Estate Planning Consultant jobs in Green Bay, WI

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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Planner I/II (Community Assistance Planner)
  • Bay-Lake Regional Planning Commission
  • De Pere, WI FULL_TIME
  • Job Summary:

    The Planner I/II position will handle a wide range of planning activities from developing long-range planning documents to conducting technical assistance and public outreach, grant writing, and more. This position will be responsible for managing and shaping the Commission’s Community Assistance Program. The Planner will work under the supervision of the Executive Director.

    Duties and Responsibilities:

    • Lead and develop community development plans and studies such as Comprehensive Plans, Hazard Mitigation Plans, Farmland Preservation Plans, and more.
    • Assist with research and data analysis for planning projects by collecting, analyzing, and interpreting quantitative and qualitative data.
    • Prepare and present graphical presentations, reports, and summaries.
    • Research legislation and policies related to community development while regularly engaging with local, state, and federal agencies, along with stakeholders and citizens.
    • Assist in developing grant applications for state and federal funding and manage contracts for various planning projects.
    • Develop and implement outreach strategies that may include engaging communication tools, online platforms, websites, special events, and public meetings.

    Education and Experience:

    • Bachelor’s degree in urban/regional planning or a related field from an accredited college or university, master’s degree preferred.
    • One or more years of professional planning experience desired.
    • Possess strong problem-solving skills and attention to detail, along with excellent interpersonal skills.
    • Excellent written and verbal skills with experience presenting or speaking at public events, meetings, open houses, etc.
    • Experience with various computer software including, but not limited to, Microsoft Office Suite and Adobe Creative Suite (InDesign/Illustrator/Photoshop). GIS knowledge is a plus.
    • Ability to work independently to meet timelines and manage multiple projects with minimum supervision.
    • Working knowledge and experience in community development planning and land use regulations.

    Compensation & Benefits:

    • The annual salary ranges from $52,599 to $61,436 depending on qualifications. This is a full-time position (i.e., 40 work hours/week).
    • Benefits package includes health, dental, vision, life, and disability insurance.
    • Paid vacation, holiday, and sick leave. Starting at 13 days paid vacation annually (accrual up to a maximum of 200 hours); 13 days paid sick leave annually (accrual up to a maximum of 1,040 hours); 10.5 paid holidays annually
    • Participation in the Wisconsin State Retirement System.
    • Voluntary participation in the Wisconsin Deferred Compensation Program.
    • Flexible work hours available.
    • Additional benefits include annual wellness reimbursement, quarterly work events, and potential relocation reimbursement.

    Application Requirements:

    Interested applicants must submit the following to blrpcadmin@baylakerpc.org

    • Resume
    • Cover Letter

    This position will remain open until filled (initial review: April 22, 2024).

    To find the full job posting, please visit www.baylakerpc.org/about/employment-opportunities

    The Bay-Lake RPC is an Equal Opportunity Employer.

    Job Type: Full-time

    Pay: $52,599.00 - $61,463.00 per year

    Benefits:

    • Dental insurance
    • Employee assistance program
    • Flexible schedule
    • Health insurance
    • Life insurance
    • Paid time off
    • Referral program
    • Retirement plan
    • Tuition reimbursement
    • Vision insurance

    Schedule:

    • 8 hour shift
    • Monday to Friday

    Work setting:

    • In-person

    People with a criminal record are encouraged to apply

    Education:

    • Bachelor's (Required)

    Experience:

    • planning or related: 1 year (Required)

    Work Location: In person

  • 22 Days Ago

1
Dynamic Real Esate Agent
  • 1st Class Real Estate
  • Hobart, WI PART_TIME,FULL_TIME
  • At 1st Class Real Estate - Impact, we are a forward-thinking real estate firm dedicated to fostering inclusive growth and innovation in the property market. Our team is committed to providing exceptio...
  • 2 Days Ago

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Financial Planning & Analysis
  • Veriha Trucking, Inc. (ND)
  • Marinette, WI FULL_TIME
  • Job Description: Total compensation is based on experience and will take into consideration base rate, incentive plans, and company profitability pay outs per position. The Financial Planning & Analys...
  • 20 Days Ago

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Planning & Park Summer Position
  • MANITOWOC COUNTY
  • MANITOWOC, WI FULL_TIME
  • This position will be scheduled to work 40 hours per week. Duties include park maintenance activities.
  • 20 Days Ago

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Tax Planning Specialist
  • Hantz Group
  • Marquett, MI FULL_TIME
  • Tax Planning SpecialistHantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over...
  • Just Posted

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Mine Planning Engineer
  • Cleveland-Cliffs, Inc.
  • Ishpeming, MI FULL_TIME
  • Cleveland-Cliffs, Michigan Operations, has an immediate opportunity for a Mine Planning Engineer at our Tilden Mine site. This individual will be primarily responsible for drill and blast design, infr...
  • Just Posted

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0 Estate Planning Consultant jobs found in Green Bay, WI area

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Project Manager
  • WOW Logistics
  • Neenah, WI
  • What we do WOW Logistics® is a nationally recognized integrated supply chain solutions provider with unparalleled expert...
  • 4/26/2024 12:00:00 AM

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In-Home Sales Consultant
  • Interior Logic Group
  • Green Bay, WI
  • Job Description Job Description Crew2, a subsidiary of Interior Logic Group, is a large installation company in business...
  • 4/26/2024 12:00:00 AM

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Property Manager (Part-Time)
  • Horizon Construction Group
  • Appleton, WI
  • Job Type Part-time Description Join Our Dynamic Team at Horizon: Building Futures, Creating Communities Top Workplace si...
  • 4/26/2024 12:00:00 AM

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Senior Design Engineer, PPI
  • WOW Logistics
  • Neenah, WI
  • What we do WOW Logistics® is a nationally recognized integrated supply chain solutions provider with unparalleled expert...
  • 4/25/2024 12:00:00 AM

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Real Estate Sales Buyer's Agent
  • Expert Real Estate Partners
  • Appleton, WI
  • Were looking for a talented, professional buyers agent to join our expanding team of real estate professionals. You will...
  • 4/25/2024 12:00:00 AM

T
Lead Resident Assistant - The Heritage - NOC
  • ThedaCare
  • Appleton, WI
  • Why ThedaCare? Living A Life Inspired! Our new vision at ThedaCare is bold, ambitious, and ignited by a shared passion t...
  • 4/23/2024 12:00:00 AM

A
Lease-up Community Manager
  • ACC Management Group, Inc
  • Appleton, WI
  • Job Type Full-time Description ACC Management Group, Inc. is seeking a highly motivated, experienced Community Manager t...
  • 4/22/2024 12:00:00 AM

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Licensed Real Estate Sales Agent
  • Landro Real Estate
  • Appleton, WI
  • Jennifer Landro Real Estate Team - REALTOR Have the last couple of years changed you in a big way? Are you rethinking yo...
  • 4/22/2024 12:00:00 AM

Green Bay is a city in and the county seat of Brown County in the U.S. state of Wisconsin, at the head of Green Bay, a sub-basin of Lake Michigan, at the mouth of the Fox River. It is 581 feet (177 m) above sea level and 112 miles (180 km) north of Milwaukee. The population was 104,057 at the 2010 census. Green Bay is the third-largest city in the state of Wisconsin, after Milwaukee and Madison, and the third-largest city on Lake Michigan's west shore, after Chicago and Milwaukee. Green Bay is home to the National Football League's Green Bay Packers. Green Bay is the principal city of the Gree...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$94,406 to $137,204
Green Bay, Wisconsin 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