As an Affiliated Associate with Transamerica Agency Network, you're in business for yourself but ... estate planning, income replacement strategies and more. But it's not all about products, you also ...
As an Affiliated Associate with Transamerica Agency Network, you're in business for yourself but ... estate planning, income replacement strategies and more. But it's not all about products, you also ...
Associate Director
Huntsville, AL · On-site
As an Affiliated Associate with Transamerica Agency Network, you're in business for yourself but ... estate planning, income replacement strategies and more. But it's not all about products, you also ...
Associate Director
Huntsville, AL · On-site
As an Affiliated Associate with Transamerica Agency Network, you're in business for yourself but ... estate planning, income replacement strategies and more. But it's not all about products, you also ...
Tax Senior Associate - Real Estate
Birmingham, AL · On-site
$76K - $94K/yr
We are seeking a Tax Senior Associate for our Real Estate group. We serve a broad array of real ... Interact directly with clients handling questions, planning, concerns, etc. * Performing ...
Tax Senior Associate - Real Estate
Birmingham, AL · On-site
$76K - $94K/yr
We are seeking a Tax Senior Associate for our Real Estate group. We serve a broad array of real ... Interact directly with clients handling questions, planning, concerns, etc. * Performing ...
Tax Senior Associate - Real Estate
$76K - $94K/yr
We serve a broad array of real estate owners, developers, and investors including public and ... Interact directly with clients handling questions, planning, concerns, etc. * Performing ...
Tax Senior Associate - Real Estate
$76K - $94K/yr
We serve a broad array of real estate owners, developers, and investors including public and ... Interact directly with clients handling questions, planning, concerns, etc. * Performing ...
Financial Advisor II
Mobile, AL · On-site
Medical
Dental
Vision
Retirement
... estate planning needs. Successful Financial Advisors will bring unwavering integrity, a team ... clients, communities and associates unlock their full potential with capital and counsel.
Financial Advisor II
Mobile, AL · On-site
Medical
Dental
Vision
Retirement
... estate planning needs. Successful Financial Advisors will bring unwavering integrity, a team ... clients, communities and associates unlock their full potential with capital and counsel.
Financial Advisor II
Mobile, AL · On-site
Medical
Dental
Vision
Retirement
... estate planning needs. Successful Financial Advisors will bring unwavering integrity, a team ... clients, communities and associates unlock their full potential with capital and counsel.
Financial Advisor II
Mobile, AL · On-site
Medical
Dental
Vision
Retirement
... estate planning needs. Successful Financial Advisors will bring unwavering integrity, a team ... clients, communities and associates unlock their full potential with capital and counsel.
Senior Tax Associate - Real Estate
Birmingham, AL · On-site +1
$76K - $94K/yr
Medical
Dental
Vision
Retirement
Interacting closely with clients to provide tax planning, consulting, and compliance services ... Real Estate focus preferred * Experience in Corporate, S-Corp. and/or Partnership returns
Senior Tax Associate - Real Estate
Birmingham, AL · On-site +1
$76K - $94K/yr
Medical
Dental
Vision
Retirement
Interacting closely with clients to provide tax planning, consulting, and compliance services ... Real Estate focus preferred * Experience in Corporate, S-Corp. and/or Partnership returns
Tax Supervisor - Real Estate
$104K - $136K/yr
Interact directly with clients handling questions, planning, concerns, etc. * Develop, motivate ... The salary range (or starting rate for interns and associates) for this role represents numerous ...
Tax Supervisor - Real Estate
$104K - $136K/yr
Interact directly with clients handling questions, planning, concerns, etc. * Develop, motivate ... The salary range (or starting rate for interns and associates) for this role represents numerous ...
Tax Supervisor - Real Estate
Birmingham, AL · On-site
$104K - $136K/yr
Interact directly with clients handling questions, planning, concerns, etc. * Develop, motivate ... The salary range (or starting rate for interns and associates) for this role represents numerous ...
Tax Supervisor - Real Estate
Birmingham, AL · On-site
$104K - $136K/yr
Interact directly with clients handling questions, planning, concerns, etc. * Develop, motivate ... The salary range (or starting rate for interns and associates) for this role represents numerous ...
Associate Vice President & Chief Facilities Officer Requisition ID: T236749 **DO NOT CLICK THE ... The role oversees all facilities operations, real estate, and capital planning while partnering ...
Associate Vice President & Chief Facilities Officer Requisition ID: T236749 **DO NOT CLICK THE ... The role oversees all facilities operations, real estate, and capital planning while partnering ...
Private Banker
Fairhope, AL · On-site
... insurance, estate planning & trust services, which are delivered through holistic financial ... associates and external client prospects and centers of influence * Develops and grows a portfolio ...
Private Banker
Fairhope, AL · On-site
... insurance, estate planning & trust services, which are delivered through holistic financial ... associates and external client prospects and centers of influence * Develops and grows a portfolio ...
Private Banker
Fairhope, AL · On-site
... insurance, estate planning & trust services, which are delivered through holistic financial ... associates and external client prospects and centers of influence * Develops and grows a portfolio ...
Private Banker
Fairhope, AL · On-site
... insurance, estate planning & trust services, which are delivered through holistic financial ... associates and external client prospects and centers of influence * Develops and grows a portfolio ...
