Estate Planning Consultant jobs in Beckley, WV

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)

W
Finance Team Manager
  • WV Enterprise Resource Planning Board
  • Charleston, WV FULL_TIME
  • The Enterprise Resource Planning Board’s (ERP) Finance Team Manager is responsible for the day-to-day management of the Finance Team and is a critical member of the Board’s management. The Manager supports existing functionality within the ERP System and participates in the implementation and development of new functionality. The position reports directly to the Executive Director of the ERP Board.

    The Manager supports Finance Team members by assigning responsibilities, setting expectations, and coordinating resources as needed from other areas of the Board or other departments. The Team continually works to expand the use of the ERP System by encouraging departments and vendors to take advantage of existing functionality and working with our software vendor and other “central” organizations to take advantage of functionality available through the System’s software or with the addition of ancillary software or systems.

    Detail Responsibilities

    · Collaborate with the ERP Technical Team.

    · Work with ERP Board software vendors routinely to solve programming and configuration challenges for our customers.

    · Provide and develop project management leadership for all Finance Team initiatives, including both routine projects, as well as large, long-term projects such as upgrades across the diverse Finance Team functional areas.

    · Assign projects to team members and ensure timely and accurate results to meet timelines and state guidelines, laws, etc.

    · Coordinate and provide support for annual processes such as but not limited to, Fiscal Year End, Mass Depreciation, IRS Form 1099 issuance, etc.

    · Serve as liaison with “Central Orgs”, such as, the Governor’s Office, State Auditor’s Office, State Treasurer’s Office, State Budget Office, State Purchasing Division, Finance Division, Office of Technology, etc.

    · Encourage departments to use the ERP System functionality rather than outside systems.

    · Diminish use of miscellaneous vendors and move away from check to EFT disbursements.

    · Review and approve Finance Team members’ timesheets and leave requests.

    · In addition to the Finance Team business analysts, the manager is responsible for the Board’s Comptroller and day to day financial management (ERP budget, cash projections, procurement, inventory management, vendor payment, etc.)

    · Review and approval of the ERP Board financial transactions including purchase card transactions.

    · The manager through the Comptroller has responsibility for the office janitorial staff and acts as a liaison with the office landlord’s staff.

    Qualifications Desired

    • Education: A Bachelor’s degree in Business Administration, Finance, Information Systems, or a related field. A Master’s degree in Business Administration (MBA), Public Administration (MPA), or Information Technology (IT) would be advantageous.

    · Experience: Extensive experience in ERP implementation and management, ideally within the public sector or government setting. Experience should include hands-on involvement in the deployment and operational management of ERP systems, with a strong emphasis on financial and budgetary processes.

    · Leadership Skills: Proven ability to manage and lead a team, demonstrated by previous similar experience. Skills should include team building, conflict resolution, performance management, and strategic planning.

    · Financial Acumen: Deep understanding of public sector financial management, including budgeting, procurement, and fiscal reporting. Experience with financial oversight and compliance in a government context is needed.

    Certifications Desired

    · Certified Public Accountant (CPA) or Certified Government Financial Manager (CGFM): These certifications highlight expertise in financial management, which is critical for managing state budgetary and financial systems.

    • ERP-Specific Certifications: Depending on the ERP platform used (e.g., SAP Certified Application Associate, Oracle Certified Professional), these certifications help validate the manager’s capability to handle the specific ERP system.

    Job Type: Full-time

    Benefits:

    • 401(k)
    • 401(k) matching
    • Dental insurance
    • Disability insurance
    • Flexible spending account
    • Health insurance
    • Health savings account
    • Life insurance
    • Paid parental leave
    • Paid time off
    • Retirement plan
    • Vision insurance

    Schedule:

    • 8 hour shift
    • Monday to Friday

    Ability to Relocate:

    • Charleston, WV 25301: Relocate before starting work (Required)

    Work Location: In person

  • 15 Days Ago

W
Finance Team Manager
  • WV Enterprise Resource Planning Board
  • Charleston, WV FULL_TIME
  • The Enterprise Resource Planning Board’s (ERP) Finance Team Manager is responsible for the day-to-day management of the Finance Team and is a critical member of the Board’s management. The Manager sup...
  • 15 Days Ago

