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Estate Planning Client Advisory Specialist

$65k - $150k

Shoup Legal, a Professional Law Corporation

Shoup Legal, a Professional Law Corporation, is seeking a Client Engagement Advisor in Murrieta, California. This role focuses on conducting consultative meetings with prospective clients, identifying their goals, and guiding them through the planning process. The position promises meaningful work and growth opportunities as part of a passionate team dedicated to helping families navigate important decisions. Compensation includes a competitive base salary ranging from $65,000 to $150,000 based on performance bonuses, along with professional development opportunities. #J-18808-Ljbffr Shoup Legal, a Professional Law Corporation

Vacancy posted 2 days ago
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