Estate Planning Consultant jobs in Akron, OH

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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Real Estate Planning & Development Coordinato
  • Akron Metropolitan Housing Authority
  • Akron, OH OTHER
  • AKRON METROPOLITAN HOUSING AUTHORITY

    Job Title:  Real Estate Planning & Development Coordinator

    Reports to: Director of Real Estate Development

    Department:  Real Estate

    Date:  January 2024

    FLSA Status:  Exempt

     Minimum:  $53,700

    SUMMARY:

    The Real Estate Planning & Development Coordinator has the overall responsibility to support the Director of Real Estate Development and operations and administration of the Real Estate Department. The Real Estate Department is responsible to (i) create additional affordable housing units and redevelop existing units attempting to maximize opportunity, resources and efficiency; (ii) draft, negotiate and close Akron Metropolitan Housing Authority (AMHA) transactions and agreements; (iii) manage AMHA’s real estate portfolio in compliance with HUD and other regulatory agents or partners; and (iv) handle all other matters relating to AMHA’s real estate, including special projects. All activities must support AMHA's mission, strategic goals, and objectives.

     ESSENTIAL DUTIES AND RESPONSIBILITIES:

    • Assist with special projects, including AMHA’s Summit Lake Choice Neighborhoods project and implementation of the Transformation Plan
    • Assist with real estate acquisitions, dispositions and repositioning
    • Research HUD and other regulatory compliance (ex. Environmental Reviews, Section 18 demolition/disposition, HUD program requirements, etc.) and assist with compliance
    • Collect, analyze, and present data and information for use in analysis and various plans and reports
    • Produce Annual and Five-Year Plans, including, but not limited to, creating timelines, drafting, proofing, managing the public process, and submitting the reports to HUD
    • Produce AMHA’s Annual Report 
    • Responsible for insurance tracking 
    • Assist with general real estate matters (ex. easements, encumbrances, license agreements, etc.)
    • Assist with procurement
    • Provide administrative support and assist in keeping the Real Estate Department organized and on track
    • Coordinate, plan, and host meetings, projects, and community events
    • Perform research and clearly and succinctly present such information verbally and in writing
    • Perform other duties as assigned and/or required

     KNOWLEDGE, SKILLS, AND ABILITIES

    • Basic knowledge of general real estate principles and practice 
    • Basic knowledge of affordable housing preferred
    • Ability to interpret and apply federal and state rules and regulations and  AMHA policies and procedures 
    • Ability to define problems, collect data, establish facts, and draw valid conclusions
    • Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations

     

    • Takes initiative to make things happen and sees tasks through to completion
    • Learns and applies new information quickly
    • Critical thinking and analytical skills with a strong ability to problem solve
    • Comfortable coordinating communications, meetings, and projects both internally and externally
    • Ability to work simultaneously on several projects in a fast paced, deadline driven environment
    • Strong communication skills both written and oral
    • Organized and can work independently
    • Ability to establish and maintain positive internal and external relationships
    • Possesses a sense of urgency when required and is a team player
    • Skilled in Microsoft Excel, Microsoft Word, Power Point, Outlook, Zoom, Adobe Illustrator, InDesign, Photoshop, Canva, and Microsoft Teams
    • Basic knowledge of Summit County’s Geographic Information System (GIS) preferred

     MINIMUM QUALIFICATIONS 

    • Minimum of a Bachelor’s degree in Real Estate, Urban Planning, Urban Studies, Public Administration, legal studies or related field and 2-4 years of relevant work experience required
    • Possesses the knowledge, skills, and abilities listed above
    • Valid driver’s license
    • Eligibility for coverage under AMHA fleet auto insurance 

    PHYSICAL DEMANDS / WORK ENVIRONMENT

    • Physical demands may include kneeling, reaching, pushing, fingering, manipulating, talking, hearing, sitting for extended periods, crouching, standing for extended periods, stooping, walking, lifting up to 10 lbs. and repetitive motion using a keyboard, telephone and calculator. The visual acuity requirements include viewing a computer monitor and extensive reading.
    • The incumbent will primarily work in an office environment but will visit AMHA properties and/or construction sites and may be exposed to outside weather conditions.   

    AMHA offers a culture committed to diversity, equity and inclusion; comprehensive compensation and benefits program including, but not limited to: Competitive salary; Participation in the Ohio Public Employees Retirement System; Excellent medical, free dental and vision plans with minimal out of pocket cost; Basic Life insurance; Fourteen paid holidays; Paid vacation, personal and sick plans.

