Paralegal (Estate Planning)

2 weeks ago


Phoenix, United States Magellan Financial Full time

Your Chance to Join a Rapidly Growing Company and Shape Financial Futures

**Who We Are**:
**The Role**:
We are seeking an Estate Planning Paralegal with significant experience in estate planning and a dedication to helping others. In this role, you will be instrumental in supporting our financial planners across the country as they create comprehensive estate plans for their clients. Your expertise will greatly enhance the abilities of our advisors, who focus on retirement planning and wealth management for individuals and families, especially those in the mass affluent category who are nearing or have already retired.

**Your Impact**:

- Providing expert estate planning advice to our advisors.
- Assisting in building comprehensive financial plans.
- Helping our advisors better serve their clients and gather more assets.
- Utilizing tools like estate and financial planning software.

**You're Perfect If You**:

- Possess deep knowledge of estate planning.
- Are a teacher at heart, and can communicate the things you know to others.
- Have excellent communication skills to interact with advisors.
- Are dependable, collaborative, and eager to be part of a long-term journey with us.
- Are experienced in drafting Wills, Trusts, and Power of Attorney documents.

**Why You'll Love It Here**:

- Be part of a team that values innovation, skill, and growth.
- Work in a state-of-the-art office environment with advanced marketing operations.
- Contribute to a culture that focuses on making a real difference in clients' lives.
- Join a company that is growing and expanding rapidly, creating dozens of incredible new opportunities for our people to lead and move their careers forward.

Join our mission to provide 'Comprehensive Financial Planning for Everyone' and become a key member of a team that is defining the financial futures of numerous families
- **This role is not remote. Foundations Investment Advisors is an equal opportunity employer.**_

Pay: $65,000.00 - $80,000.00 per year

**Benefits**:

- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance

Schedule:

- Monday to Friday

Work Location: In person



  • Phoenix, United States The Morton Group Full time

    **JO# 30141 - Paralegal: Corporate Real Estate** Paralegal with high level experience of corporate real estate leasing including closings, purchase agreements, abstracts, and amendments for North Phoenix firm. If you want to learn and work from the best, are a self-starter and want to have a high level of involvement in work, then this position is waiting...

  • Real Estate Paralegal

    2 weeks ago


    Phoenix, United States Careerbuilder-US Full time

    Responsibilities: Coordinate and guide commercial real estate transactions of all sizes from signup through closing. Review and analyze title commitments, title exception documents, and surveys and draft title objection letters. Draft, revise and analyze easements, declarations of covenants, conditions, and restrictions, license agreements, and...

  • Real Estate Paralegal

    Found in: Appcast US C2 - 2 weeks ago


    Phoenix, United States Careerbuilder-US Full time

    Responsibilities: Coordinate and guide commercial real estate transactions of all sizes from signup through closing. Review and analyze title commitments, title exception documents, and surveys and draft title objection letters. Draft, revise and analyze easements, declarations of covenants, conditions, and restrictions, license agreements, and...

  • Paralegal

    4 days ago


    Phoenix, United States Friedl Richardson Full time

    Job DescriptionJob DescriptionFriedl Richardson, an established and busy Phoenix firm has an opening for an experienced paralegal in our pre-lit injury department. Duties include management of a full case load and extensive communication with clients, insurance adjusters and medical providers.The position requires 3+ years of experience, strong...

  • Corporate Paralegal

    Found in: Appcast Linkedin GBL C2 - 1 week ago


    Phoenix, United States Cavco Industries, Inc. Full time

    ABOUT THE ROLEThe Corporate Paralegal will support the General Counsel and the team as a whole in the day-to-day operations of the Legal and Compliance Team as needed. This role will be part of a team that interacts with each other on a daily basis to ensure all responsibilities of the team are covered. Primary duties for this position include but may not be...

  • Corporate Paralegal

    Found in: Appcast US C2 - 1 week ago


    Phoenix, United States Cavco Industries, Inc. Full time

    ABOUT THE ROLEThe Corporate Paralegal will support the General Counsel and the team as a whole in the day-to-day operations of the Legal and Compliance Team as needed. This role will be part of a team that interacts with each other on a daily basis to ensure all responsibilities of the team are covered. Primary duties for this position include but may not be...

  • Real Estate Assistant

    3 weeks ago


    Phoenix, United States REMAX Professionals Full time

    Job DescriptionJob DescriptionOne of our incredible teams is hiring a motivated real estate administrative assistant to join their growing team! Responsibilities include administrative duties such as keeping track of all transaction documents in the client database, monitoring and notifying clients of important deadlines, complying with legal procedures, and...


