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)
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.
0 Estate Planning Consultant jobs found in Essex, VT area