Estate Planning Consultant jobs in Portland, ME
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
Business Planning Consultant
- Robert Half
-
New York, NY
OTHER
- Job Title: Business Planning AnalystWork Schedule: Hybrid (On-site Two Days a week) Job Summary:We are looking for a proficient problem-solver who excels in creating action plans based on business needs. The Business Planning Analyst will be responsible for documenting, analyzing, and eliciting business and technical needs across multiple business units. This role requires exceptional communication skills and the ability to communicate technical and business requirements effectively. The successful candidate will be instrumental in generating various types of business status, performance, and forecasting data and reports, supporting management, account officers, and planning team members.Major Responsibilities:Confirm that complex requirements are executable, testable, and complete, rather than ambiguous.Document and elicit requirements through user stories, use cases, process flow diagrams, etc.Collaborate and build trusted relationships with business units, development teams, and other stakeholders to gather, analyze, and prioritize requests.Comfortable with Agile methodology.Must be able to communicate to all levels in an organization, possess strong problem-solving skills, be adaptable, flexible, proactive, and willing to take ownership.Background working with a variety of simple to complex projects.4 years of business analysis experience.Ability to write basic to moderately complex SQL queries, as well as technical skills including Word, Excel, PowerPoint, Visio, and Jira (or similar tool).Demonstrated ability to elicit and document requirements in a clear and concise manner.Bachelor's Degree in Computer Science, Management Information Systems, Business Administration or equivalent work experience.Summary:The Business Planning Analyst will handle business planning matters in ACBD1. Responsibilities include generating various types of business status, performance, and forecasting data and reports, collaborating with stakeholders, and participating in credit control and business infrastructure initiatives. The ideal candidate will possess strong computer skills, organizational abilities, communication skills, and a customer-oriented mindset.Compliance:The individual in this role is responsible for maintaining awareness and compliance with banking laws, regulations, and internal policies. Compliance training and adherence to the Bank’s “Code of Conduct” are mandatory.Specifications:Minimum qualifications include proficiency in spreadsheets and data management software, organization and planning skills, excellent communication abilities (in English and Japanese), customer orientation, team orientation, flexibility to work variable hours, and a commitment to quality customer service. Diplomacy, tact, discretion, and confidentiality are essential attributes for success in this role.
- 7 Days Ago
Executive Director - Regional Planning and Economic Development
- Southern Maine Planning & Development Commission
-
Saco, ME
FULL_TIME
- The Southern Maine Planning and Development Commission (SMPDC) is seeking an experienced, effective, and knowledgeable leader to become the Executive Director of the organization. This position will b...
- 22 Days Ago
Health Care Associate
- Maine Family Planning
-
Augusta, ME
PART_TIME
- MFP is seeking a Health Care Associate to work 3 days a week (22.50 hours) on Mondays, Wednesdays, and Fridays at our Augusta clinic. The Health Care Associate assists family planning providers in the...
- 22 Days Ago
Service Advisor
- Gosline Retirement Planning
-
Farmingdale, ME
FULL_TIME
- Do you have superior customer service skills and a great work ethic that you want to contribute to an established and continually growing office? Our fast-paced financial firm in Farmingdale, ME is lo...
- 23 Days Ago
Medical Assistant
- Maine Family Planning
-
Augusta, ME
FULL_TIME
- MFP is seeking a full time Medical Assistant to work in our Center for Reproductive Health (CRH) and family planning. Candidate must be willing to frequently travel in central and western Maine. The M...
- 13 Days Ago
Medical Assistant
- Maine Family Planning
-
Lewiston, ME
FULL_TIME
- Maine Family Planning is seeking a full time Medical Assistant for our Lewiston location. Position Summary: The Medical Assistant assists family planning providers in the delivery of administrative an...
- 1 Month Ago
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0 Estate Planning Consultant jobs found in Portland, ME area
Senior Accountant, Tax - High Net Worth
- Wipfli LLP
-
South Portland, ME
- At Wipfli, people count The way you think makes you different. At Wipfli, we embrace that. Our inclusive culture provide...
- 4/25/2024 12:00:00 AM
Property Manager
- WaterCrest Motel and Cottages
-
Wells, ME
- Job Description Job Description Property Manager – Summary Of Responsibilities The Property Manager (PM) is responsible ...
- 4/25/2024 12:00:00 AM
Community Case Manager
- Group Main Stream
-
Westbrook, ME
- Job Description Job Description *$2,500 Sign On Bonus payable after 90 days of employment* Would you like to inspire peo...
- 4/24/2024 12:00:00 AM
Residential Manager $1500.00 Sign-On Bonus
- Group Main Stream
-
Westbrook, ME
- Job Description Job Description The Residential Manager is responsible for the daily operations of his/her assigned prog...
- 4/23/2024 12:00:00 AM
Facility Technician - Portland, ME
- Spare Time Entertainment
-
Portland, ME
- Job Responsibilities Interact professionally by using Spare Time Service Standards (Code S.E.R.V.E.) Assist with tasks g...
- 4/23/2024 12:00:00 AM
Resident Caregiver
- The Enclave Of Scarborough
-
Scarborough, ME
- Make a difference in the lives of others while personally thriving! Join Bridge Senior Living - APPLY TODAY!! Now Hiring...
- 4/23/2024 12:00:00 AM
Assistant Property Manager
- Equity LifeStyle Properties, Inc.
-
Wells, ME
- The Assistant Property Manager works alongside the Property Manager to run the day-to-day operations of the property. Th...
- 4/23/2024 12:00:00 AM
New tech brokerage hiring 100 ME real estate agents in 30 days
- Realty Connect
-
Scarborough, ME
- Keep your ME license Active for only $100 a year without paying MLS fees or Realtor® dues. (YES, really!) Realty Connect...
- 4/22/2024 12:00:00 AM
About Portland, Maine
Portland is a city in the U.S. state of Maine, with a population of 67,067 as of 2017. The Greater Portland metropolitan area is home to over half a million people, more than one-third of Maine's total population, making it the most populous metro in northern New England (an area comprising the states of Maine, New Hampshire, and Vermont). Portland is Maine's economic center, with an economy that relies on the service sector and tourism. The Old Port district is known for its 19th-century architecture and nightlife. Marine industry still plays an important role in the city's economy, with an a...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$97,870 to $142,238
Portland, Maine area prices
were up 1.6% from a year ago
were up 1.6% 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