Estate Planning Jobs in Bradenton
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Search Results - Estate Planning Jobs in Bradenton
United Placement Group-Bradenton-appcast.io-
Earning potential: $16/hour plus $50 for every qualified appointment. Our full‑time setters who book 6 appointments a week earn about $940 weekly.
What you’ll do
• Call warm leads who requested information about estate planning (no cold calling)
• Use...
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United Placement Group-Bradenton-workable.com-
you’ll do
• Call warm leads who requested information about estate planning
• Use a proven script to confirm interest and book appointments
• Log call notes and appointment details
• Hit weekly goals with coaching and support
What you get
• $16/hour...
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Orion Placement-Valrico, 40 mi from Bradenton-
Pay: $120,000.00 - $180,000.00 per year
Why This Is a Great Opportunity
• Take immediate ownership of meaningful estate planning and probate matters while working directly with clients.
• Step into an established practice with experienced support...
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United Placement Group-Bradenton-workable.com-
for will updates, trust changes, and estate settlement
• Handle inbound and outbound calls, resolve member questions, and keep accurate case notes
• With training, grow into supporting families and successor trustees through estate settlement
• Provide backup...
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AppleOne Employment Services-Clearwater, 45 mi from Bradenton-
About the Opportunity
A well-established Florida law firm is seeking an experienced Estate Planning & Estate Administration Attorney to join its growing team in Clearwater or Venice, Florida. This is an excellent opportunity for an attorney who...
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United Placement Group-Bradenton-workable.com-
Location: Bradenton, FL
Schedule: Monday–Friday, 8:00 a.m.–4:30 p.m.
Job Type: Full-time, W-2, paid weekly
About the Role
We’re hiring a Member Services Coordinator to provide phone-based customer support to our estate planning members. You’ll...
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Fisher Investments-Saint Petersburg, 27 mi from Bradenton-
Overview
In this role you educate high-net-worth clients on estate planning concepts after reviewing their documents, identify gaps or risks, and share viable planning options. You will collaborate with the Financial Planning team, Investment...
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United Placement Group-Bradenton-workable.com-
to work the scheduled on-site hours.
• A willingness to learn, apply feedback, and develop additional skills.
Estate-planning, insurance, or financial-services experience is helpful. Relevant phone experience and a commitment to professional client...
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Fisher Investments-Tampa, 38 mi from Bradenton-
Overview
In this role you educate high-net-worth clients on estate planning concepts after reviewing their documents, identify gaps or risks, and share viable planning options. You will collaborate with the Financial Planning team, Investment...
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Bonham Solutions-Sarasota, 4 mi from Bradenton-careers-page.com-
A respected law firm in the Greater Sarasota area is looking for an Elder Law & Estate Planning Attorney. to join their team mid-sized team. The firm focuses on elder law, estate planning and guardianship. It is known for compassionate, client...
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