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Pacific Life Insurance Company
Newport Beach, CA, United States
Job Description: Pacific Life is investing in bright, agile and diverse talent to contribute to our mission of innovating our business and creating a superior customer experience. We're actively seeking a talented Advanced Planning Consultant to join our Advanced Designs team in Newport Beach, CA. This role can be on-site, hybrid or fully remote
Job Source: Pacific Life Insurance CompanyFidelity Investments
Brea, CA, United States
Job Description: Planning Consultant As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your integrity and
Job Source: Fidelity InvestmentsRegal Executive Search
Irvine, CA, United States
Job Description Accounting Advisory – Consultant Senior Associate level financial consultants work closely with senior management of Fortune 500, mid-cap and start-up companies. Managers lead project teams and interact with clients and their Big 4 auditors on all aspects of engagements, including report writing, developing and managing relations
Job Source: Regal Executive SearchFidelity TalentSource LLC
Irvine, CA, United States
Job Description: Are you passionate about helping advisors build their business through a culture of planning by mentoring and encouraging associates? Do you love to spend time crafting deeper positive relationships? Our Financial Planning offices are filled with energy and potential and our Regional Planning Consultants play a vital role in supp
Job Source: Fidelity TalentSource LLCBurns & McDonnell
Brea, CA, United States
Recruitment Fraud: If you suspect a job offer claiming to be from Burns & McDonnell or its affiliates may be illegitimate, please notify us . Build Your Story at Every story here is custom-built. If you’re ready to turn the page and build your story, check out our current job openings. mp; McDonnell is an Equal Opportunity Employer Minorities/Fe
Job Source: Burns & McDonnellBurns & McDonnell
Brea, CA, United States
**Description** The Senior Consultant Transmission Planning will utilize extensive knowledge in electrical transmission planning and application of grid technologies to assess grid performance and ready the grid for the future challenges represented by plant retirements and renewable integration. The Senior Consultant Transmission Planning will lea
Job Source: Burns & McDonnellBurns & McDonnell
Brea
**Description** The Transmission Planning Consultant will utilize knowledge in electrical transmission planning and application of grid technologies to assess grid performance and ready the grid for the future challenges represented by plant retirements and renewable integration. The Transmission Planning Consultant will perform a broad range of tr
Job Source: Burns & McDonnellDeloitte
Costa Mesa
Are you a problem solver who likes to figure out what lies behind the financial numbers? Are you interested in a role that offers an opportunity to provide front line support to our clients? Join our team and begin tackling critical issues at all levels of government in a team-focused environment with an emphasis on personal and professional growth
Job Source: DeloitteIrvine, CA, United States
Planning Consultant (Remote or In-Office)
*We are looking for a remote or in-office candidate who can see clients in Southern California when needed. We are mainly looking for candidates in Southern California, but we are open to Utah and Nevada as well.
Role and Responsibilities
· Wright Ford Young is one of the only large local CPA firms in Orange County with a dedicated Estates and Trusts department. You will work as part of the Planning Team on client counseling in advanced tax and estate planning.
· You will learn the law and best tax and estate planning strategies, review key tax and estate planning reports, update checklists/forms.
· You will review high-net-worth client estates and plan documents, flag key planning opportunities, updates, etc.
· You will meet directly with clients, their CPAs, and other advisors to provide tax and estate planning strategies and recommendations.
· You will work with the Diligence Coordinator to complete client diligence, files, and deliverables.
· You will assist the Planning Team, CPAs, clients, and their advisors with planning materials and documents.
· You will help the Planning Team, CPAs, clients, and their advisors execute and follow-through on planning projects and tasks.
· You will report directly to the Senior Planning Consultant from whom you will receive training and instruction.
· You will have productivity bonuses and no billable hour requirement!
Qualifications and Education Requirements
· Must have a law degree and a minimum five (5) years’ experience in estate planning.
· Must possess excellent verbal and written communication and customer service skills.
· Must possess excellent interpersonal, conflict resolution, and problem-solving skills.
· Must possess excellent administrative skills and the ability to multitask.
· Must possess a high level of integrity, discretion, and confidentiality.
· Must be self-motivated to produce and excel with minimal supervision.
· Must have strong knowledge of Microsoft Office (Excel, Word, Outlook, PowerPoint).
· Must have the ability to learn new software with minimal assistance.
Preferred Skills
· Experience in advanced tax and irrevocable trust planning, family partnerships, and foundations a plus.
Additional Notes
Wright Ford Young & Co. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this job.
Watch our Life at Wright Ford Young & Co. and hear from employees on what it's like working at WFY: https://youtu.be/viB9MeTKnPA
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Email Alert for Accounting Planning Consultant jobs in Irvine, CA, United States
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