  • 20 Days Ago

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Electrical Department Manager
  • Chemstress Consultant Company
  • Akron, OH FULL_TIME
  • SUMMARY The Electrical Engineering Manager serves as Senior Electrical Engineer on project work for clients and supervises the work of electrical department personnel within Chemstress. This person pr...
  • 14 Days Ago

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Lead Piping Designer
  • Chemstress Consultant Company
  • Akron, OH FULL_TIME
  • The Piping Lead Designer is an individual with experience in the various aspects of piping design and who can perform the duties of a Lead Designer for projects large and small. These duties include p...
  • 1 Month Ago

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Architect I (Industrial)
  • Chemstress Consultant Company
  • Akron, OH FULL_TIME
  • Summary: The Architect I applies advanced architectural principles with minimal supervision through the collection and analysis of data obtained from the field or from Project information and initiate...
  • 1 Month Ago

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REAL ESTATE AGENT
  • HOWARD HANNA REAL ESTATE SERVICES
  • Wadsworth, OH PART_TIME,FULL_TIME
  • REAL ESTATE SPRING MARKET IS UPON US! HAVE YOU CONSIDERED MAKING A MOVE OR CHANGING CAREERS? NOW IS THE PERFECT TIME! IF YOU ARE THINKING OF BECOMING A REALTOR LET ME TELL YOU A LITTLE BIT ABOUT REAL ...
  • 1 Month Ago

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Real Estate Data Entry Operator
  • Better Homes and Gardens Real Estate Advantage Realty
  • Akron, OH FULL_TIME
  • Company DescriptionFor more than 90 years, Better Homes and Gardens has been the leader in everything related to the home. As part of Realogy Holdings Corporation, Better Homes and Gardens Real Estate...
  • Just Posted

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0 Estate Planning Consultant jobs found in Akron, OH area

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Sales Consultant
  • Motorcarsacura
  • Bedford, OH
  • **Automotive Sales Consultant / Trainee** 18123 Rockside Rd., Bedford, OH 44146 BEST HOURS IN THE BUSINESS - Great Work/...
  • 4/24/2024 12:00:00 AM

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Controller
  • Alari Search, LLC
  • Streetsboro, OH
  • Job Description Job Description Our client, a small private equity owned manufacturing company, is seeking a Controller ...
  • 4/24/2024 12:00:00 AM

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Associate Attorney
  • Crane & Merriman, PC
  • Akron, OH
  • Job Description Job Description Location: Mott, North Dakota Open to having a relocation assistance discussion and open ...
  • 4/23/2024 12:00:00 AM

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Tax Manager Public Accounting
  • Sable Group LLC
  • Beachwood, OH
  • Job Description Job Description A boutique tax and accounting firm on the east side of Cleveland is looking for a self-s...
  • 4/23/2024 12:00:00 AM

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Sr. Manager, State & Local Tax, Income Franchise
  • RSM Global
  • Cleveland, OH
  • We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence...
  • 4/23/2024 12:00:00 AM

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Fiduciary Tax Accountant - Hybrid Remote
  • Clearstead
  • Cleveland, OH
  • We are seeking a Fiduciary Tax Accountant in the Private Client Group of our wealth management firm. The candidate will ...
  • 4/23/2024 12:00:00 AM

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Leasing Consultant
  • GCI Residential LLC
  • Cleveland, OH
  • Job Type Full-time Description Join one of GCI's inspiring and vibrant communities as a Leasing Consultant for our Mayfi...
  • 4/21/2024 12:00:00 AM

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Assistant Project Manager - Development
  • NRP Group
  • Cleveland, OH
  • Come join NRP's A+ team! We've been recognized as a "Top Workplace" because we promote a culture where our team can buil...
  • 4/20/2024 12:00:00 AM

Akron (/ˈækrən/) is the fifth-largest city in the U.S. state of Ohio and is the county seat of Summit County. It is located on the western edge of the Glaciated Allegheny Plateau, about 30 miles (48 km) south of Cleveland. As of the 2017 Census estimate, the city proper had a total population of 197,846, making it the 119th-largest city in the United States. The Greater Akron area, covering Summit and Portage counties, had an estimated population of 703,505. The city was founded in 1825 by Simon Perkins and Paul Williams, along the Little Cuyahoga River at the summit of the developing Ohio and...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$95,495 to $138,786
Akron, Ohio area prices
were up 1.6% 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