Estate Planning Consultant jobs in Portsmouth, OH

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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Director of Institutional Research and Planning
  • Morehead State University
  • Morehead, KY FULL_TIME
  • Posting Details

    Job Title
    Director of Institutional Research and Planning

    Posting Number
    S01286P

    Type of Appointment
    FTF; Full-Time Fixed

    Posting Category
    Professional (Non Faculty)

    Funding Information

    MSU Salary Grade
    725

    Salary Range for Job Posting

    Recruitment Recommendations

    Anticipated Employment Start Date for Position
    07/01/2024

    Open Date
    03/04/2024

    Close Date
    04/05/2024

    Open Until Filled
    Yes

    Position details

    Advertisement Wording
    The Office of Planning, Performance & Effectiveness at Morehead State University is accepting applications for a full-time position as a Director of Institutional Research and Planning. The anticipated start date is July 1, 2024.
    Morehead State University is located in Morehead, KY, a designated Kentucky Trail Town, nestled in the Daniel Boone National Forest, in close proximity to Cave Run Lake. This location provides opportunities for a wide range of outdoor recreation activities. Morehead State University is recognized as one of the top public universities in the South by U.S. News & World Report. Additionally, Morehead State University is relatively close to a number of larger cities including Lexington, KY, Louisville, KY, and Cincinnati, OH. Morehead State University delivers a strong and affordable education for friendly, ambitious students who thrive in a student-focused learning environment defined by small class sizes and faculty committed to teaching and student success.
    RESPONSIBILITIES: Reporting to the President, the Director of Institutional Research and Planning is charged with providing operational leadership, direction, and administration of the area. The Director assists with university plans, institutional and program assessment, and leads institutional research. The Director exercises a high degree of responsibility, judgment, and initiative in identifying appropriate information, policies, and their relationship to internal and external practices. The Director represents the University with external constituencies and actively participates in university leadership through collaboration with the President, vice presidents, human resources, deans, department chairs, faculty, staff and federal, state, and agency officials. The Director is a member of the President’s Senior Cabinet and Leadership Council, participates in overall University planning, research and assessment efforts and decision making and interacts daily with other administrators, faculty, and staff regarding institutional issues.
    REQUIREMENTS: Master’s degree with at least three years of progressive leadership experience in a postsecondary education setting within an institutional research, planning, or assessment environment. Demonstrated experience using research and analysis of data to assist senior leadership in effective decision-making; excellent planning, analytical, and organizational skills; high proficiency with query/report writing and microcomputer applications (including SPSS); ability to write, speak and present information clearly and concisely; demonstrated ability to effectively lead staff and work in a team environment; demonstrated ability to design and implement research of varying complexity on institutional policy issues; ability to manage multiple tasks and deadlines with attention to detail and accuracy; and ability to work effectively with colleagues from a service orientation.
    PREFERRED QUALIFICATIONS: Earned doctorate in statistics, program assessment/evaluation or master’s degree with a minimum of four years of experience in institutional research, program evaluation, assessment, educational research and planning. A sophisticated understanding of higher education policy issues at both the national and state levels; broad college/university administrative experience that includes involvement in academic affairs, student success initiatives, administrative support service, and general administrative functions.
    SPONSORSHIP: This position is not budgeted for Visa Sponsorship.
    Morehead State University is a comprehensive, regionally focused university providing high quality instruction at the undergraduate and graduate levels. The University has an enrollment of over 9,000 students. To apply, visit: https://moreheadstate.peopleadmin.com and complete the MSU Application for Employment along with a cover letter, resume, and the name and contact information for three references. Review of applications will begin after the close date and continue until the position is filled. For preferred consideration, apply by April 5, 2024. Contact the Office of Human Resources at (606) 783-2097 should you have questions about our online application. Please contact Chris Beckham, the search committee chair, at c.beckham@moreheadstate.edu for questions regarding this position. MSU is an Equal Opportunity, Affirmative Action employer. Minorities, women, veterans, and individuals with disabilities are encouraged to apply.

    Organizational Relationships
    The Director reports directly to the President. Collaborates on a regular basis with the members of the President’s Cabinet, Deans, Directors, Human Resources, and faculty/staff. Communicates externally with peers from other institutions and staff at the Kentucky Council on Postsecondary Education and other external groups.