  • Phoenix, United States CareerBuilder Full time

    Exclusive opportunity to join a Fortune 500 company with a legacy spanning three decades! If you are a strong corporate real estate manager looking for the chance to be part of something truly transformative while making a tangible difference in the world, this is your next home! Govig Your #1 full-service recruiting firm, your access to the best...

  • Corporate Real Estate Manager

    Found in: Appcast Linkedin GBL C2 - 3 weeks ago


    Phoenix, United States Govig & Associates Full time

    Exclusive opportunity to join a Fortune 500 company with a legacy spanning three decades! If you are a strong corporate real estate manager looking for the chance to be part of something truly transformative while making a tangible difference in the world, this is your next home! Govig – Your #1 full-service recruiting firm, your access to the best...


  • Phoenix, United States Govig & Associates Full time

    Exclusive opportunity to join a Fortune 500 company with a legacy spanning three decades! If you are a strong corporate real estate manager looking for the chance to be part of something truly transformative while making a tangible difference in the world, this is your next home! Govig – Your #1 full-service recruiting firm, your access to the best...


  • Phoenix, United States CareerBuilder Full time

    RETS Associates is seeking a new Development Manager with several years of commercial real estate experience in our Phoenix office. This Development Manager will be responsible for managing multiple commercial real estate development projects from early due diligence through construction management. The ideal candidate has 5+ years of experience, can...


  • Phoenix, United States AZ REAL ESTATE & PROPERTY MGMT Full time

    Job DescriptionJob DescriptionAZ Real Estate and Property Management is a dynamic, professional real estate company that is seeking a licensed property manager to join our growing company and awesome team.Requirements are as follows:- Awesome attitude- Arizona Real Estate License required.- Strong attention to detail- Outstanding interpersonal and...


  • Phoenix, United States REMAX Professionals Full time

    Job DescriptionJob DescriptionWe’re looking for a talented, professional buyer’s agent to join our expanding team of real estate professionals. You will be responsible for consulting with and guiding our clients through the entire home buying process. From contacting pre-qualified leads to showing homes to the negotiation process and final sale, you will...

  • Loan Documentation

    2 weeks ago


    Phoenix, United States Reliant Capital Full time

    Job DescriptionJob DescriptionAbout Reliant Capital Reliant Capital is a leading private lending platform, serving real estate developers nationwide in the acquisition, renovation, and construction of residential real estate. Founded by a leadership team with a deep understanding and personal experience in virtually every facet of real estate development,...

  • Loan Documentation

    5 days ago


    Phoenix, United States Reliant Capital Full time

    Job DescriptionJob DescriptionAbout Reliant Capital Reliant Capital is a leading private lending platform, serving real estate developers nationwide in the acquisition, renovation, and construction of residential real estate. Founded by a leadership team with a deep understanding and personal experience in virtually every facet of real estate development,...


  • Phoenix, United States CommonSpirit Health Full time

    Overview CommonSpirit Health was formed by the alignment of Catholic Health Initiatives (CHI) and Dignity Health. With more than 700 care sites across the U.S. from clinics and hospitals to home-based care and virtual care services CommonSpirit is accessible to nearly one out of every four U.S. residents. Our world needs compassion like never before. Our...

  • Area Manager Planning Design Construction

    Found in: Resume Library US A2 - 2 weeks ago


    Phoenix, Arizona, United States CommonSpirit Health Full time

    Overview: CommonSpirit Health was formed by the alignment of Catholic Health Initiatives (CHI) and Dignity Health. With more than 700 care sites across the U.S. from clinics and hospitals to home-based care and virtual care services CommonSpirit is accessible to nearly one out of every four U.S. residents. Our world needs compassion like never before. Our...

  • Law Office Manager

    Found in: Talent US C2 - 2 weeks ago


    Phoenix, United States Charles F. Myers P.A. Full time

    Benefits: 401(k) Competitive salary Dental insurance Health insurance Paid time off Job Title: Office ManagerCompany: Charles F. Myers, P.A. Location: Phoenix, AZAbout the Firm: Charles F. Myers, P.A. is an estate planning, probate, and trust administration firm located in Phoenix. We have a team of 12 individuals, including 3...


  • Phoenix, United States CareerBuilder Full time

    Overview CommonSpirit Health was formed by the alignment of Catholic Health Initiatives (CHI) and Dignity Health. With more than 700 care sites across the U.S. from clinics and hospitals to home-based care and virtual care services CommonSpirit is accessible to nearly one out of every four U.S. residents. Our world needs compassion like never before. Our...


  • Phoenix, United States Renren Full time

    Lofty is a high-growth, global SaaS company serving the residential real estate market. Our suite of tools addresses the daily pain points faced by agents, empowering them to launch effective marketing campaigns, track leads' activities, build lasting customer relationships, and efficiently manage teams. As a leader in our industry, we are seeking a highly...