Estate Planning Consultant jobs in Morgantown, WV

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)

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Manager Planning & Real Estate
  • West Virginia University Hospital, Inc
  • Morgantown, WV FULL_TIME
  • Welcome! We're excited you're considering an opportunity with us! To apply to this position and be considered, click the Apply button located above this message and complete the application in full. Below, you'll find other important information about this position.

    Manages a wide range of skilled space planning, design and real estate duties in support of WVUH and its facilities. Manages the Personnel within the Inventory Control Department.

    MINIMUM QUALIFICATIONS:

    EDUCATION, CERTIFICATION, AND/OR LICENSURE:

    1. Bachelor's degree in Architecture, Engineering, Construction Management, Business, Healthcare, or related field;

    OR Associate degree in Architecture, Engineering, Construction Management, Business, Healthcare, or other field AND seven (7) years experience of project planning, real estate, and supervisory experience.

    EXPERIENCE:

    1. Five (5) years' Project Planning and Real Estate Transaction experience.

    2. Five (5) years' experience supervising Project Management, Inventory Control staff and tradespeople.

    PREFERRED QUALIFICATIONS:

    EDUCATION, CERTIFICATION, AND/OR LICENSURE:

    1. Master's degree in Architecture, Engineering, Construction Management, Business, Healthcare, or related field.

    EXPERIENCE:

    1. Five (5) of project planning and real estate experience in a healthcare setting/environment.

    CORE DUTIES AND RESPONSIBILITIES:The statements described here are intended to describe the general nature of work being performed by people assigned to this position. They are not intended to be constructed as an all-inclusive list of all responsibilities and duties. Other duties may be assigned.

    1.Responsible for the efficient and effective management of personnel in the WVUH Inventory Control Department within the Facility Management Department.

    2. Initiates planning and real estate needs for major programs for WVUH, including initiating contracts for land purchases, site evaluations, appraisals, building assessments, property surveys, environmental assessments, architect's and other specialized consultant's design contracts.

    3. Develops and issues Request for Proposals for specialized design, engineering and construction services for strategic initiatives. Provides oversight and guidance to Project Managers, Construction Managers, and tradespeople. Monitors, develops, and reports project status to all parties per PDC policy/procedures as monitored by the AVP.

    4. Conducts personnel performance evaluations, including personal goals review per WVUH and departmental policy/procedures as monitored by the AVP.

    5. Monitors scheduling of personnel, including badge/in/out review, absenteeism/tardiness policies, reviews PTO requests, etc. per WVUH/departmental policy/procedures as monitored by the AVP.

    6. Responsible for the efficient and effective management of the quality of WVUH PDC department's planning, real estate, and inventory control functions.

    7.Ensures that all plans are reviewed during design stage, construction document stage and substantial completion stage as outlined in the PDC policy/procedures and as monitored by the AVP.

    8. Ensures departmental goals are formulated, monitored, and utilized for department performance improvement as outlined in the departmental policy and procedures and as monitored by the AVP.

    9. Ensures that PDC personnel provide project quality control, customer satisfaction and project schedule control on all projects according to PDC policy and procedures as monitored by the AVP.

    10. Reviews WVUH capital expenditure requisitions to assure conformance to WVUH standards per PDC policy and procedures and as monitored by the AVP.

    11. Monitors and maintains Facility Record Drawings ensuring accuracy and timely updates to Facility Record electronic archives.

    12. Successful at developing interpersonal relationships to coordinate various constituencies and activities in the delivery of a successful project

    13. Routine contact with WVUH Directors, Managers, Senior Administrators, Physicians, and other departmental staff members.

    14. External contact with architectural and engineering consultants. Acts as Liaison with all regulatory agencies and building code officials.

    15. Minimal supervisory controls. Manager must be self-initiating and self-motivated.

    16. Builds and maintains a real estate portfolio database per PDC policy and procedures and as monitored by the AVP.

    17. Participates as an active member on a variety of Performance Improvement committees and teams.

    18. As a member of the management team of the Facilities Management division, takes call on a rotating basis.

    19. Responsible for updating and maintaining the JCAHO Statement of Conditions, Plans for Improvement and oversight of PFI resolution.

    20. Deals with a most diverse and broad range of problems and situations that entail high levels of complexity and management skills. Supervises a staff comprised of Space Planner, Cad Database & drafting specialist, and Inventory Control personnel.

    21. Responsible for obtaining Annual Occupancy Inspection Reports as required to maintain annual facility licenses on the hospital campus.

    PHYSICAL REQUIREMENTS:The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    1. Extensive movement between construction sites, visual inspections of site specific problems and progress

    WORKING ENVIRONMENT:The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    1. The incumbent will spend equal time in both a construction site and office setting

    SKILLS & ABILITIES:

    1. Knowledge of facilities management, planning and design principles, and construction delivery methods.

    2. Knowledge of hospital facilities and systems.

    3. Knowledge of Real Estate portfolio management and acquisitions.

    4. Financial experience in budgeting, ability to estimate projects, knowledge of construction trades and different project delivery methods.

