Estate Planning Consultant jobs in Burlington, VT

Estate Planning Consultant provides estate planning consultation to the agency work force. Develops and conducts any training or educational seminars necessary to guide agents and their clients through the procedural, legal, and financial aspects of their plans. Being an Estate Planning Consultant is responsible for developing and maintaining relationships with professional advisors. Requires a bachelor's degree. Additionally, Estate Planning Consultant typically reports to a manager. Estate Planning Consultant is a specialist on complex technical and business matters. Work is highly independent. May assume a team lead role for the work group. To be an Estate Planning Consultant typically requires 7+ years of related experience. (Copyright 2024 Salary.com)

U
Business Planning Consultant
  • University of Vermont Medical Center
  • Burlington, VT FULL_TIME
    Job Details
    Job Ref:
    R0062340
    Category:
    Administration
    Employment Type:
    Full Time
    Health Care Partner:
    The University of Vermont Medical Center
    Location:
    462 Shelburne Rd, Burlington, VT
    Department:
    UVMHN Strategic & Business Planning
    Job Type:
    Regular
    Primary Shift:
    Day-8hr
    Hours:
    8:00 am - 4:30 pm
    Hours per Week:
    40
    Weekend Needs:
    Other
    Pay Rate:
    $37.65 - $56.47 per hour

    JOB DESCRIPTION:

    The Business Planning Consultant is a high-level independent contributor within the University of Vermont Health Network (UVMHN). Working with clinical and administrative leadership, facilities, IT, finance and others, he/she/they coordinates and facilitates business planning for major projects leading to certificate of need applications. The Business Planning Consultant is responsible for sophisticated analyses supporting business and operational planning as well as analyses of new opportunities including how to share services regionally. With information from many sources, these analyses include but are not limited to understanding changing socioeconomic and demographic conditions, payment models, service volumes and demand projections of partners and other regional providers. The consultant contributes to capital and master facility planning and monitors progress on the strategic plan.

    EDUCATION:

    Bachelor's degree required, Master's degree preferred, in Statistics, Accounting, Business Administration or related field.

    EXPERIENCE:

    Five years of progressive, successful experience in complex analyses, strategic planning, business planning, facilities and/or operational planning including sophisticated financial modeling; budgeting and forecasting.


    The UVM Health Network is dedicated to creating a workplace that is diverse, equitable, accessible, and inclusive for our employees, patients and communities we serve. This commitment will be included in all strategies and policies and will represent who we are as an organization.

     

  • 2 Months Ago

Q
Planning coordinator
  • Quiruz Travels
  • Burlington, VT FULL_TIME
  • ROLES AND RESPONSIBILITIES : Research and recommend ideal destinations to clients Plan and arrange accommodations, excursions, and activities. Prepare quotes and review with clients to confirm accurac...
  • 5 Days Ago

E
Maintenance III
  • Evergreen Real Estate Group
  • Williston, VT FULL_TIME
  • Evergreen Real Estate Group is seeking a (multi-site) Maintenance III at Eagle Crest & Falcon Manor in Williston, VT & Hawks Nest in Saint Albans, VT! Summary: This position is primarily responsible f...
  • 7 Days Ago

A
Financial Planning Specialist
  • Ameriprise Financial - Vermont
  • Williston, VT FULL_TIME
  • Guided Wealth Advisors, Private Wealth Advisory Practice of Ameriprise Financial, is seeking a highly motivated and licensed Financial Planning Specialist to join our dynamic team. This individual wil...
  • 8 Days Ago

2
Financial Planning Analyst
  • 2140 Dynapower Company, LLC
  • South Burlington, VT FULL_TIME
  • The Financial Planning Analyst is responsible for a variety of aspects including forecasting, budgeting, reporting, and analyzing the company's revenue and expenses. We are seeking a motivated candida...
  • 1 Month Ago

A
Material Planning Manager
  • Alstom
  • Plattsburgh, NY FULL_TIME
  • Req ID:432295 At Alstom, we understand transport networks and what moves people. From high-speed trains, metros, monorails, and trams, to turnkey systems, services, infrastructure, signalling and digi...
  • 1 Month Ago

Filters

Clear All

  • Filter Jobs by companies
  • More

0 Estate Planning Consultant jobs found in Burlington, VT area

B
Real Estate Buyer's Agent
  • Berkshire Hathaway HomeServices Vermont Realty Group
  • South Burlington, VT
  • Job Description A Real Estate Buyer's Agent is a real estate agent who helps clients with their home purchasing needs. Y...
  • 4/16/2024 12:00:00 AM

B
Real Estate Outside Sales Professional
  • Berkshire Hathaway HomeServices Vermont Realty Group
  • South Burlington, VT
  • Job Description A Real Estate Outside Sales Professional is a real estate agent who manages all aspects of a home purcha...
  • 4/16/2024 12:00:00 AM

B
Real Estate Sales Agent
  • Berkshire Hathaway HomeServices Vermont Realty Group
  • South Burlington, VT
  • Job Description A Real Estate Sales Agent is a real estate agent who manages the sale of residential properties for clie...
  • 4/16/2024 12:00:00 AM

B
Associate Real Estate Agent
  • Berkshire Hathaway HomeServices Vermont Realty Group
  • Burlington, VT
  • Job Description An Associate Real Estate Agent helps clients with the purchase and sale of their home. In this position,...
  • 4/16/2024 12:00:00 AM

B
Entry-Level Real Estate Agent
  • Berkshire Hathaway HomeServices Vermont Realty Group
  • Burlington, VT
  • Job Description A Real Estate Agent plays an essential role in a real estate transaction. Real estate is an exciting ind...
  • 4/16/2024 12:00:00 AM

B
Independent Real Estate Agent
  • Berkshire Hathaway HomeServices Vermont Realty Group
  • Burlington, VT
  • Job Description An Independent Real Estate Agent advises clients on every facet of the real estate sales and purchasing ...
  • 4/16/2024 12:00:00 AM

V
Senior Structural Bridge Engineer
  • VHB
  • South Burlington, VT
  • Overview: ABOUT THE POSITION Senior Structural Bridge Engineer | Hybrid VHB is seeking a Senior Structural Engineer to j...
  • 4/14/2024 12:00:00 AM

A
Building Sciences Division Manager - 24-75
  • Atlas
  • Williston, VT
  • Atlas is a nationwide leader in civil engineering, materials testing and geotechnical consulting services for environmen...
  • 4/14/2024 12:00:00 AM

Burlington is the most populous city in the U.S. state of Vermont and the seat of Chittenden County. It is located 45 miles (72 km) south of the Canada–United States border and 94 miles (151 km) south of Montreal. The city's population was 42,452 according to a 2015 U.S. census estimate. It is the least populous municipality in the United States to be the most populous incorporated area in a state. A regional college town, Burlington is home to the University of Vermont (UVM) and Champlain College, a small private college. Vermont's largest hospital, the UVM Medical Center, is located within t...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$98,661 to $143,388
Burlington, Vermont area prices
were up 1.6% from a year ago

Estate Planning Consultant in New Haven, CT
The training program should include topics such as key steps in creating an estate plan, legal issues related to estate planning, charitable contribution strategies, tax planning and estate tax implications, financial considerations and special situations that impact estate planning.
November 29, 2019
Estate Planning Consultant in Somerset, NJ
Training to become an Estate Planning Consultant is your opportunity to create income streams that add real value to your business whilst enhancing existing client relationships.
February 24, 2020
Estate Planning Consultant in Virginia Beach, VA
They are rapidly expanding and now require additional home based consultants / advisers with experience in selling Wills, Trusts and Funeral Plans.
January 02, 2020