W
PLANNING COORDINATOR-EMPHASIS on DAIRY PRODUCTION
  • WV Department of Agriculture
  • CHARLESTON, WV FULL_TIME
  • Job Title: Planning Coordinator – Emphasis on Dairy Production Division: Agriculture Business Development Headquarters : To Be Determined FLSA Status: Non- Exempt This position is contingent on grant ...
  • 25 Days Ago

A
PLANNING COORDINATOR, EMPHASIS ON MEAT AND LIVESTOCK
  • Ag Jobs
  • Charleston, WV FULL_TIME
  • Job Title: Planning Coordinator - Emphasis on Meat and Livestock ProductionDivision: Agriculture Business DevelopmentHeadquarters: To Be DeterminedReports To: Assistant Director Business Development P...
  • 8 Days Ago

B
Title Abstractor/Real Estate
  • BesTitle Agency, Inc.
  • Charleston, WV FULL_TIME
  • Company Overview BesTitle Agency, Inc. is a full-service title insurance agency specializing in residential and commercial transactions throughout the Tri-State area of Ohio, Kentucky, and West Virgin...
  • 3 Days Ago

S
Showing Agent - Real Estate
  • Showami
  • Beckley, WV CONTRACTOR
  • Showami is a service that licensed real estate agents use to earn money by assisting with buyer and rental showings, light inspection reports, Open Houses and other ad hoc tasks. We are seeking licens...
  • 2 Months Ago

Filters

Clear All

Filter Jobs By Location
  • Filter Jobs by companies
  • More

0 Estate Planning Consultant jobs found in Beckley, WV area

K
KFC General Manager
  • KFC
  • Beckley, WV
  • Restaurant General Manager Job Description Join the Fulenwider KFC/Taco Bell family and find a great career, because thi...
  • 5/3/2024 12:00:00 AM

K
KFC Team Member
  • KFC
  • Beckley, WV
  • Description: This job posting is for a position in a restaurant that is independently owned and operated by a franchisee...
  • 5/3/2024 12:00:00 AM

K
Medical Technologist OR Medical Lab Scientist OR Clinical Lab Scientist OR MLT OR Medical Lab Technician
  • K.A. Recruiting, Inc.
  • Beckley, WV
  • MT/MLT openings at a beautiful facility in the Beckley, WV area MANY different shift options available! Details: full ti...
  • 5/3/2024 12:00:00 AM

P
Director of Pharmacy-Beckley, WV
  • Protouch Staffing
  • Beckley, WV
  • Director of Pharmacy-Beckley, WV Shifts - Open To Discuss During Interview Duties and Responsibilities: Plans, organises...
  • 5/3/2024 12:00:00 AM

B
Food Service Clerk - Dunkin Donuts
  • Baskin Robbins
  • Beckley, WV
  • Employer: Little General Stores _You are applying for work with a franchisee of Dunkin' Donuts, not Dunkin' Brands, Inc....
  • 5/3/2024 12:00:00 AM

D
Supervisory Tax Specialist (TCO Group Manager) NTE 1 year, MBE, MBMP 12 Month Roster
  • Department Of The Treasury
  • Beckley, WV
  • Duties WHAT IS THE SB/SE DIVISION? A description of the business units can be found at: https://www.jobs.irs.gov/about/w...
  • 5/3/2024 12:00:00 AM

C
Patient Service Clerk -- Cancer Center Beckley -- Beckley-275 Dry Hill Road
  • Charleston Area Medical Center
  • Beckley, WV
  • Job Summary Provide clerical support to the assigned nursing unit using the computer system. Coordinate unit activities....
  • 5/3/2024 12:00:00 AM

D
OPERATIONS ASSISTANT MANAGER
  • Dollar Tree
  • Beckley, WV
  • Job Description Work where you love to shop! Dollar Tree is hiring in your neighborhood. Avoid long commutes and set you...
  • 5/3/2024 12:00:00 AM

Beckley is a city in and the county seat of Raleigh County, West Virginia, United States. It was founded on April 4, 1838. Beckley was named in honor of John James Beckley, who was the first Clerk of the House of Representatives and the first Librarian of Congress. It was founded by his son Alfred Beckley (US Army general and Confederate militia commander. The current mayor is Rob Rappold....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$88,463 to $128,570
Beckley, West Virginia area prices
were up 1.2% 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