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Planning Consultant (Remote or In-Office)

Orange County

Planning Consultant (Remote or In-Office)

Salary Range:$125,000-$175,000Responsibilities * Advanced tax and estate planning. * Review client estates, flag key planning opportunities for discussion. * Help the team execute planning projects. * Productivity bonuses and no billable hour requirement! Requirements * Law degree and minimum 5 years' experience in estate planning. * Excellent verbal/written communication and customer service skills. * A high level of integrity, diligence, and discretion. * Self-motivated to excel with minimal supervision. * Strong knowledge-Microsoft Office programs.
May 24, 2024

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