commercial real estate.
We’re passionate about what we do and it shows. Our award-winning agents are full-time career professionals, ready and able to help navigate the real estate process with ease. We’ll help guide our clients through the maze of forms, financing options, inspections, and other details associated with buying and selling property.
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0 Estate Planning Consultant jobs found in Springfield, MA area