Estate Planning Consultant jobs in Springfield, MA

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 Executive Assistant
  • Cohn & Company Real Estate Agency
  • Greenfield, MA FULL_TIME
  • We’re hiring a driven real estate executive assistant to support the supervising broker and carry out basic administrative tasks. You’ll serve as a liaison between the broker and clients and be responsible screening and conveying relevant messages and making appointments and travel arrangements for the broker. You will also be responsible for the safe-keeping of customer information in the database, keeping the office supplies well-stocked, and working with other departments when necessary. Candidates should be quick problem solvers, extremely organized, and have some experience in a relevant field. If you think you’d be a great fit, apply today!Compensation:

    $50,000 - $70,000

    Responsibilities:
    • Adjust to the needs of the real estate office and execute other assistant duties when necessary
    • Purchase supplies and follow office protocols
    • Complete elementary bookkeeping tasks for the broker
    • Oversee the broker’s schedules, team meetings, and travel arrangements
    • Serve as a liaison between the managing broker and clientele

    • Analyze market adversaries, develop, and implement strategies for transitioning agents to the company
    • Responsible for hiring, training, and leading new agents
    • Maintain and edit an operations manual that documents all systems and standards
    • Maintain the culture and associate care systems to ensure business growth
    • Create and maintain employee onboarding systems
    • Track and review goals weekly by leading weekly meetings
    • Continually look for ways to retain associates, increase sales & increase profitability
    • Build relationships with the associates and staff
    • Cultivate relationships with the top producers in the area
    • Maintain our culture of a supportive and congenial office
    • Ensure consistent and clear communication with stakeholders and the Team

    Qualifications:
    • Experience using word processing programs, spreadsheets and Multiple Listing Service
    • High school diploma or equivalent required
    • Prior experience in real estate is a bonus
    • Excellent communication skills and organizational skills
    • Can work on deadline and handle private client information
    About Company


    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.

  • 7 Days Ago

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Real Estate Executive Assistant
  • Cohn & Company Real Estate Agency
  • Greenfield, MA FULL_TIME
  • We’re hiring a driven real estate executive assistant to support the supervising broker and carry out basic administrative tasks. You’ll serve as a liaison between the broker and clients and be respon...
  • 7 Days Ago

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Care aide needed for
  • Care Planning Institute, Inc
  • Holyoke, MA FULL_TIME
  • Care Planning Institute, Inc - We are a home care aide services agency that has been in business since 2007 and help elderly people stay safe and well in their homes. We offer same day pay options for...
  • Just Posted

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Facilities Technician/Air Compressor Technician
  • DCM Real Estate Company
  • Westfield, MA FULL_TIME
  • Facilities Technician/Air Compressor Technician in Westfield, MA Growing commercial property management company is seeking an individual to fill a full-time Facilities Technician /Air compressor techn...
  • 5 Days Ago

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Zenith Planning & Analysis Manager
  • Zenith International
  • Springfield, MA FULL_TIME
  • The Manager, Planning & Analysis is the head of the Sales Operations, Forecasting and Merchandising function, responsible to strongly support the brand’s sales & business development across all sales ...
  • 19 Days Ago

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Demand Planning Manager
  • TAG Heuer
  • Springfield, MA FULL_TIME
  • Country / Region : United States City : Springfield Business group: Watches & Jewellery Contract type: Permanent Job Function: Merchandising Experience required: Minimum 5 years Reference No.: TAGH013...
  • 22 Days Ago

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0 Estate Planning Consultant jobs found in Springfield, MA area

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Financial Planner - Paraplanner
  • Hartford Financial Management Inc./HFM Wealth Management
  • Hartford, CT
  • Job Description Job Description We are seeking a dedicated Financial Planner/Paraplanner to join our team in providing c...
  • 4/26/2024 12:00:00 AM

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Financial Advisor
  • Grenier Financial Services
  • Springfield, MA
  • Job Description Job Description If you have the experience and character to succeed as a Financial Advisor and work as p...
  • 4/26/2024 12:00:00 AM

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Paraplanner - Financial Services
  • WMGNA,LLC
  • Farmington, CT
  • WMGNA, LLC, a top 20 Hartford County Registered Investment Advisory firm, employs a unique method of subscription based ...
  • 4/26/2024 12:00:00 AM

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Project Management Consultant
  • CBRE
  • Hartford, CT
  • Project Management Consultant Job ID 160057 Posted 26-Mar-2024 Service line Advisory Segment Role type Full-time Areas o...
  • 4/26/2024 12:00:00 AM

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Wealth Planner
  • Fiducient Advisors
  • Windsor, CT
  • Fiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan ...
  • 4/25/2024 12:00:00 AM

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Auto Sales Consultants, Up to $100,000 Plus
  • KIA of East Hartford
  • East Hartford, CT
  • 99 Ash Street., East Hartford, CT 06108 AUTOMOTIVE SALES CONSULTANT Competitive Pay Plan + Commission & Bonuses! Top per...
  • 4/25/2024 12:00:00 AM

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BIM Modeler
  • Newmark
  • Hartford, CT
  • Newmark Group, Inc. (Nasdaq: NMRK), together with its subsidiaries (“Newmark”), is a world leader in commercial real est...
  • 4/22/2024 12:00:00 AM

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Wealth Planner
  • Fiducient Advisors
  • Windsor, CT
  • Fiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan ...
  • 4/22/2024 12:00:00 AM

Springfield is located at 42°6′45″N 72°32′51″W / 42.11250°N 72.54750°W / 42.11250; -72.54750 (42.112411, −72.547455). According to the United States Census Bureau, the city has a total area of 33.1 square miles (85.7 km2), of which 31.9 square miles (82.5 km2) are land and 1.2 square miles (3.1 km2), or 3.65%, are water. Once nicknamed "The City in a Forest," Springfield features over 4.0 square miles (10.4 km2) of urban parkland, 12% of its total land area. Located in the fertile Connecticut River Valley, surrounded by mountains, bluffs, and rolling hills in all cardinal directions, Spring...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$103,213 to $150,004
Springfield, Massachusetts area prices
were up 1.6% 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