Estate Planning Consultant jobs in Ventura, CA
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
Estate Planning Associate
- Whalen Bryan
-
Oxnard, CA
FULL_TIME
-
Long established Estate Planning/Trust Administration Law firm is looking for an immediate hire of an Associate Attorney.AMAZING opportunity to learn Estate Planning IF you have at least a couple of years experience practicing law.Mainly learn the ropes of the litigation side of Estate Planning.This person will interface with fiduciaries, family members, trustees.Busy firm that offers work-life balance.No need to have a client base- they have a lot of clients!
- 16 Days Ago
Junior Estate Planning Legal Assistant
- Robert Half
-
Camarillo, CA
PER_DIEM
- Join an esteemed boutique trusts & estates firm in Ventura County as a Legal Assistant! Our client is seeking a dynamic individual with at least 1 year of estate planning experience to join its team. ...
- 21 Days Ago
Planning Consultant - Thousand Oaks, CA
- SF Demo - FMR LLC
-
Thousand Oaks, CA
FULL_TIME
- Job Description:Planning ConsultantAs a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, r...
- 1 Month Ago
Home Care Aide NEEDED for Elderly Veteran in Santa Paula, CA
- Care Planning Institute, Inc
-
Santa Paula, CA
PART_TIME
- We are a home care aide servcies agency that has been in business since 2007 and help elderly people stay safe and well in their homes. We provide home care services in 15 states. We also offer same d...
- 18 Days Ago
Care aide needed for
- Care Planning Institute, Inc
-
Fillmore, CA
FULL_TIME
- 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 provide home care services in 15 states. We also offer same-d...
- 1 Day Ago
As-Needed Archaeologist – Channel Islands
- HELIX ENVIRONMENTAL PLANNING, INC.
-
Ventura, CA
FULL_TIME
- Description HELIX Environmental Planning, Inc. (HELIX), a growing, employee-owned California-based environmental consulting and planning firm, is currently seeking as-needed archaeologists for our Cul...
- 4 Days Ago
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0 Estate Planning Consultant jobs found in Ventura, CA area
Business Development Executive
- Hotwire Communications Ltd
-
Ventura, CA
- The Business Development Executive will be responsible for obtaining leads and securing Bulk/R.O.E. agreements within mu...
- 4/26/2024 12:00:00 AM
Wealth Management Associate
- Equitable Advisors
-
Ventura, CA
- Responsibilities Our team of wealth management associates strive to provide knowledgeable, objective financial guidance ...
- 4/26/2024 12:00:00 AM
Wealth Advisor
- SageView Advisory Group
-
Westlake Village, CA
- As one the nation’s premier retirement plan consulting and wealth management firms, SageView recognizes the importance o...
- 4/26/2024 12:00:00 AM
Administration Specialist
- Hermance Law
-
Ventura, CA
- We are seeking a friendly and professional Administration Specialist to join our esteemed estate planning law firm, part...
- 4/24/2024 12:00:00 AM
Wealth Management Associate
- Equitable Advisors
-
Ventura, CA
- Responsibilities Our team of wealth management associates strive to provide knowledgeable, objective financial guidance ...
- 4/23/2024 12:00:00 AM
Occupancy Planner
- Jones Lang Lasalle Incorporated
-
Thousand Oaks, CA
- JLL supports the Whole You, personally and professionally.Our people at JLL are shaping the future of real estate for a ...
- 4/23/2024 12:00:00 AM
Project Manager
- TynanGroup LLC
-
Santa Barbara, CA
- Company Description TynanGroup is a national real estate development services firm that has been helping clients success...
- 4/22/2024 12:00:00 AM
About Ventura, California
Ventura is located northwest of Los Angeles on the California coast. The western portion of the city stretches north along the Ventura River and is characterized by a narrow valley with steeply sloped areas along both sides. The steep slopes of the Ventura foothills abut the northern portion of the community. Much of the eastern portion is on a relatively flat alluvial coastal plain lying along the western edge of the Oxnard Plain. The Santa Clara River forms the city's southerly boundary with the city limits reaching up to the beginning of the Santa Clara River Valley at the historic communit...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$106,083 to $154,175
Ventura, California area prices
were up 2.5% from a year ago
were up 2.5% from a year ago
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