Estate Planning Consultant jobs in South 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.

     

  • 1 Month 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...
  • 19 Days 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...
  • 22 Days Ago

D
Financial Planning & Analyst
  • DM Clinical Research
  • Cambridge, VT FULL_TIME
  • Financial Analyst A Financial Planning Analyst is a central liaison between the corporate and operations teams. They are also in charge of management planning and decision-making by identifying, maint...
  • 23 Days Ago

T
Planning and Zoning Administrator
  • Town of Bolton, Vermont
  • Bolton, VT PART_TIME
  • Town of Bolton Planning and Zoning Administrator Job Description Summary The Planning and Zoning Administrator (PZ Administrator) administers and enforces the Bolton Land Use and Development Regulatio...
  • Just Posted

D
Financial Planning Assistant
  • Denise Palmer Private Wealth Advisor Franchise Owner
  • Barre, VT FULL_TIME
  • Our growing office is looking for an energetic, detail oriented member to help keep things moving forward in a fast-paced and friendly financial planning office.This position presents long term growth...
  • Just Posted

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0 Estate Planning Consultant jobs found in South Burlington, VT area

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Financial Planner - Wealth Advisor
  • Baystate Financial
  • Colchester, VT
  • Your Career Path Why Baystate Financial? Todays complex industry calls for a wide range of specialized skills that few f...
  • 3/28/2024 12:00:00 AM

L
Substitute Residential Counselor
  • Lund
  • South Burlington, VT
  • For over 132 years, Lund has been harnessing hope and providing opportunities to help strengthen families and ensure a s...
  • 3/28/2024 12:00:00 AM

C
Geotechnical and Foundation Design Consultant
  • CBRE
  • Montpelier, VT
  • Geotechnical and Foundation Design Consultant Job ID 159903 Posted 20-Mar-2024 Service line GWS Segment Role type Full-t...
  • 3/27/2024 12:00:00 AM

A
Support Representative - Work From Home>
  • AnalyticOwl
  • Burlington, VT
  • [Call Center / Remote] - Anywhere in U.S. / $40K per year / Medical, dental & vision / PTO / 401k - As a Support Rep you...
  • 3/27/2024 12:00:00 AM

D
Vehicle Rental Agent
  • DELLA Toyota
  • Plattsburgh, NY
  • Job Summary: DELLA Toyota is seeking a motivated and customer-oriented individual to join our team as a Vehicle Rental A...
  • 3/27/2024 12:00:00 AM

C
Audit Senior Manager (Remote)
  • CBRE
  • Montpelier, VT
  • Audit Senior Manager (Remote) Job ID 152590 Posted 01-Feb-2024 Service line Corporate Segment Role type Full-time Areas ...
  • 3/26/2024 12:00:00 AM

V
Senior Archaeologist/Cultural Resources Manager
  • VHB
  • South Burlington, VT
  • Overview: ABOUT THE POSITION Senior Archaeologist/Cultural Resources Manager | Hybrid | Vermont VHBs growing South Burli...
  • 3/24/2024 12:00:00 AM

R
Residential Property Manager/Leasing Agent
  • Real Property Management Sterling
  • Burlington, VT
  • Job Description Job Description At Real Property Management Sterling, we're a growing, locally-owned property management...
  • 3/24/2024 12:00:00 AM

South Burlington is a city in Chittenden County, Vermont, United States. As of the 2010 U.S. Census the population of the city was 17,904. It is home to the headquarters of Ben & Jerry's and Vermont's largest mall, the University Mall. It is also one in the principal municipalities of the Burlington, Vermont metropolitan area. Vermont's largest airport, Burlington International Airport, is located in South Burlington. Located in western Chittenden County, South Burlington is bordered by the municipalities of Burlington to the northwest, Winooski and Colchester to the north, Essex to the northe...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$97,443 to $141,627
South 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