Estate Planning Director jobs in Colchester, VT

Estate Planning Director directs all aspects of the estate planning function including sales, staffing, and supervision. Participates in training and estate planning workshops. Being an Estate Planning Director ensures that the agency stays abreast of regulatory guidelines and new trends in the field. Researches and advises on tax, technical, and legal questions. Additionally, Estate Planning Director introduces new life products to the field and contributes to design of related software and tools. May be a speaker at insurance conferences or meetings. Requires a bachelor's degree of business, marketing, or mathematics. Typically reports to top management. May require Chartered Life Underwriter (CLU). The Estate Planning Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. To be an Estate Planning Director typically requires 5+ years of managerial experience. (Copyright 2024 Salary.com)

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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 candidate who thrives in a fast-paced environment and can contribute to developing scalable processes that enhance reporting, financial analysis, and decision-making efficiency. The ideal candidate is intellectually curious, detail-oriented, and comfortable diving into data and offering suggestions for continuous improvement. General Responsibilities • Perform financial forecasting, reporting, and operational metrics tracking • Analyze financial data and create financial models for decision support • Report on financial performance and prepare for regular leadership reviews • Analyze past results, perform variance analysis, identify trends, and make recommendations for improvements • Recommend actions by analyzing and interpreting data and making comparative analyses; study proposed changes in methods and materials • Identify and drive process improvements, including the creation of standard and ad-hoc reports, and tools • Maintain a strong financial analysis foundation creating forecasts and models Experience / Qualifications • A university degree required (i.e. Bachelors degree) or equivalent relevant work experience • Must be a team player able to work in a fast-paced environment with demonstrated ability to handle multiple competing tasks and demands • Strong communication skills; oral, written and presentation • Strong organization, planning and time management skills to achieve results • Strong personal and professional ethical values and integrity • Holds self-accountable to achieving goals and standards • Proficient in Microsoft Office programs (Outlook, Word, PowerPoint, and Excel) • Strong interpersonal & collaboration skills to work effectively with all levels of the organization including suppliers and/or external customers A day in the life: • Conducts comprehensive financial analysis by collaborating with various teams, gathering data, analyzing trends, and presenting findings • Develops and maintains financial models to support forecasting using both Percentage of Completion (POC) and Sales basis methods, including complex modeling where necessary • Creates financial summaries, KPI dashboards, and presentations for leadership that effectively communicate financial insights and recommendations • Seeks process improvement (i.e. streamlining reports) to support the company's growth trajectory #LI-KK2 #LI-Hybrid This position requires eligibility to obtain authorization under the International Traffic in Arms Regulations (ITAR) and/or the Export Administration Regulations (EAR). Non-US Persons, as defined in the ITAR and EAR, may not be eligible to obtain authorization. SmarterTogether Collaborating at Sensata means working with some of the world’s most talented people in an enriching environment that is constantly pushing towards the next best thing Employees work across functions, countries and cultures gaining new perspectives through mutual respect and open communication As OneSensata, we are working together to make things work together Click here to view Sensata Recruitment Privacy Statement Click here to view our Sensata Recruitment Privacy Statement for China NOTE: If you are a current Sensata employee (or one of our Affiliates), please back out of this application and log into Workday via the Company Intranet to apply directly. Type "FIND JOBS" in the Workday search bar. Return to Sensata.com Read our Fraud Advisory We are ready for the next century. Our vision is to be a world leader in mission-critical sensing and electrical protection while satisfying the world’s growing need for safety, efficiency and a clean environment and being a partner, employer and neighbor of choice. Our sensors are the fundamental building blocks needed for a smart, connected, electrified and, ultimately, autonomous world. Click here to find out more about our Future Focus Sensing is what we do. In fact, our name Sensata comes from the Latin word sensate for ‘those gifted with sense’. Our focus on sensing is also reflected in our logo, which spells Sensata in Braille. Sensata Technologies is a world leader and early innovator in mission-critical sensors and controls designed to make the world cleaner, safer and more efficient. Mission-critical means products that are essential and difficult to do. You’ll find our 47,000 unique products in many applications – anywhere from automotive braking systems to aircraft flight controls. Sensata devices are in systems that protect people and the environment, so what we do matters. We take pride in knowing our technologies improve safety, efficiency and comfort for millions of people every day. Note to applicants for positions in the United States: Sensata Technologies, Inc. (US) is proud to be an Equal Opportunity and Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran or any other basis protected by federal, state or local law. View The EEO is the Law poster and its supplement. Sensata Technologies, Inc. (US) participates in E-Verify. View the E-Verify posters If you are an individual who requires a reasonable accommodation in connection with the hiring process and/or to perform the essential functions of the position for which you applied, please make a request to the recruiter or contact accommodations@sensata.com Diversity Statement We are dedicated to ensuring our employees feel a sense of belonging and respect every day. We believe that every individual has unique insights that others can learn from. Working at Sensata means you can bring your whole self to the table. Our goal is to achieve fair representation of women, minorities, veterans, people with disabilities, and all types of diversity among all levels in our organization.
  • 19 Days Ago