    Additional Job Description:

    Scheduled Weekly Hours:

    40

    Shift:

    Exempt/Non-Exempt:

    United States of America (Exempt)

    Company:

    WVUH West Virginia University Hospitals

    Cost Center:

    625 WVUH Capital

    Address:

    1 Medical Center Drive

    Morgantown

    West Virginia
    Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
    Please view Equal Employment Opportunity Posters provided by OFCCP here.
    The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

     

  • 19 Days Ago

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Manager Planning & Real Estate
  • WVUH West Virginia University Hospitals
  • Morgantown, WV FULL_TIME
  • Welcome! We’re excited you’re considering an opportunity with us! To apply to this position and be considered, click the Apply button located above this message and complete the application in full. B...
  • 4 Days Ago

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Piping Designer
  • Chemstress Consultant Company
  • Marietta, OH FULL_TIME
  • The Piping Designer is an individual with experience in the various aspects of piping design and who can perform the duties of a Designer for projects large and small. These duties include producing p...
  • 21 Days Ago

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Consultant
  • Mountain CAP of WV
  • Buckhannon, WV FULL_TIME
  • Mountain CAP of WV, Inc., a CDC (Mountain CAP) wishes to hire a consultant to develop a feasibility study for a new business in a three-county region of central West Virginia. The agency is seeking an...
  • 24 Days Ago

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Catering & Conference Planning Manager
  • Stonewall Resort
  • Roanoke, WV FULL_TIME
  • Overview: ESSENTIAL FUNCTIONS OF THE POSITION 1. Responsible for sales, planning and management of specific social groups such as meetings, weddings, holiday parties, social birthday gatherings of all...
  • 25 Days Ago

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Strategic Planning Manager
  • MHI RJ Aviation Inc
  • Bridgeport, WV FULL_TIME
  • As a Strategic Planning Manager, here is what you’ll be doing at the core, day to day. The Strategic Planning Manager oversees the aircraft planning teams for our Aircraft Maintenance Service Center l...
  • 11 Days Ago

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0 Estate Planning Consultant jobs found in Morgantown, WV area

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Building Manager
  • Monongahela Building
  • Morgantown, WV
  • Job Description Job Description This position is part-time, approximately 20-30 hours per week, and includes potential c...
  • 3/28/2024 12:00:00 AM

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Facilities Tech Manager
  • Battelle
  • Morgantown, WV
  • Battelle delivers when others can't. We conduct research and development, manage national laboratories, design and manuf...
  • 3/27/2024 12:00:00 AM

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Facilities Manager
  • Monongahela Valley Association of Health Centers, Inc.- MVA Fairmont Clinic
  • Fairmont, WV
  • Job Description Job Description MVA Health Centers Inc. is looking for an experienced Facilities Manager. The following ...
  • 3/27/2024 12:00:00 AM

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New Western - Investment Real Estate Acquisition Agent (Licensed)
  • New Western
  • Uniontown, PA
  • Do you have at least 2 years of experience in or around the residential real estate industry? Do you feel like you could...
  • 3/27/2024 12:00:00 AM

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LEASING CONSULTANT I
  • Gates, Hudson & Associates
  • Morgantown, WV
  • Overview: Gates Hudson, a full-service property management company is seeking a Leasing Consultant to join a residential...
  • 3/26/2024 12:00:00 AM

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Property Manager
  • Mini Mall Storage Properties
  • Morgantown, WV
  • Established in 2020, Mini Mall Storage Properties has been successfully acquiring storage facilities throughout North Am...
  • 3/25/2024 12:00:00 AM

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Property Agent
  • Hired LLC
  • Morgantown, WV
  • Job Description Job Description Job Description: As a Leasing Agent for our property with apartments, you will play a cr...
  • 3/25/2024 12:00:00 AM

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Support Representative - Work From Home>
  • AnalyticOwl
  • Morgantown, WV
  • [Call Center / Remote] - Anywhere in U.S. / $40K per year / Medical, dental & vision / PTO / 401k - As a Support Rep you...
  • 3/24/2024 12:00:00 AM

Morgantown is a city in and the county seat of Monongalia County, West Virginia, United States, situated along the banks of the Monongahela River. It is known as the home of West Virginia University and the Morgantown Personal Rapid Transit (PRT) system. With a permanent population of 31,073 per the 2015 U.S. Census estimates, Morgantown is the largest city in North-Central West Virginia. The Morgantown metropolitan area has a population of 138,176. Morgantown is located 75 miles (121 km) south of Pittsburgh, Pennsylvania, 208 mi (335 km) north-northwest of Washington, D.C., 81 mi (130 km) eas...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$96,684 to $140,523
Morgantown, West Virginia area prices
were up 1.2% 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