Estate Planning Consultant jobs in Florence, AL

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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Development Specialist Planning
  • City of Florence, Alabama
  • Florence, AL FULL_TIME
  • JOB
    The Development Specialist position has a planning and development emphasis with responsibilities for providing the full-range of staff and office support duties including the first impression for visitors to the department. The Development Specialist uses independent judgment and takes initiative to maintain order, effectiveness, and efficiency through high-level organizational and communication skills. Work is performed under the general supervision of professional-level supervisors. This position requires completion of certification programs and ongoing professional development and training. Travel may be required. The Development Specialist must possess an extraordinary desire to learn new concepts to inform the work of all departmental programs, contribute to the collaborative environment, work as part of a team, and engage with the public.

    EXAMPLE OF DUTIES
    The following list was developed through a job analysis; however, it is not exhaustive and other duties may be required and/or assigned.Planning and DevelopmentResearch and preparation of reports, presentations, and projectsAssists in preparing and implementing plans and strategies for developing and redeveloping land through coordination with federal, state, regional, and local agencies.Researches, gathers, and compiles technical information and statistical data. Tracks maintenance and updating of official land use and zoning maps. Assists in the preparation of maps and graphics illustrating land use, population density, public utilities, and other aspects of planning and zoning work.Assists developers and the public in understanding relevant development rules and regulations.Researches land ownership and zoning issues. Maintains and updates files, map libraries, and automated databases.Serves as the Recording Secretary for the Planning CommissionProvide policy and land use support to departmental staff, Planning Commission, City Council, and other public officials.Project ManagementPrepares project status reports and tracks start-up and completion information.Prepares requisitions for payment of professional services related to projects.Interprets zoning ordinances, development standards, city plans and policies, etc. regarding development and redevelopment to apply regulatory conformance to all proposals for special projects and ongoing programs.Reviews studies, construction specifications, budgets, staffing estimates, and all other data required to formulate project formats and requirements.Prepares reports such as research/statistical reports, summary reports, financial reports, and strategic plansPrepares maps, charts and other graphic materials using computers and computerized databases.Reviews project files developed by other staff for accuracy and completion and codes for computer entry. Maintains computerized project and fund-source record system including project files, recording logs, and other local information.Data Entry and Database MaintenancePrepares graphs, tables and other illustrative material and performs other administrative support functions relating to report preparation and printing. Assists in data collection and analysis activities to support technicians, analysts, coordinators, and planners.Organizes land use, population, housing and other socio-economic data in physical and planning-related areas for inclusion in project reports and presentations.Provides information to other staff members and City departments on activities related to Departmental databases and geographic information.Assists in developing and maintaining information and databases to facilitate analysis and planning activities.AdministrationProvides high quality customer service to citizens, government officials, non-profit partners, professional services, vendors, and other contacts.Manages the front of house operations and assists the director and assistant directors as needed.Provides assistance to customers, professional service contractors, and municipal, state, and federal agencies including the collection of fees.Tracks expenditures and credits for general fund and special community development fund budgets.Maintains high-level organization system for inventory and equipmentImplements all city, state, and federal procurement and purchasing procedures for supplies and equipmentOrders, receipts, and processes invoices for payment of all goods and services.Processes deposits for grant proceeds and other income.Provides the first impression for visitors and callers screening appropriately to ensure upbeat service delivery with minimal delay.Distributes administrative memos and notices to all staff.Work is performed under the general supervision of the Planning Director.

