Estate Planning Consultant jobs in Altoona, PA

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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Planning coordinator
  • UPMC - Pittsburgh Medical Center
  • Altoona, PA FULL_TIME
  • Are you interested in starting a career in care management, case management, or care coordination? UPMC is proud to announce the new Clinical Care Coordination and Discharge Planning team, dedicated to caring for patients throughout their UPMC treatment journey.

    In this new model, roles are reimagined and expertise is combined to deliver the best care and personalized experiences for our patients.

    RNs and social workers function equally in discharge plan roles, serving as the central point of contact through a patient's care delivery, in partnership with a Physician or APP.

    UPMC Altoona is seeking a casual Discharge Planning Coordinator to support the Case Management department on weekends! The Discharge Planning Coordinator is a support role that provides clerical support to the department staff, assistance with audits, patient interviews, and other relevant tasks.

    This position does not provide direct patient care but may interact with patients and their families.

    Become part of a multidisciplinary team committed to improving care coordination and developing more efficient, progressive discharge planning processes, and let UPMC help you succeed!

    Please note that this position will require four weeks of full time hours for orientation.

    Responsibilities :

    • Performs tasks delegated by Discharge Planning staff including clerical tasks such as copying or faxing as well as non-clinical tasks required to develop and execute a safe and effective discharge plan.
    • Provides forms, resources, and other information required as part of discharge plan to the patient / caregivers as directed by Discharge Planning staff.
    • Utilizes electronic medical records and technology programs to complete chart reviews, collect data, document progress, track communication, and other tasks as indicated.
    • Serves as a contact between patients and discharge planning staff.
    • Gather and arrange the necessary materials to enable patient discharge. Order supplies / equipment for patient-specific needs as identified by clinical team.
    • Performs in accordance with system-wide competencies and complies with regulatory and HIPPA requirements.
    • Assists Discharge Planning team with questions and troubleshooting that arise.
    • High School Diploma / GED or equivalent required.
    • Excellent communication skills. Strong organization and prioritization skills. Skilled at multi-tasking.
    • Willingness to learn. Takes initiative.
    • Good time management.
    • Basic to proficient computer skills.
    • Comfortable working both independently and as a team member. Ability to take direction.

    Licensure, Certifications, and Clearances :

    Act 34

    UPMC is an Equal Opportunity Employer / Disability / Veteran

    Last updated : 2024-04-03

  • 24 Days Ago

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Maintenance
  • Spinoso Real Estate Gro
  • Du Bois, PA FULL_TIME
  • Summary The Maintenance Technician follows the lead of the Senior Maintenance Technician to maintain building and equipment compliance with State and Federal regulations; execute repairs and maintenan...
  • 29 Days Ago

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Discharge Planning Associate
  • UPMC
  • Altoona, PA FULL_TIME
  • Are you an RN or social worker interested in care management, case management, or care coordination? UPMC is proud to announce the new Clinical Care Coordination and Discharge Planning team, dedicated...
  • 1 Month Ago

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Call Center Representative Work From Home
  • Florida Prime Real Estate LLC
  • Altoona, PA FULL_TIME
  • This individual has a desire for growth, loves learning, and is not afraid to take initiative and get things done! They are highly organized, have extreme attention to detail, and operate with a stron...
  • Just Posted

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Assistant Property Manager
  • HTD Real Estate Rentals, LLC
  • Lock Haven, PA PART_TIME
  • Ideal candidate is seeking a position and available to work Monday-Friday from 12:00 pm -5:00 pm, with some flexibility. Job Summary:We are seeking a highly motivated and organized individual to join ...
  • 2 Days Ago

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Production Planning & Inventory Control Specialist
  • MKB Company
  • Belleville, PA FULL_TIME
  • Benefits: 401(k) 401(k) matching Bonus based on performance Competitive salary Dental insurance Health insurance Opportunity for advancement Paid time off Parental leave Training & development Vision ...
  • 3 Days Ago

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0 Estate Planning Consultant jobs found in Altoona, PA area

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Independent Real Estate Agent
  • Berkshire Hathaway HomeServices The Preferred Realty
  • Johnstown, PA
  • Job Description An Independent Real Estate Agent advises clients on every facet of the real estate sales and purchasing ...
  • 4/29/2024 12:00:00 AM

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Real Estate Outside Sales Professional
  • Berkshire Hathaway HomeServices The Preferred Realty
  • Johnstown, PA
  • Job Description A Real Estate Outside Sales Professional is a real estate agent who manages all aspects of a home purcha...
  • 4/29/2024 12:00:00 AM

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Residential Real Estate Agent
  • Berkshire Hathaway HomeServices The Preferred Realty
  • Johnstown, PA
  • Job Description A Residential Real Estate Agent is a real estate agent who helps guide customers through the intricacies...
  • 4/29/2024 12:00:00 AM

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Full & Part Time Retail Sales Associate
  • Kohls
  • Altoona, PA
  • Responsibilities Creates a friendly and welcoming environment by greeting and offering assistance to customers You are t...
  • 4/29/2024 12:00:00 AM

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Caregiver
  • Homewatch Caregivers
  • Altoona, PA
  • Caregiver Altoona, PA CAREGIVERS NEEDED! IMMEDIATE OPENINGS!! Pay Range $14-$16 per hour Part Time and Full Time Hours H...
  • 4/29/2024 12:00:00 AM

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LPN/LVN
  • Encompass Health Corp.
  • Altoona, PA
  • LICENSED PRACTICAL NURSE (full-time, part-time, and PRN, 12-HOUR SHIFTS) Encompass Health Rehabilitation Hospital of Alt...
  • 4/29/2024 12:00:00 AM

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Facilities Management Director
  • Encompass Health
  • Altoona, PA
  • The Facilities Management Director is responsible for ensuring that the company Rehabilitation Hospital, satellite clini...
  • 4/28/2024 12:00:00 AM

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Logo for Real Estate Outside Sales Professional
  • Wtaj Cbs 10
  • Johnstown, PA
  • Job Description A Real Estate Outside Sales Professional is a real estate agent who manages all aspects of a home purcha...
  • 4/28/2024 12:00:00 AM

Altoona is a city in Blair County, Pennsylvania, United States. It is the principal city of the Altoona Metropolitan Statistical Area (MSA). The population was 46,320 at the time of the 2010 Census, making it the eleventh most populous city in Pennsylvania. The Altoona MSA includes all of Blair County and was recorded as having a population of 127,089 at the 2010 Census, around 100,000 of whom live within a 5-mile (8.0 km) radius of the Altoona city center according to U.S. Census ZIP Code population data. This includes the adjacent boroughs of Hollidaysburg and Duncansville, adjacent township...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$90,943 to $132,170
Altoona, Pennsylvania area prices
were up 1.5% 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