Estate Planning Consultant jobs in the United States
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
Sr. Director - Corporate Capital Planning & Real Estate
- VIR Consultant LLC
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Novato, CA
FULL_TIME
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Role: Sr. Director, Corporate Capital Planning & Real Estate
Location: Novato, California
Summary- The Senior Director, Corporate Capital Planning and Real Estate will be responsible for providing strategy and direction for this growing corporate function. The Senior Director will be responsible for directing and controlling the activities of the Strategic Facility Planning Process, Corporate Capital Portfolio Management for all Client's, Northern California campuses, planning and design and PM Practices, Corporate Engineering Standards and Specifications as well as the development of the global capital long range plan.
- The Senior Director will also be responsible for Client's capital investment governance and business processes to ensure proper evaluation, cross-functional review and decision-making related to Client's global capital investments.
- The Senior Director in conjunction with the CFE Heads will be responsible in building a global engineering community that fosters a Client's Engineering community, oversees global cross functional initiatives and best practices, and facilitates cross functional engineering talent review.
- Lead the identification, review, and evaluation of strategic capital initiatives (lab, office, manufacturing) to support the Corporate Strategy and present scenario options and recommendations for review/approval by senior management.
- Lead his/her function to ensure successful planning of corporate capital projects and useful reporting to senior management, including preparing for and facilitating the Strategic Capital Investment Planning (CRT, SCIP, eSCIP) meetings.
- Actively participate and drive the Long-Range Plan (LRP) process to establish goals, objectives, and deliverables for the future of the organization.
- Maintain oversight accountability for the global Real Estate process that include acquisitions and divestitures, lease management including coordination of global tenant improvement plans
- Ensure effective management of all CAPEX projects related to our International offices and ensure a healthy relationship (strategic alliance) is maintained with associated service providers.
- Ensure effective oversight of all parcel and zoning analyses, entitlements and related permitting, environmental impact studies, traffic and parking assessments, and amenities planning.
- Maintain capability to perform workplace and laboratory supply/demand modelling in support of current and future enterprise requirements.
- Evaluate capability, facility and infrastructure gaps and ensure feasibility assessments in support of our long-term infrastructure goals
- The Senior Director will need to build partnerships throughout the organization, to regularly educate and influence cross-functional members of senior and executive management.
- Manage, coach, and develop staff to maximize their capability and contribution to provide high quality deliverables.
- Ability to present strategic options and recommendations by analyzing a complex set of inputs and providing a compelling business case with rationale supported by financial research (sound business acumen).
- Experienced leader who has led an organization through a sustained period of tremendous growth.
- Ability to directly understand or leverage relationships/expertise of others to understand implications of corporate level decisions.
- Demonstrated track record of successful global management of multiple capital project-related functions.
- 10 years of Biotech/Pharmaceutical industry experience preferred.
- Requires minimum of 10 years of escalating management responsibilities of both people and functions.
- College degree required.
- MBA or some post-graduate business education preferred.
- 4 Days Ago
Estate Planning Attorney
- The Parents Estate Planning Law Firm, PC
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Acton, MA
FULL_TIME
- DescriptionAre you an experienced estate planning attorney who wants to make a meaningful impact on the lives of children, parents, and families? Are you eager to work directly with clients, guiding t...
- 11 Days Ago
Estate Planning Associate Attorney
- Estate Planning and Legacy Law Center, PLC
-
Altamonte Springs, FL
FULL_TIME
- About us The Estate Planning and Legacy Law Center, PLC (EPLLC), located in Altamonte Springs, FL, is professional and customer-centric firm dedicated to protecting clients at every stage of life's jo...
- 1 Month Ago
Estate Planning Associate Attorney
- Planning With Purpose, Inc
-
Lynnwood, WA
FULL_TIME
- We are an estate planning firm. "Estate Planning" deals with much more than just wills or trusts, although that is the main area of practice. EP also means we deal with a lot of business interests, re...
- 17 Days Ago
Associate Attorney - Estate Planning
- Planning With Purpose, Inc
-
Lynnwood, WA
FULL_TIME
- We are an estate planning firm. "Estate Planning" deals with much more than just wills or trusts, although that is the main area of practice. EP also means we deal with a lot of business interests, re...
- 2 Months Ago
Detail-Oriented Estate and Trust Administration Paralegal
- Carolina Family Estate Planning
-
Cary, NC
FULL_TIME
- Are you an Estate Administration Paralegal with at least two years of probate experience working with North Carolina estates? Have you been searching for a role where you have the support of an establ...
- 8 Days Ago
Estate Planning Consultant jobs at Popular Companies
Staff Accountant
- Brady Ware & Schoenfeld, Inc
-
Columbus, OH
- Brady Ware is a top 200 national CPA and advisory firm, with offices in Columbus and Dayton (OH), Atlanta (GA) and Richm...
- 6/11/2024 12:00:00 AM
Sales Consultant
- Fiber-Seal of Central Ohio
-
Columbus, OH
- About Fiber Seal of Central Ohio Fiber-Seal of Central Ohio, an industry leader in fabric and fine furnishing protection...
- 6/11/2024 12:00:00 AM
NEW HOME SALES CONSULTANT
- Fischer Homes Inc
-
Columbus, OH
- to learn more. **Sales Careers** Take control of your career by joining our sales team! Our sales professionals enjoy th...
- 6/10/2024 12:00:00 AM
Sales Manager Trainee #BUCKEYENATION
- Columbus Region
-
Columbus, OH
- **Sales Manager Trainee #BUCKEYENATION** We are currently seeking an entry level Sales Manager Trainee to assist in mana...
- 6/10/2024 12:00:00 AM
Project Management Consultant
- CBRE
-
Columbus, OH
- Project Management Consultant Job ID 160057 Posted 09-May-2024 Service line Advisory Segment Role type Full-time Areas o...
- 6/10/2024 12:00:00 AM
Valuation Specialist
- Colliers International
-
Columbus, OH
- Make your next move an expert one. At Colliers it's not our success that sets us apart, it's how we achieve it. Our peop...
- 6/9/2024 12:00:00 AM
Energy Manager - (Remote)
- CBRE
-
Columbus, OH
- Energy Manager - (Remote) Job ID 167073 Posted 07-Jun-2024 Service line GWS Segment Role type Full-time Areas of Interes...
- 6/9/2024 12:00:00 AM
Clinical Documentation Specialist - Remote
- Trinity Health
-
Columbus, OH
- Employment Type: Full timeShift: Description: Clinical Documentation Specialist Why Mount Carmel? With five hospitals, o...
- 6/9/2024 12:00:00 AM
Income Estimation for Estate Planning Consultant jobs
$99,390 to $144,450