Estate Planning Consultant jobs in Racine, 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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Dynamics 365 Functional Finance Lead
  • Sunraj Consultant
  • Kenosha, WI FULL_TIME
  • Job Details

    Title: Dynamics 365 Functional Finance Lead

    Location: Kenosha, WI (Onsite: 1-3 days/week) | Remote (WFH) with Some travel as per need

    Duration: 6 months contract Contract to Hire

    Note: The candidate should be fine to work onsite from day one and Onsite 50% of the time, would consider remote but would still need to travel in for big meetings/deadlines. Candidates should be fine to go onsite at their own expense as per the client needs.

    Job description:

    Our client is looking for a Dynamic 365 Consultant. They are implementing Dynamics 365 and need consultants to support the effort. The go-live is planned for spring 2025. They are currently running JBA/JDA and upgrading to the D365.

    Responsibilities:

    • Be a functional ERP owner of all finance processes.
    • As a Dynamics 365 FINANCE FUNCTIONAL owner, you will be part of team that helps discover and define the problem statements, evaluates the solution options, and makes recommendations.
    • You will create detailed design, architecture, and process artifacts, including functional and technical specs, and implement per the plan.
    • Coordinates all testing process with business team for test cases and integrations like OANDA and SKGlobal.
    • You will also support training and knowledge transfer with the objective of providing value-adding solutions that enable our team to meet the changing needs of the global landscape.
    • Collaborate with business team members to assist in development of new solutions which solve business challenges.
    • Functional skills to manage Requirement gathering and detailing, fitment analysis, functional design, Integration functional testing, manage/support user acceptance testing, Training, and hyper care support.
    • Identifies existing inefficiencies, potential improvement opportunities, and critical differentiating business requirements.
    • Leads review of all business cases for new features for new Microsoft releases and for internal new requests
    • Leads regression testing for new code releases for all things Finance related.
    • At least 5 years of experience in D365 FO/AX Finance implementation & support.
    • Liaison with business users for new requests, evaluation, and owner of processes related to finance teams.
    • Leads regression testing for new code releases for all things Finance.
    • Strong interaction skills.
    • Working independently and in teams.
    • Excellent Analytical and Communication skills.
    • Knowledge of OANDA and SKGlobal a plus.
  • 1 Day Ago

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Direct Client - SAP Production Planning Consultant - Mundelein, IL (3 days per week) Need Locals Only - USC
  • Techgroup America Inc.
  • Mundelein, IL FULL_TIME
  • Job DetailsJOB DETAILS Position: SAP Production Planning ConsultantLocation: Mundelein, IL (3 days per week) Need Locals OnlyDuration: Long-term contract (potentially multi-year) VISA - GC Description...
  • 7 Days Ago

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Direct Client - SAP Production Planning Consultant - Mundelein, IL (3 days per week) Need Locals Only - USC
  • Techgroup America Inc.
  • Mundelein, IL FULL_TIME
  • Job DetailsJOB DETAILS Position: SAP Production Planning ConsultantLocation: Mundelein, IL (3 days per week) Need Locals OnlyDuration: Long-term contract (potentially multi-year) VISA - GC Description...
  • 7 Days Ago

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Part Time Real Estate Assistant
  • Better Homes and Gardens Real Estate Star Homes
  • Grayslake, IL PART_TIME
  • We have an opening for a part time office position, 5 days a week Monday through Friday, 4 hours a day from 9am to 1pm or 1pm to 5pm. The job is "in-person" at our Grayslake office, not a work from a ...
  • 22 Days Ago

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Planning Manager
  • Nielsen Massey Vanillas I
  • Waukegan, IL FULL_TIME
  • THE COMPANY Website: www.nielsenmassey.com Nielsen-Massey is a leader in the specialty foods world, specifically in the production and marketing of the world’s finest vanillas and flavors. The company...
  • 15 Days Ago

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Planning Manager
  • Nielsen Massey Vanillas I
  • Waukegan, IL FULL_TIME
  • THE COMPANY Website: www.nielsenmassey.com Nielsen-Massey is a leader in the specialty foods world, specifically in the production and marketing of the world’s finest vanillas and flavors. The company...
  • 15 Days Ago

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0 Estate Planning Consultant jobs found in Racine, WI area

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Retail Banking Manager - Branch Distribution Network Expansion
  • Team Recruiter Canada
  • Brookfield, WI
  • Job Description Job Description One of our major banking clients is looking for a Retail Banking Manager – Branch Distri...
  • 4/25/2024 12:00:00 AM

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Senior Associate Attorney
  • Krause Estate Planning & Elder Law Center
  • Brookfield, WI
  • Are You the One? Estate Planning and Elder Law firm with offices in Oregon, WI, Brookfield, WI, and Madison, WI is looki...
  • 4/24/2024 12:00:00 AM

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Associate Attorney
  • Crane & Merriman, PC
  • Milwaukee, WI
  • Job Description Job Description Location: Mott, North Dakota Open to having a relocation assistance discussion and open ...
  • 4/23/2024 12:00:00 AM

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Senior Advanced Planning Attorney
  • Northwestern Mutual Life Insurance Company
  • Milwaukee, WI
  • At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive diff...
  • 4/22/2024 12:00:00 AM

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Automotive Sales Associate
  • 1dodgecity
  • Brookfield, WI
  • **Schlossmann Dodge City Chrysler, Jeep, Ram, Wagoneer of Brookfield** seeks to hire and train an ambitious candidate in...
  • 4/22/2024 12:00:00 AM

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VP, Financial Consultant - Northbrook, IL
  • Charles Schwab
  • Round Lake, IL
  • Position Type: Regular Your opportunity At Schwab, youre empowered to make an impact on your career. Here, innovative th...
  • 4/22/2024 12:00:00 AM

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Underwriting Specialist (Commercial Middle Market)
  • CNA
  • Milwaukee, WI
  • You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive...
  • 4/21/2024 12:00:00 AM

Racine (/rəˈsiːn/ rə-SEEN) is a city in and the county seat of Racine County, Wisconsin, United States. It is located on the shore of Lake Michigan at the mouth of the Root River. Racine is located 22 miles south of Milwaukee. As of the 2010 U.S. census, the city had a population of 78,860, making it the fifth-largest city in Wisconsin. Its median home price of $103,625 makes it one of the most affordable cities in Wisconsin to buy a home. In January 2017, it was rated "the most affordable place to live in the world" by the Demographia International Housing Affordability survey. Racine is th...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$96,385 to $140,080
Racine, Wisconsin area prices
were up 1.8% 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