    Physical Requirements
    n/a

    Working Conditions
    Work is normally performed in a typical interior/office work environment. No or very limited physical effort required. No or very limited exposure to physical risk. The Director is provided with adequate office facilities and support staff to complete planning, research and assessment functions.
  • 2 Months Ago

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Work Control Planning Supervisor (HR-5704)
  • Fluor-BWXT
  • Piketon, OH FULL_TIME
  • Work Control Planning Supervisor Job Code: WRKCTRL03 Grade Level: 13 (Exempt) PER FPB Policy FBP-HR-PRO-00001: Internal employees must be in current position for (1) year or greater to be eligible to ...
  • 24 Days Ago

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Real Estate Agent Salesperson
  • RE/MAX ONE
  • Winchester, OH FULL_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 ...
  • 10 Days Ago

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Sales consultant
  • Victra
  • Jackson, OH FULL_TIME
  • Sales Consultant When you join Victra Victra is Verizon's largest premium retailer in the United States. We are seeking Sales Consultants who deliver world-class service to Every Guest. Every Time. Fr...
  • 1 Day Ago

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Sales consultant
  • Victra
  • Portsmouth, OH FULL_TIME
  • Sales Consultant When you join Victra Victra is Verizon's largest premium retailer in the United States. We are seeking Sales Consultants who deliver world-class service to Every Guest. Every Time. Fr...
  • 2 Days Ago

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Sales Consultant
  • Rural King Supply
  • Maysville, KY OTHER
  • About us Rural King Farm and Home Store strives to create a positive and rewarding workplace for our associates. We offer opportunities for growth, competitive benefits, a people first environment, an...
  • 25 Days Ago

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0 Estate Planning Consultant jobs found in Portsmouth, OH area

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Financial Representative
  • The Western and Southern Life Insurance Company
  • Portsmouth, OH
  • Explore Your Future at Western & Southern Life Do you have a desire to be part of a team of talented people who are driv...
  • 5/14/2024 12:00:00 AM

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KFC Restaurant General Manager
  • KFC
  • New Boston, OH
  • Looking for a rewarding career in the fast-food industry? KBP Foods, a leading franchisee of KFC, is hiring a Restaurant...
  • 5/14/2024 12:00:00 AM

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RESIDENTIAL MANAGER
  • BrightSpring Health Services
  • Thurman, OH
  • Our Company ResCare Community Living Overview Operations Management focuses on efficiently meeting the needs of our clie...
  • 5/14/2024 12:00:00 AM

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KFC Shift Manager
  • KFC
  • New Boston, OH
  • Join KBP Foods' KFC franchise as a Shift Manager and lead a dedicated team in delivering exceptional customer service at...
  • 5/14/2024 12:00:00 AM

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KFC Restaurant General Manager
  • KFC
  • Portsmouth, OH
  • Looking for a rewarding career in the fast-food industry? KBP Foods, a leading franchisee of KFC, is hiring a Restaurant...
  • 5/14/2024 12:00:00 AM

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KFC Shift Manager
  • KFC
  • Portsmouth, OH
  • Join KBP Foods' KFC franchise as a Shift Manager and lead a dedicated team in delivering exceptional customer service at...
  • 5/14/2024 12:00:00 AM

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Property Manager
  • Homeland Investment Group, LLC
  • Waverly, OH
  • Job Description Job Description We are seeking a Property Manager to become a part of our team! You will help plan and f...
  • 5/11/2024 12:00:00 AM

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Wendys Crew Member - Lucasville OH 45648
  • Schmidt Family Restaurant
  • Lucasville, OH
  • EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for e...
  • 5/10/2024 12:00:00 AM

Portsmouth is a city in and the county seat of Scioto County, Ohio, United States. Located in southern Ohio 41 miles (66 km) south of Chillicothe, it lies on the north bank of the Ohio River, across from Kentucky, just east of the mouth of the Scioto River. The population was 20,226 at the 2010 census. Portsmouth is at the confluence of the Ohio, Scioto, and Little Scioto rivers. It is a midway point among four major cities: Charleston, West Virginia, Cincinnati and Columbus, Ohio; and Lexington, Kentucky, each of which are approximately ninety miles away (roughly a two-hour drive). Much of t...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$90,546 to $131,596
Portsmouth, Ohio 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