Estate Planning Consultant jobs in Evansville, IN

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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Case Management Specialist - Discharge Planning
  • Discharge Planning in Owensboro, KY - Owensboro
  • Owensboro, KY FULL_TIME
  • Summary

    Job Summary

    Facilitates cost-effective, quality patient transitions of care and outcomes by collaborating with staff and providing guidance, education, and support to assigned patients.
     
    Job Responsibilities
    • Completes comprehensive assessment of medical record and knowledge of patient's medical condition, financial status, emotional needs, and support systems.
    • Collaborates with Case Management Medical Director, Director, and/or Manager on complex discharge planning issues and delays in service.
    • Interview patients, assesses priorities, and develops appropriate discharge plan.
    • Works in collaboration with the Social Worker and interdisciplinary care team members to ensure quality support of care and safety of discharge.
    • Assists patients/families with referrals to community agencies, post acute providers, and provide education and resource information.
    • Documents precisely and timely in the medical record the assessment, concerns, needs, and discharge plans.
    • Provides ongoing assessment and keeps plans up to date as patient progresses toward discharge.
    • Trains new employees, students, or interns as needed.
    Qualifications
    • Associate's degree or higher or Diploma in Nursing required upon hire AND
    • Bachelor's degree or higher in Nursing required within 5 years of employment in this position
    • No experience required
    • RN - Licensed as a Registered Nurse. Eligible to practice nursing in the State of Kentucky required upon hire
    Skills and Attributes
    • Requires critical thinking skills and decisive judgment.
    • Works under minimal supervision.
    • Must be able to work in a stressful environment and take appropriate action.
    Physical Demands
    • Standing: Occasionally
    • Walking: Occasionally
    • Sitting: Frequently
    • Lifting 0-25 lbs: Rarely
    • Lifting 25-75 lbs: Never
    • Lifting over 75 lbs: Never
    • Carrying 0-25 lbs: Rarely
    • Carrying 25-75 lbs: Never
    • Carrying over 75 lbs: Never
    • Pushing/Pulling 0-25 lbs: Rarely
    • Pushing/Pulling 25-75 lbs: Never
    • Pushing/Pulling over 75 lbs: Never
    • Climbing: Rarely
    • Bending/Stooping: Rarely
    • Kneeling: Rarely
    • Crouching/Crawling: Rarely
    • Reaching: Occasionally
    • Talking: Frequently
    • Hearing: Occasionally
    • Repetitive Foot/Leg Movements: Never
    • Repetitive Hand/Arm Movements: Frequently
    • Keyboard Data Entry: Frequently
    • Running: Never
    • Vision: Depth Perception: Frequently
    • Vision: Distinguish Color: Frequently
    • Vision: Seeing Far: Frequently
    • Vision: Seeing Near: Frequently
    Owensboro Health Core Commitments

    INTEGRITY - We conduct ourselves with a high level of responsibility, reliability and honesty because we take seriously the trust of our patients and coworkers.

    RESPECT - We value and accept the unique talents and contributions of every patient, customer and team member in the Owensboro Health community.

    TEAMWORK - We build a spirit of connectivity and fellowship by striving together to overcome obstacles, surpass goals, celebrate accomplishments and plan the future.

    INNOVATION - We foster original ideas and creative solutions that improve our daily work and promote the mission of Owensboro Health.

    SERVICE - We focus on service to patients, customers and team members by anticipating their needs, thoughtfully meeting those needs and continually improving the quality of everything we do.

