Estate Planning Consultant jobs in Jamestown, NY

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 Development Consultant
  • Bradford Area Alliance
  • Bradford, PA FULL_TIME,CONTRACTOR,PART_TIME
  • Description:

    The Bradford Area Alliance (“Alliance”) is seeking a skilled and experienced Real Estate Development Consultant to first lead efforts to define a housing strategy for Bradford, PA (McKean County), a rural community located in the PA Wilds and then the execution of the strategy. The scope of that strategy will include identifying housing needs and opportunities that align with our community's workforce needs, presumably through a new housing development. The consultant will then play a crucial role in driving this initiative forward mostly by pre-planning, design development, attracting developer(s) for construction phase, managing the necessary RFP processes, etc.

    Responsibilities:

    · Conduct comprehensive research and analysis of local real estate market trends, demographic data, zoning regulations, and economic indicators to identify housing development opportunities and risks.

    · Collaborate with local government agencies, community organizations, and private sector partners to develop a comprehensive and viable real estate housing development strategy that support the long-term economic vitality and sustainability of the rural community. That strategy should incorporate land use planning, size and scope, site selection, feasibility analysis, infrastructure needs, financial modeling (including grant sources), and project management.

    · Attract, solicit, and qualify contractors / developers through the RFP process. Solicit for due diligence, design and construction services, reviews and evaluates the responses and obtains the services.

    · Serve as a liaison between the community and external consultants, architects, engineers, contractors, and other professionals involved in the development process to ensure alignment with community needs and objectives. This includes the municipalities and utilities.

    · Manage the tracking of timelines and schedules.

    Qualifications:

    · Bachelor’s degree required; Master’s degree preferred.

    · Knowledge of real estate development principles/practices.

    · 3 years’ experience in residential housing development experience preferred.

    · Experience with Housing Tax Credits and other subsidies (tax exempt bond financing, New Market Tax Credits, Historic Tax Credits, grants, etc.) is a huge plus.

    · Successful Project Management experience on projects from-the-ground-up housing projects is a plus.

    Time & Demographics:

    This is a multi-year contracted position with a strong local presence.

    Contacts:

    Interested applicants should apply directly to Carolyn Newhouse, Executive Director of the Bradford Area Alliance at carolyn@bradfordareaalliance.com.

    Please include statement of qualification along with proposal for services.

    Job Types: Full-time, Part-time, Contract

    Experience level:

    • 3 years

    Ability to Relocate:

    • Bradford, PA 16701: Relocate before starting work (Required)

    Work Location: In person

  • 6 Days Ago

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Real Estate Development Consultant
  • Bradford Area Alliance
  • Bradford, PA FULL_TIME,CONTRACTOR,PART_TIME
  • Description: The Bradford Area Alliance (“Alliance”) is seeking a skilled and experienced Real Estate Development Consultant to first lead efforts to define a housing strategy for Bradford, PA (McKean...
  • 6 Days Ago

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RCA
  • Rouse Estate
  • Youngsville, PA FULL_TIME
  • Part Time (3:30p-7:30p) OBJECTIVE: The primary objective of this job position is to assist with resident care duties that do not require the specific training program for Certified Nursing Assistant L...
  • 15 Days Ago

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Cosmetologist - NO WEEKENDS
  • Rouse Estate
  • Youngsville, PA FULL_TIME
  • About the Rouse: The Rouse Estate is located on 600 acres in beautiful northwest Pennsylvania in Youngsville, PA, a short drive from neighboring communities of Warren, Corry and Titusville, PA and Jam...
  • 15 Days Ago

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Director of Environmental Services
  • Rouse Estate
  • Youngsville, PA FULL_TIME
  • About the Rouse: The Rouse Estate is located on 600 acres in beautiful northwest Pennsylvania in Youngsville, PA, a short drive from neighboring communities of Warren, Corry and Titusville, PA and Jam...
  • 15 Days Ago

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Unit Clerk
  • Rouse Estate
  • Youngsville, PA FULL_TIME
  • About the Rouse: The Rouse Estate is located on 600 acres in beautiful northwest Pennsylvania in Youngsville, PA, a short drive from neighboring communities of Warren, Corry and Titusville, PA and Jam...
  • 15 Days Ago

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0 Estate Planning Consultant jobs found in Jamestown, NY area

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Full Time Nanny and Housekeeper
  • Care
  • Jamestown, NY
  • Responsibilities Duties include light housekeeping such as maintaining common areas, unloading dishwasher, kids laundry
  • 4/25/2024 12:00:00 AM

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CDL Bus Driver
  • Transdev
  • Jamestown, NY
  • Description Have you considered being a Bus Driver in your community? Nows your chance! Get PAID to do what you love! R...
  • 4/25/2024 12:00:00 AM

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Maintenance Technician Apprentice
  • Kelly
  • Jamestown, NY
  • Job searching is a lot better with someone in your corner. Hienter us, and this job! Kelly Professional & Industrial is ...
  • 4/25/2024 12:00:00 AM

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Maintenance Technician
  • Kelly
  • Jamestown, NY
  • Finding a job that fits your lifestyle isnt always easy. Thats where Kelly comes in. Were seeking a Maintenance Technici...
  • 4/25/2024 12:00:00 AM

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Apriso Developer
  • Clifyx
  • Jamestown, NY
  • Job Title Apriso Developer Duration FTE Location: Rocky Mount, NC OR Columbus, IN OR Jamestown, NY Key Notes: Candidate ...
  • 4/25/2024 12:00:00 AM

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Clinic Medical Director MD/DO
  • Valor Healthcare
  • Jamestown, NY
  • About Us Valor Healthcare operates over 50 VA Community Based Outpatient Clinics (CBOCs) in the United States as a contr...
  • 4/25/2024 12:00:00 AM

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MULTISPINDLE MACHINISTS
  • ANDERSON PRECISION
  • Jamestown, NY
  • ANDERSON PRECISION MULTISPINDLE MACHINISTS & PRODUCTION AUDITOR Anderson Precision, a Jamestown, NY employer with over 1...
  • 4/25/2024 12:00:00 AM

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Resident Care Assistant
  • Rouse Estate
  • Youngsville, PA
  • OBJECTIVE: The primary objective of this job position is to assist with resident care duties that do not require the spe...
  • 4/24/2024 12:00:00 AM

Jamestown is a city in southern Chautauqua County, New York, United States. The population was 31,146 at the 2010 census and was estimated at 29,591 in 2017. Situated between Lake Erie to the northwest and the Allegheny National Forest to the south, Jamestown is the largest population center in the county. Nearby Chautauqua Lake is a freshwater resource used by fishermen, boaters and naturalists. Notable people from Jamestown include comedian Lucille Ball, U.S. Supreme Court justice and Nuremberg chief prosecutor Robert H. Jackson, naturalist Roger Tory Peterson, singer Natalie Merchant, and N...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$93,713 to $136,197
Jamestown, New York area prices
were up 1.5% 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