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© All Rights Reserved. ApplyBlast.com
carolinafep
A Client Relationship Manager at Carolina Family Estate Planning guides prospective clients through estate planning decisions, connects with clients, communicates value, and ensures follow-through. The role focuses on client-facing interactions and driving results through consultative guidance.
Headquarters
Cary, North Carolina, United States
Company Size
11-50 employees
Founded
2009
Carolina Family Estate Planning is a North Carolina-based firm specializing in estate planning, asset protection, and probate services for individuals and families. They help clients plan secure futures through wills, trusts, long-term care planning, and strategies to protect family wealth. The team emphasizes clear guidance, personalized planning, and practical solutions to simplify complex legal processes. Their client-focused approach aims to help people live better lives by planning for a secure future.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for carolinafep.
17% below the average for this role