Estate Planning Consultant jobs in Utica, NY

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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Marketing Coordinator
  • Estate Planning Law Center
  • New Hartford, NY FULL_TIME
  • Position Summary

    The Marketing Coordinator personally and professionally supports the vision and mission of the Law firm. Overall, you are responsible for providing high-level support while providing the highest standard of service to the client services, sales and outside marketing contractors team.

    The primary responsibility of this position is to lead, guide and coordinate all marketing efforts while adhering to the Marketing Standards to ensure the marketing efforts result in specific measurable, tracked results. The Marketing Coordinator is a professional whose main job is concerned with aiding the marketing team. The most important part of the marketing coordinator’s role is that he/she must look after every aspect of the marketing work. A marketing coordinator must work collaterally with other marketing teams and suggest ways and methods that can help the firm achieve targets and give maximum output in a stipulated period. If during analysis, a marketing coordinator finds that the marketing strategies and plans don't have the potential to be converted into a successful marketing campaign, he/she suggests other plans and/or modifies existing plans.

    Duties and Responsibilities

    • Review and assign new business intake calls to the sales team.
    • Prepare, lead, and facilitate the weekly Marketing Meeting per firm agenda.
    • Lead and hold all outside marketing vendors accountable to delivering weekly, monthly, and quarterly KPIs reporting.
    • Weekly update of strategic marketing plan with project management with the law firm CMO.
    • Monitor all social channels and website inquiries and respond to feedback, questions, and concerns.
    • Persistently monitor all potential new client inquiries (email, internet, phone, and referrals)
    • Coordinate Advertising - Coordinate all advertising activity as set forth by the management committee between specific media and/or advertising agencies.
    • Work closely with CSC to work on reporting KPIs to reflect the status of all potential new clients.
    • Collaborate with attorneys to analyze the initial consultation process.

    10. Execute and analyze the success of marketing campaigns and advertisements.

    11. Project Management and accountability of ALL outside marketing vendors, and contractors while reporting weekly to the team the progress and status of all Work in progress.

    12. Help manage online marketing campaigns and publish write-ups on blogs and social networking websites.

    13. Manage marketing newsletters and use the latest technology to achieve a greater audience.

    14. Manage the scoring system for evaluating the quality of our marketing strategies and services.

    15. Manage and Implement Firm online review system.

    16. Works to identify potential relationships within the geographic area of the firm of professionals targeted.

    17. Coordinates all private workshop details, with assistance as needed from the Client Services Coordinator.

    18. Reports weekly marketing status during the Weekly Stakeholders/Team Meeting.

    • Calendar, gather, and submit marketing data reporting requirements consistent with firm PSPs.
    • Plan speaking and networking events for the owner and team members to attend.
    • Works closely with the Owner to plan and coordinate local marketing events, including briefings, roundtables, and seminars.
    • Assist the Owner with enhancing the firm's visibility and image in the local market and throughout the firm.

    Personality Traits:

    · Takes Initiative –see what needs to be done and does it, whether it is to learn something new, ask for help, keep people informed, grow the business, or just get the job done without being asked or directed to do so.

    · Problem Solver – uses logic and reasoning to recognize a potential problem, come up with unusual or clever ideas about a given topic or situation, vocalize ideas, present, and communicate with “Proposed Solutions”.

    · Deadline Driven-Embraces and comfortable working under frequent deadlines and busy schedules.

    · Project Management appreciates goals and plans to prioritize tasks on a project basis ensuring deadlines are met.

    · Accountable thrives on self and team-centric accountability. Takes responsibility for the outcome even if the outcome wasn’t positive. Never coming from a place of shame, or blame.

    · Naturally Organized – superb organizational skills in order to manage large amounts of information and desires to help the office stay organized as well.

    · Systematic – enjoys tasks that require carefully and methodically thinking through the steps required to perform a function and performs this work consistently every time.