Tax Associate - Huntsville, AL
$58K - $77K/yr
... estate tax returns * Stay up-to-date with tax laws and regulations * Interact and work closely with clients and client executives to provide tax planning, consulting, and compliance services
Tax Associate - Huntsville, AL
$58K - $77K/yr
... estate tax returns * Stay up-to-date with tax laws and regulations * Interact and work closely with clients and client executives to provide tax planning, consulting, and compliance services
... estate tax returns * Stay up-to-date with tax laws and regulations * Interact and work closely with clients and client executives to provide tax planning, consulting, and compliance services
... estate tax returns * Stay up-to-date with tax laws and regulations * Interact and work closely with clients and client executives to provide tax planning, consulting, and compliance services
Tax Associate - Athens, AL
Athens, AL · On-site
$49K - $65K/yr
... estate tax returns * Stay up-to-date with tax laws and regulations * Interact and work closely with clients and client executives to provide tax planning, consulting, and compliance services
Tax Associate - Athens, AL
Athens, AL · On-site
$49K - $65K/yr
... estate tax returns * Stay up-to-date with tax laws and regulations * Interact and work closely with clients and client executives to provide tax planning, consulting, and compliance services
... estate tax returns * Stay up-to-date with tax laws and regulations * Interact and work closely with clients and client executives to provide tax planning, consulting, and compliance services
... estate tax returns * Stay up-to-date with tax laws and regulations * Interact and work closely with clients and client executives to provide tax planning, consulting, and compliance services
... estate tax returns * Stay up-to-date with tax laws and regulations * Interact and work closely with clients and client executives to provide tax planning, consulting, and compliance services
... estate tax returns * Stay up-to-date with tax laws and regulations * Interact and work closely with clients and client executives to provide tax planning, consulting, and compliance services
Tax Associate - Birmingham, AL
$54K - $73K/yr
... estate tax returns * Stay up-to-date with tax laws and regulations * Interact and work closely with clients and client executives to provide tax planning, consulting, and compliance services
Tax Associate - Birmingham, AL
$54K - $73K/yr
... estate tax returns * Stay up-to-date with tax laws and regulations * Interact and work closely with clients and client executives to provide tax planning, consulting, and compliance services
Associate Member Services Officer
Kinston, AL · On-site
Associate MSOs perform routine branch duties and follow standard branch procedures. They are ... and Real Estate products and services offered by SECU (i.e., insurance, retirement planning ...
Associate Member Services Officer
Kinston, AL · On-site
Associate MSOs perform routine branch duties and follow standard branch procedures. They are ... and Real Estate products and services offered by SECU (i.e., insurance, retirement planning ...
Associate MSOs perform routine branch duties and follow standard branch procedures. They are ... and Real Estate products and services offered by SECU (i.e., insurance, retirement planning ...
Associate MSOs perform routine branch duties and follow standard branch procedures. They are ... and Real Estate products and services offered by SECU (i.e., insurance, retirement planning ...
Estate Planning Associate information
What is an estate planning associate?
Estate Planning Associates are legal professionals who assist clients with organizing their assets and preparing legal documents, such as wills, trusts, and powers of attorney, to ensure their wishes are carried out after death or in the event of incapacity. They typically work under the supervision of more experienced estate planning attorneys and help research, draft documents, and communicate with clients. Their role is essential in helping individuals and families protect their wealth and provide for their loved ones.
What are some typical challenges faced by estate planning associates when working with clients?
Estate Planning Associates frequently encounter the challenge of translating complex legal and tax concepts into clear, actionable strategies for clients from diverse backgrounds. They must balance sensitive family dynamics and confidentiality concerns while ensuring that all documentation accurately reflects the client's wishes. Additionally, staying current with changing laws and regulations is crucial for providing compliant and effective advice. Collaboration with senior attorneys, financial advisors, and clients' family members is often necessary to create robust, comprehensive estate plans.
What are the key skills and qualifications needed to thrive as an estate planning associate, and why are they important?
To thrive as an Estate Planning Associate, you need a law degree, bar admission, and a solid understanding of trusts, wills, tax law, and probate procedures. Familiarity with legal research platforms (like Westlaw or LexisNexis) and document drafting software is typically required. Exceptional interpersonal skills, discretion, and attention to detail help build client trust and manage sensitive financial information. These competencies ensure accurate, compliant estate plans and foster long-term client relationships.
What are the most commonly searched types of Estate Planning jobs in Alabama?
The most popular types of Estate Planning jobs in Alabama are:
Job description
As an Affiliated Associate with Transamerica Agency Network, you’re in business for yourself but you’re not on your own. You have the support of one of the most recognized brands in the industry – Transamerica. What’s more, you offer individuals and families services that matter including life insurance protection and retirement strategies. Which means not only are you in control of your time, but you can help individuals and families prepare for the future.
What can Transamerica Agency Network (TAN) offer you?
With TAN, you are part of a financial services marketing group that represents one of the most recognized brands in the financial services and insurance industry. Through Transamerica and other well- known preferred providers, you have offer products and services to help you develop a strategy that best fits your client’s needs.
You have access to products from Transamerica and multiple other companies through United Financial Services, Inc. to help you offer clients the peace of mind they deserve with life insurance, retirement services, estate planning, income replacement strategies and more. But it’s not all about products, you also have access to education and financial concepts to help individuals and families understand the importance of preparing for the future.
We also offer a unique business model that allows you to build your business your way. You control your time, income potential and whether you want to create a personal practice, become a specialist in a certain product or service, or build a team of financial professionals.
What qualifications do you need?
It does not matter if you’re new to financial services or have experience in this industry. TAN offers you an opportunity that can help you follow the path you wantÂ
About Transamerica Life Insurance
Sourced by ZipRecruiter
Industry
Insurance services
Company size
1 - 10 Employees
Headquarters location
Cedar Rapids, IA, US