Estate Planning Consultant jobs in Vermont
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)
Recently Added Estate Planning Consultant jobs
- 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
- 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...
- 8 Days Ago
- The Vermont Country Store
-
Manchester, VT
FULL_TIME
- Who We Are: The Vermont Country Store is a family-owned multi-channel business that has been operating in the Green Mountains of southern Vermont for over 75 years. We have well-established roots offe...
- 1 Month Ago
- 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...
- 10 Days Ago
- Real Estate Investment Company
-
Brattleboro, VT
FULL_TIME
- We're looking for a Residential Property Manager to handle the daily operations of two Manufactured Home Communities. The property manager is responsible for all daily operational duties as well as th...
- Just Posted
- 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...
- 11 Days Ago
Estate Planning Consultant jobs at Popular Companies
- Financial Life Advisors
-
San Antonio, TX
- Financial Life Advisors (FLA) provides our clients with exceptional experiences where they receive customized ongoing gu...
- 4/19/2024 12:00:00 AM
- Marys Shelter Of The Treasure Coast
-
Stuart, FL
- Job Description Job Description Mary's Home is a Christian, faith-based organization and a transitional home in Stuart, ...
- 4/19/2024 12:00:00 AM
- Kds Strategic Search Group
-
Farmingdale, NJ
- Title: Chief People Officer Position Type: Perm Travel: 15% (Local) Compensation: $150-190K plus bonus POSITION OVERVIEW...
- 4/18/2024 12:00:00 AM
- KDS Strategic Search Group
-
Farmingdale, NJ
- Title: Chief People Officer Position Type: Perm Travel: 15% (Local) Compensation: $150-190K plus bonus POSITION OVERVIEW...
- 4/16/2024 12:00:00 AM
- Linden Thomas And Company
-
Charlotte, NC
- Annual Compensation:$170-200K Benefits Offered: 401(k)Fully paidhealth, dental, and vision insurancePaid time off. Daily...
- 4/16/2024 12:00:00 AM
- Financial Life Advisors
-
San Antonio, TX
- Financial Life Advisors (FLA) provides our clients with exceptional experiences where they receive customized ongoing gu...
- 4/16/2024 12:00:00 AM
- Fisher Investments
-
Plano, TX
- Do you enjoy evaluating complex information and helping others understand? Are you passionate about applying your knowle...
- 4/16/2024 12:00:00 AM
- Tresp Law, APC
-
- Job Description : Tresp Law, APC, seeks to add an Estate Planning Attorney with three to five years of demonstrable expe...
- 4/15/2024 12:00:00 AM