    Job Type: Full-time

    Pay: $46,111.03 - $54,000.00 per year

    Benefits:

    • 401(k)
    • 401(k) matching
    • Dental insurance
    • Health insurance
    • Life insurance
    • Paid time off
    • Vision insurance

    Schedule:

    • 8 hour shift
    • Day shift
    • Monday to Friday

    Work Location: In person

  • 12 Days Ago

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Planning Specialist (Planning)
  • Oneida County
  • Utica, NY FULL_TIME
  • ONEIDA COUNTY GOVERNMENT NOTICE OF VACANCY DEPARTMENT: Planning CIVIL SERVICE TITLE: Planning Specialist CLASSIFICATION TYPE: Competitive (Provisional) SALARY (GRADE): $46,690 (25W) Plus Excellent Ben...
  • 5 Days Ago

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Planning coordinator
  • Axereal
  • Antwerp, NY FULL_TIME
  • Entreprise : BOORTMALT is the world leader malting company with 3 million tonnes production capacity. The group is present on 5 continents with 27 malting plants. Boortmalt's expertise is widely ackno...
  • 5 Days Ago

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Planner (Planning)
  • Oneida County
  • Utica, NY FULL_TIME
  • ONEIDA COUNTY GOVERNMENT NOTICE OF VACANCY DEPARTMENT: Planning CIVIL SERVICE TITLE: Planner CLASSIFICATION TYPE: Competitive (Provisional) SALARY (GRADE): $50,569 (27W) Plus Excellent Benefits APPLIC...
  • 5 Days Ago

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Fellowship Program 2024 - Strategic Planning
  • Havas Health Inc.
  • Madison, NY FULL_TIME
  • Hybrid Agency :Havas Health & You Job Description Summary : A fellowship is an entry-level position designed to teach the employee the fundamental facets of health and wellness advertising, the compan...
  • Just Posted

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Real Estate Paralegal
  • Staffworks
  • Clinton, NY OTHER
  • Are you looking for a career and have experience as a Real Estate Paralegal, prominent law firm in search of a Real Estate Paralegal. This role will assist with banking, purchases, sales, prepare deed...
  • 7 Days Ago

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0 Estate Planning Consultant jobs found in Utica, NY area

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Associate Real Estate Agent
  • HUNT Real Estate
  • New Hartford, NY
  • Job Description An Associate Real Estate Agent helps clients with the purchase and sale of their home. In this position,...
  • 5/10/2024 12:00:00 AM

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Experienced Real Estate Agent
  • HUNT Real Estate
  • New Hartford, NY
  • Job Description An Experienced Real Estate Agent is a professional with a proven track record in real estate sales. Frie...
  • 5/10/2024 12:00:00 AM

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Real Estate Buyer's Agent
  • HUNT Real Estate
  • New Hartford, NY
  • Job Description A Real Estate Buyer's Agent is a real estate agent who helps clients with their home purchasing needs. Y...
  • 5/10/2024 12:00:00 AM

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Associate Real Estate Agent
  • HUNT Real Estate
  • New Hartford, NY
  • Job Description An Associate Real Estate Agent helps clients with the purchase and sale of their home. In this position,...
  • 5/10/2024 12:00:00 AM

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Real Estate Sales Representative
  • HUNT Real Estate
  • New Hartford, NY
  • Job Description A Real Estate Sales Representative is a real estate agent who meets with clients to help them with the p...
  • 5/10/2024 12:00:00 AM

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Residential Real Estate Agent
  • HUNT Real Estate
  • Clinton, NY
  • Job Description A Residential Real Estate Agent is a real estate agent who helps guide customers through the intricacies...
  • 5/10/2024 12:00:00 AM

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Community Consultant
  • AvalonBay Communities, Inc.
  • Ava, NY
  • Community Consultant Position Type: Full time State: Colorado City: Denver Zip Code 80205 Total Base Pay Range $36,500.0...
  • 5/8/2024 12:00:00 AM

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Quality Manager (Heat Treat Facility)
  • CPP- Steel Treaters
  • Oriskany, NY
  • Quality Manager - Heat Treat Facility/Aerospace If you would love to be part of a company that is poised for substantial...
  • 5/7/2024 12:00:00 AM

Utica (/ˈjuːtɪkə/ (listen)) is a city in the Mohawk Valley and the county seat of Oneida County, New York, United States. The tenth-most-populous city in New York, its population was 62,235 in the 2010 U.S. census. Located on the Mohawk River at the foot of the Adirondack Mountains, Utica is approximately 95 miles (153 kilometers) northwest of Albany, 55 mi (89 km) east of Syracuse and 240 miles (386 kilometers) northwest of New York City . Utica and the nearby city of Rome anchor the Utica–Rome Metropolitan Statistical Area, which comprises all of Oneida and Herkimer counties. Formerly a rive...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$97,389 to $141,542
Utica, New York area prices
were up 1.5% 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