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)
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:
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0 Estate Planning Consultant jobs found in Racine, WI area