Estate Planning Consultant

WizeHire, Inc; Coral Gables (FL); On-site; USD 90,000 - 130,000; Full time

Job summary

Trust Counsel, P.L. in Coral Gables is seeking an Estate Planning Consultant who sits down with families to understand their needs and guide them through the planning process after major life events.

This is a sales role with clear performance targets, ideal for someone who has sold high-trust services in a consultative setting, such as financial advising or wealth management, and who wants to make a meaningful difference for families.

Job description

Trust Counsel, P.L. is an estate planning, probate, guardianship, and litigation firm in Coral Gables. People come to us after a new grandchild, a business sale, a second marriage, or a health scare, and most have been putting off this conversation for years. The Estate Planning Consultant is the person they sit down with. Our attorneys give the legal advice, recommend each family's plan, and draft the documents. You make sure families arrive at that conversation prepared, and you help them move forward once they have their recommendation.

This is a sales role with clear performance targets. It fits people who have sold a high-trust service in a consultative setting, such as financial advising, insurance, wealth management, or pharmaceutical and medical device sales, and who want work where the outcome matters to the family in front of them.