Estate Planning Consultant jobs in New Haven, CT
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)
Recently Added Estate Planning Consultant jobs
Technical Writer
- SUPPLY CHAIN MANAGEMENT CONSULTANT
-
Seymour, CT
FULL_TIME
-
DESCRIPTION
Key Responsibilities:
- This person would be for a 3 month engagement project.
- Under general supervision, may develop, write, and edit material for quality manual documents including Quality Operating Procedures, Quality Work Instructions, Detailed Operator Work Instructions
- Under general supervision, may observe production, developmental, and experimental activities to document operating procedures and details.
- Under general supervision, may interview production and engineering personnel to become familiar with product technologies and production methods
- The documents would be Primarily Quality Manual Documents: Quality Operating Procedures, Quality Work Instructions, and Detailed Operator Work Instructions.
- This person will be 100% revising existing documents to begin, then shift to 80% existing / 20% new after a couple of months.
- This also includes control tasks to ensure that technical documentation is reviewed on time.
Create and maintain illustrated assembly and test instructions. Work directly with assemblers and engineers to determine document content.
Qualifications:
- Strong organizational and written communication skills.
- Experience with Area Work Instructions within Manufacturing
- Experience writing instructional or procedural documentation.
- Mechanical aptitude and hands-on experience working in a manufacturing environment.
- Proficient in all MS Office applications.
- A degree in the related field of study, BS in Manufacturing Engineering preferred.
- Work hours to be performed on-site (minimal work-from-home).
- Work directly with assemblers and manufacturing engineers to determine document content.
- Obtain illustrations using digital cameras, modeling software, and illustration software.
- Revise existing documents to conform to engineering and process changes.
- Check own and peer writer documents for accuracy and completeness.
- Work with a proprietary enterprise data management system to publish or revise documents.
- 3 Days Ago
Janitorial Worker
- Chatelier Consultant Group
-
Middlebury, CT
FULL_TIME
- Overview: We are seeking a dedicated Janitor to join our team. The ideal candidate will be responsible for maintaining a clean and orderly environment. Responsibilities: - Perform general cleaning tas...
- 3 Days Ago
Senior SMT Process Engineer
- SUPPLY CHAIN MANAGEMENT CONSULTANT
-
Seymour, CT
FULL_TIME
- A privately held, completely state-of-the-art Electronic Manufacturing Services (EMS) provider that has been in business for 40 years. We are relentless with our continuous improvement philosophy as w...
- 9 Days Ago
SMT Process Engineer
- SUPPLY CHAIN MANAGEMENT CONSULTANT
-
Seymour, CT
FULL_TIME
- SUMMARYDevelop and manage SMT assembly, soldering processes, and associated staff in medium volume/high-mix printed circuit board assembly operation for complex quality class 2/3 assemblies. DUTIES AN...
- 9 Days Ago
Facilities Manager
- SUPPLY CHAIN MANAGEMENT CONSULTANT
-
Seymour, CT
FULL_TIME
- Benefits: 401(k) Dental insurance Health insurance Vision insurance SUMMARY: Responsible for managing the entire facility, including production equipment, building maintenance, and grounds upkeep by p...
- 12 Days Ago
Receiving Clerk
- SUPPLY CHAIN MANAGEMENT CONSULTANT
-
Seymour, CT
FULL_TIME
- Benefits: 401(k) 401(k) matching Bonus based on performance Dental insurance Health insurance Vision insurance Summary: Performs receiving functions, along with the appropriate transactions to maintai...
- 1 Month Ago
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0 Estate Planning Consultant jobs found in New Haven, CT area
Financial Sales Professional
- New York Life
-
Melville, NY
- Job Description Job Description We are seeking Financial Professionals to work with clients to identify, outline and ach...
- 4/26/2024 12:00:00 AM
Multimodal Transportation Manager
- City of Atlanta
-
Stamford, CT
- Job Description Multimodal Transportation Manager ( **Job Number:** 210721 ) Advance/Implement Action Plan for Safer Str...
- 4/26/2024 12:00:00 AM
Inbound Sales
- Sheryll Law, PC
-
Riverhead, NY
- Description We are a small, rapidly growing Trusts and Estate Planning Law Firm in Riverhead, NY, looking for a Salesper...
- 4/26/2024 12:00:00 AM
Trusts and Estate Planning attorney
- Cona Elder Law
-
Melville, NY
- Grow with Long Island's award winning Elder Law & Trust & Estate Planning Firm. Long Island based cutting edge, award wi...
- 4/26/2024 12:00:00 AM
Financial Sales Professional
- New York Life
-
Medford, NY
- Job Description Job Description We are seeking Financial Professionals to work with clients to identify, outline and ach...
- 4/26/2024 12:00:00 AM
Paraplanner - Financial Services
- WMGNA,LLC
-
Farmington, CT
- WMGNA, LLC, a top 20 Hartford County Registered Investment Advisory firm, employs a unique method of subscription based ...
- 4/26/2024 12:00:00 AM
Trusts and Estate Planning attorney
- Cona Elder Law
-
Melville, NY
- Grow with Long Island's award winning Elder Law & Trust & Estate Planning Firm. Long Island based cutting edge, award wi...
- 4/25/2024 12:00:00 AM
Senior Director, Yale School of Medicine - West Campus Development
- Helbling, a ZRG company
-
New Haven, CT
- Position Focus Under broad guidelines established by the University and reporting to the Associate Vice President for Ca...
- 4/23/2024 12:00:00 AM
About New Haven, Connecticut
New Haven is a coastal city in the U.S. state of Connecticut. It is located on New Haven Harbor on the northern shore of Long Island Sound in New Haven County, Connecticut, and is part of the New York metropolitan area. With a population of 129,779 as determined by the 2010 United States Census, it is the second-largest city in Connecticut after Bridgeport. New Haven is the principal municipality of Greater New Haven, which had a total population of 862,477 in 2010.
New Haven was the first planned city in America. A year after its founding by English Puritans in 1638, eight streets were laid o...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$106,776 to $155,181
New Haven, Connecticut area prices
were up 1.7% from a year ago
were up 1.7% from a year ago
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