Estate Planning Consultant jobs in Rockford, IL

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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Workday Adaptive Planning Consultant (Remote)
  • Assistnow Inc
  • Tamil Nadu, IL PART_TIME
  • AssistNow is hiring Workday Adaptive Planning - Consultant ( Part Time)


    Experience : 5 Years



    Duties and Responsibilities

    • Implementing budgets, forecasts, and reports within Adaptive Planning 
    • Analyzing financial/workforce models and reports (spreadsheet/non-spreadsheet-based models) and translating those models into Adaptive Planning
    • Provide technical guidance (design, model, configuration, troubleshooting, etc.) for the Adaptive suite of products
    • Maintain proficiency and certification in the Adaptive Planning solution suite
    • Develop and enhance the existing Adaptive Planning product offering 

    Required Skills/Experience



    • Must hold Adaptive Planning certification
    • Certification in both Adaptive Implementation and Workday Financials is a plus
    • 2 years of experience with atleast one end to end implementation of Adaptive Planning 
    • Strong financial and/or management accounting background
    • Passion for providing exceptional customer service
    • Ability to effectively manage against timelines and goals
    • Excellent verbal and written communication skills
    • Business analysis and requirements gathering abilities
    • Well organized and detail-oriented 


    Location: Remote support to US Customers

    Apply now »

  • 13 Days Ago

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Grant Compliance Specialist
  • Region 1 Planning Council
  • Rockford, IL FULL_TIME
  • Job Title: Grant Compliance Specialist FLSA Job Status: Non-Exempt (Hourly) Job Summary. The Grants Compliance Specialist will assist the R1 Leadership Team in post-award tracking and reporting of sta...
  • 15 Days Ago

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Economic Development Planner
  • Region 1 Planning Council
  • Rockford, IL FULL_TIME
  • Region 1 Planning Council (RPC) is hiring an Economic Development Planner to join the team. This position is responsible for research and planning, grant writing, performance metrics, record keeping, ...
  • 18 Days Ago

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Transit Planner
  • Region 1 Planning Council
  • Rockford, IL FULL_TIME
  • Job Summary. The Transit Planner assists Region 1 Planning Council (R1) and Rockford Mass Transit District (RMTD) in operational and planning activities related to fixed route and demand-response serv...
  • 5 Days Ago

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Home Care Aide NEEDED For Elderly Veteran In Stockton, IL
  • Care Planning Institute, Inc
  • Stockton, IL PART_TIME
  • We are a home care aide servcies agency that has been in business since 2007 and help elderly people stay safe and well in their homes. We provide home care services in 15 states. We also offer same d...
  • 7 Days Ago

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Home Care Aide NEEDED For Elderly Veteran In Harrison, IL
  • Care Planning Institute, Inc
  • Harrison, IL PART_TIME
  • We are a home care aide servcies agency that has been in business since 2007 and help elderly people stay safe and well in their homes. We provide home care services in 15 states. We also offer same d...
  • 7 Days Ago

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0 Estate Planning Consultant jobs found in Rockford, IL area

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Apartment Leasing Consultant
  • A Property Management Company
  • DeKalb, IL
  • Job Description Job Description Experienced Leasing Consultant / Leasing Agent / Leasing Professional Are you ready to j...
  • 4/22/2024 12:00:00 AM

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Leasing Consultant- Amber Manor
  • Elmington
  • Dekalb, IL
  • Elmington Property Management is seeking a rockstar Leasing Consultant in Dekalb, IL for a beautiful affordable property...
  • 4/22/2024 12:00:00 AM

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Business Office Manager
  • Beloit Health and Rehabilitation Center
  • Beloit, WI
  • Beloit Health and Rehab is seeking for a highly motivated, compassionate and energetic Business Office Manager (BOM) to ...
  • 4/21/2024 12:00:00 AM

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Property Manager
  • Rely Services, Inc.
  • DeKalb, IL
  • Job description RELY Services is looking for an experienced Property Manager to lead and oversee the work of employees i...
  • 4/21/2024 12:00:00 AM

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Apartment Leasing Consultant
  • Career Strategies
  • DeKalb, IL
  • Job Description Job Description Career Strategies is hiring an Apartment Leasing Consultant for an Apartment Community i...
  • 4/20/2024 12:00:00 AM

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Assistant Facility Manager - Recycled Metals
  • I.K. Hofmann USA, Inc.
  • Rockford, IL
  • Position Overview: The Assistant Facility Manager plays a vital role in the metal recycling industry by supervising all ...
  • 4/19/2024 12:00:00 AM

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Residential Sales Consultant (Outside Sales)
  • Superior Roofing Inc.
  • Belvidere, IL
  • Job Description Job Description Job description Company Overview: Superior Roofing is a leading roofing company servicin...
  • 4/19/2024 12:00:00 AM

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Critical Facility Engineer
  • Meta
  • Dekalb, IL
  • Meta is seeking a data center Critical Facility Engineer to join our Data Center Facility Operations team. Our data cent...
  • 4/18/2024 12:00:00 AM

Rockford is a city in Winnebago County in the U.S. state of Illinois, in far northern Illinois. Located on the banks of the Rock River, Rockford is the county seat of Winnebago County (a small portion of the city is located in Ogle County). The largest city in Illinois outside of the Chicago metropolitan area, Rockford is the third-largest city in the state and the 171st most populous in the United States According to 2010 U.S. Census Data, the City of Rockford had a population of 152,871, with an outlying metropolitan area population of 348,360. The City of Rockford's population is 147,051...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$96,682 to $140,512
Rockford, Illinois 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