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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

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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

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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

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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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Financial Planning Analyst
  • Sensata Technologies, Inc.
  • 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...
  • 2 Days Ago

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0 Estate Planning Director jobs found in Colchester, VT area

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Community Engagement Coordinator
  • The University of Vermont
  • Burlington, VT
  • Community Engagement Coordinator Diversity Statement The University is especially interested in candidates who can contr...
  • 3/28/2024 12:00:00 AM

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Enrollment Director (Remote)
  • Cengage Group
  • Burlington, VT
  • **We believe in the power and joy of learning** At Cengage Group, our employees have a direct impact in helping students...
  • 3/28/2024 12:00:00 AM

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Operations Manager Perioperative Services
  • The University of Vermont Health Network
  • Plattsburgh, NY
  • GENERAL SUMMARY: Works with interdisciplinary teams Acts as a resource to ensure consistent application of Collective Ba...
  • 3/28/2024 12:00:00 AM

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Sr Director, Customer Engagement 6-8 contract (industry experience, Remote)
  • Syneos Health Careers
  • Morrisville, VT
  • Description Senior Director, Customer Engagement (6-8 months contract) The Sr. Director, Customer Engagement is a leader...
  • 3/28/2024 12:00:00 AM

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Team Manager - Life & Annuity - Operations
  • National Life Group
  • Montpelier, VT
  • Team Manager: Operations Position is located on our Montpelier, Vermont, or Addison, Texas, with a hybrid schedule Summa...
  • 3/28/2024 12:00:00 AM

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Location Manager - Funeral Home
  • Rollings Funeral Service
  • Plattsburgh, NY
  • Job Description Job Description Funeral Home is seeking a full-time funeral director manager to manage the daily operati...
  • 3/27/2024 12:00:00 AM

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JSEC Client Account and Solutions Director - REMOTE
  • Careerbuilder
  • Montpelier, VT
  • Jacobs JSEC Client Account and Solutions Director - REMOTE Montpelier , Vermont Apply Now Within the Divergent Solutions...
  • 3/25/2024 12:00:00 AM

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Global Engagement Coordinator for Clean Cities Blue Ocean Project - US Based Remote
  • Tetra Tech, Inc.
  • Burlington, VT
  • The USAID-funded Clean Cities Blue Ocean project, implemented by Tetra Tech International Development, is currently acce...
  • 3/24/2024 12:00:00 AM

Colchester is a town in Chittenden County, Vermont, United States. The population was 17,067 as of the 2010 census. It is the fourth-most populous municipality and second-most populous town in the state of Vermont. Colchester is a suburb of Burlington–Vermont's most populous municipality. The town is directly to Burlington's north on the eastern shore of Lake Champlain to the west of the Green Mountains. The Vermont National Guard is based in the town, and it is also home to the campus of Saint Michael's College. Colchester is located on the shore of Malletts Bay, part of Lake Champlain. The w...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$127,689 to $189,906
Colchester, Vermont area prices
were up 1.6% from a year ago

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