    EXCELLENCE - We reach beyond basic expectations to expand our knowledge and awareness, produce exceptional work and provide outstanding service.
  • 1 Month Ago

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Real Estate Agent
  • Dauby Real Estate
  • Evansville, IN FULL_TIME
  • Summary Embark on a transformative journey with us and position yourself among the distinguished top 1% of real estate professionals across North America by becoming a Real Estate Agent in our team. W...
  • 22 Days Ago

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Care aide needed for
  • Care Planning Institute, Inc
  • Mc Clure, IL FULL_TIME
  • Care Planning Institute, Inc - We are a home care aide servcies agency that has been in business since 2007 and help elderly people stay safe and well in their homes. We provide home care services in ...
  • Just Posted

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Care aide needed for
  • Care Planning Institute, Inc
  • Mc Leansboro, IL FULL_TIME
  • Care Planning Institute, Inc - We are a home care aide servcies agency that has been in business since 2007 and help elderly people stay safe and well in their homes. We provide home care services in ...
  • Just Posted

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Care aide needed for
  • Care Planning Institute, Inc
  • Harrisburg, IL FULL_TIME
  • We are a home care aide servcies agency that has been in business since 2007 and help elderly people stay safe and well in their homes. We provide home care services in 15 states. We also offer same d...
  • Just Posted

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Home Care Aide NEEDED For Elderly Veteran In Omaha, IL
  • Care Planning Institute, Inc
  • Omaha, IL FULL_TIME
  • We are a home care aide servcies agency that has been in business since 2007 and help elderly people stay safe and well in their homes. We provide home care services in 15 states. We also offer same d...
  • 1 Day Ago

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0 Estate Planning Consultant jobs found in Evansville, IN area

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Compliance Manager
  • Harding Shymanski
  • Evansville, IN
  • Job Description Job Description Seeking an experienced Internal Auditor/Compliance Manager with 4-8 years of regulatory ...
  • 4/24/2024 12:00:00 AM

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Internal Auditor
  • Harding Shymanski
  • Evansville, IN
  • Job Description Job Description Seeking an experienced Internal Auditor/ Compliance Associate with 2-5 years of experien...
  • 4/24/2024 12:00:00 AM

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Internal Audit Manager
  • Harding Shymanski
  • Evansville, IN
  • Job Description Job Description Seeking an experienced Internal Auditor/Compliance Manager with 4-8 years of regulatory ...
  • 4/24/2024 12:00:00 AM

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Compliance Associate
  • Harding Shymanski
  • Evansville, IN
  • Job Description Job Description Seeking an experienced Internal Auditor/ Compliance Associate with 2-5 years of experien...
  • 4/24/2024 12:00:00 AM

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Real Estate Agent for New Home Sales
  • YourWayHome.com LLC
  • Owensboro, KY
  • Join our team to accelerate your real estate career with new home sales. Our agents benefit from 90/10 commission splits...
  • 4/23/2024 12:00:00 AM

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Facilities Maintenance Supervisor
  • Red Spot Paint
  • Evansville, IN
  • Red Spot Paint & Varnish is GROWING! We want you to be a part of our expanding team! We have a great work environment wi...
  • 4/22/2024 12:00:00 AM

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Housekeeping Aide
  • American Senior Communities
  • Evansville, IN
  • Housekeeping Aide Weekend Shift! Bring your heart to work! Caring people make the difference at American Senior Communit...
  • 4/22/2024 12:00:00 AM

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Business Valuation Manager
  • Harding Shymanski
  • Evansville, IN
  • Job Description Job Description At Harding, Shymanski & Co., our Business Valuations practice is led by a talented team ...
  • 4/21/2024 12:00:00 AM

Evansville is a city and the county seat of Vanderburgh County, Indiana, United States. The population was 117,429 at the 2010 census, making it the state's third-most populous city after Indianapolis and Fort Wayne, the largest city in Southern Indiana, and the 232nd-most populous city in the United States. It is the commercial, medical, and cultural hub of Southwestern Indiana and the Illinois-Indiana-Kentucky tri-state area, home to over 911,000 people. The 38th parallel crosses the north side of the city and is marked on Interstate 69. Situated on an oxbow in the Ohio River, the city is of...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$93,812 to $136,341
Evansville, Indiana area prices
were up 1.3% 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