    SUPPLEMENTAL INFORMATION
    Knowledge of general office practices, procedures, and equipment as needed to support the full breadth of development services.Understanding and knowledge of basic accounting principles to process invoices and read and prepare budgetsKnowledge of basic planning principles and practices as needed to understand the work required and answer inquiries from the public.Knowledge of the policies and procedures pertaining to city planning and zoning ordinances as needed to understand the work required, answer inquiries from the public, and support technicians, planners, and managers.Knowledge of the policies and procedures pertaining to community development as needed to understand the work required, answer inquiries from the public, and support technicians, planners, and managers.Knowledge of word processing, spreadsheet and graphic presentation software as needed to prepare documents for technicians, planners, and managers.Knowledge of ESRI software programs including ArcView.Knowledge of mapping principles and practices, coordinate systems, projections, and scale.Ability to produce simple maps and other representations of spatial data.Proficient in Windows-based office programs (i.e. Word, Excel, PowerPoint, and Access)Work overtime and a flexible schedule when requiredAbility to develop and maintain effective working relationships with other staff and the publicAbility to include the proper amount of detail in documentation Ability to collect, evaluate, and analyze data and information as needed to conduct research.Ability to extract and summarize information from laws, ordinances, correspondence, etc. as needed to understand assignments and changes in policy and perform new procedures. Ability to keep records and prepare simple narrative reports as needed to maintain required information. Knowledge of standard English grammar and punctuation.Ability to organize facts and present them in a clear written, graphic, or verbal form as needed to assist technicians, planners, and managers in the development of reports and other documents.Ability to perform assigned tasks independently and by established deadlines as needed to ensure that work is performed correctly and in a timely manner.Ability to understand plans and maps as needed to answer questions, research information, and assist technicians, planners, and managers.Ability to understand and follow written and oral instructions as needed to ensure that work is completed and meets requirements of the staff.Strong organizational and preparation skillsPossess good public and employee relation skillsMust be self-motivated and able to work with minimal supervisionPhysical Demands: Ability to function under the pressure of severe time constraints while simultaneously working on several projects. Ability to navigate uneven terrain.Equipment/Tools Used: Computers (including desktop, laptop, tablet); peripheral devices (including printers, copiers, projectors); general office equipment.For similar job postings, applications may be used for up to ninety (90) days.The City of Florence, Alabama is an Equal Opportunity Employer. In compliance with the Americans with Disabilities Act, the City will provide reasonable accommodations to qualified individuals with disabilities and encourage prospective and current employees to discuss accommodations with the employer.
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Real Estate Salesperson
  • BrickDriven Realty
  • Florence, AL FULL_TIME
  • Our team is looking for self-motivated, ambitious Sales Agents to join us! We want to help YOU build your career! We pride ourselves on providing proven systems to our agents that will ensure their su...
  • 15 Days Ago
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Real Estate Sales Specialist
  • BrickDriven Realty
  • Florence, AL FULL_TIME
  • Our team is looking for self-motivated, ambitious Sales Agents to join us! We want to help YOU build your career! We pride ourselves on providing proven systems to our agents that will ensure their su...
  • 21 Days Ago
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Real Estate Agent's Needed
  • Coldwell Banker Southern Realty
  • Lawrenceburg, TN FULL_TIME,PART_TIME
  • WE HAVE BUYERS AND SELLER LEADS BUT NEED AGENTS TO WORK THEM!Our team is looking for self-motivated, ambitious Sales Agents to join us! We We want to help YOU build your career! We pride ourselves on ...
  • 13 Days Ago
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Showing Agent For Real Estate
  • BrickDriven Realty
  • Florence, AL FULL_TIME
  • Showing Agent needed for a TOP Real Estate team! Have you been thinking of making a change? Do you love Real Estate and are curious about how to start? Are you looking to learn the real estate industr...
  • 28 Days Ago
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Sales consultant
  • Victra
  • Moulton, AL FULL_TIME
  • What you will be doing... As a full-time Victra Retail Sales Consultant, you'll have the chance to control your career in one of our retail stores. Using your unique talents, passion for technology, a...
  • 3 Days Ago
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0 Estate Planning Consultant jobs found in Florence, AL area

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Real Estate Listing Agent
  • Crye-Leike
  • Florence, AL
  • Job Description A Real Estate Listing Agent is responsible for consulting with clients on how to sell their home quickly...
  • 4/21/2024 12:00:00 AM
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Real Estate Buyer's Agent
  • Crye-Leike
  • Tuscumbia, AL
  • Job Description A Real Estate Buyer's Agent is a real estate agent who helps clients with their home purchasing needs. Y...
  • 4/21/2024 12:00:00 AM
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Entry-Level Real Estate Agent
  • Crye-Leike
  • Tuscumbia, AL
  • Job Description A Real Estate Agent plays an essential role in a real estate transaction. Real estate is an exciting ind...
  • 4/21/2024 12:00:00 AM
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Real Estate Buyer's Agent
  • Crye-Leike
  • Tuscumbia, AL
  • Job Description A Real Estate Buyer's Agent is a real estate agent who helps clients with their home purchasing needs. Y...
  • 4/21/2024 12:00:00 AM
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Facility Management/Maintenance Technician
  • Rogers Group
  • Tuscumbia, AL
  • Job Description Rogers Group is currently seeking a Facility Management Technician for our North Alabama Area. Duties: M...
  • 4/21/2024 12:00:00 AM
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Real Estate Sales Representative
  • Crye-Leike
  • Tuscumbia, AL
  • Job Description A Real Estate Sales Representative is a real estate agent who meets with clients to help them with the p...
  • 4/21/2024 12:00:00 AM
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Real Estate Outside Sales Professional
  • Crye-Leike
  • Tuscumbia, AL
  • Job Description A Real Estate Outside Sales Professional is a real estate agent who manages all aspects of a home purcha...
  • 4/21/2024 12:00:00 AM
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Real Estate Outside Sales Professional
  • Crye-Leike
  • Tuscumbia, AL
  • Job Description A Real Estate Outside Sales Professional is a real estate agent who manages all aspects of a home purcha...
  • 4/21/2024 12:00:00 AM
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About Florence, Alabama

Florence is a city in, and the county seat of, Lauderdale County, Alabama, United States, in the state's northwest corner. According to the 2010 census, the city's population was 39,319. Florence is the largest and principal city of the Florence-Muscle Shoals Metropolitan Statistical Area (which includes Muscle Shoals, Sheffield, and Tuscumbia metropolitan areas in Colbert and Lauderdale counties). Florence is considered northwestern Alabama's primary economic hub. Annual tourism events include the W. C. Handy Music Festival in the summer and the Renaissance Faire in the fall. Landmarks in Flo...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$85,302 to $123,973
Florence, Alabama area prices
were up 1.3% from a year ago
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What does an Estate Planning Consultant do?

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