Estate Planning Consultant jobs in California
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
Sr. Director - Corporate Capital Planning & Real Estate
- VIR Consultant LLC
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Novato, CA
FULL_TIME
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Role: Sr. Director, Corporate Capital Planning & Real Estate
Location: Novato, California
Summary- The Senior Director, Corporate Capital Planning and Real Estate will be responsible for providing strategy and direction for this growing corporate function. The Senior Director will be responsible for directing and controlling the activities of the Strategic Facility Planning Process, Corporate Capital Portfolio Management for all Client's, Northern California campuses, planning and design and PM Practices, Corporate Engineering Standards and Specifications as well as the development of the global capital long range plan.
- The Senior Director will also be responsible for Client's capital investment governance and business processes to ensure proper evaluation, cross-functional review and decision-making related to Client's global capital investments.
- The Senior Director in conjunction with the CFE Heads will be responsible in building a global engineering community that fosters a Client's Engineering community, oversees global cross functional initiatives and best practices, and facilitates cross functional engineering talent review.
- Lead the identification, review, and evaluation of strategic capital initiatives (lab, office, manufacturing) to support the Corporate Strategy and present scenario options and recommendations for review/approval by senior management.
- Lead his/her function to ensure successful planning of corporate capital projects and useful reporting to senior management, including preparing for and facilitating the Strategic Capital Investment Planning (CRT, SCIP, eSCIP) meetings.
- Actively participate and drive the Long-Range Plan (LRP) process to establish goals, objectives, and deliverables for the future of the organization.
- Maintain oversight accountability for the global Real Estate process that include acquisitions and divestitures, lease management including coordination of global tenant improvement plans
- Ensure effective management of all CAPEX projects related to our International offices and ensure a healthy relationship (strategic alliance) is maintained with associated service providers.
- Ensure effective oversight of all parcel and zoning analyses, entitlements and related permitting, environmental impact studies, traffic and parking assessments, and amenities planning.
- Maintain capability to perform workplace and laboratory supply/demand modelling in support of current and future enterprise requirements.
- Evaluate capability, facility and infrastructure gaps and ensure feasibility assessments in support of our long-term infrastructure goals
- The Senior Director will need to build partnerships throughout the organization, to regularly educate and influence cross-functional members of senior and executive management.
- Manage, coach, and develop staff to maximize their capability and contribution to provide high quality deliverables.
- Ability to present strategic options and recommendations by analyzing a complex set of inputs and providing a compelling business case with rationale supported by financial research (sound business acumen).
- Experienced leader who has led an organization through a sustained period of tremendous growth.
- Ability to directly understand or leverage relationships/expertise of others to understand implications of corporate level decisions.
- Demonstrated track record of successful global management of multiple capital project-related functions.
- 10 years of Biotech/Pharmaceutical industry experience preferred.
- Requires minimum of 10 years of escalating management responsibilities of both people and functions.
- College degree required.
- MBA or some post-graduate business education preferred.
- 3 Days Ago
Planning consultant
- Fidelity Investments
-
Pasadena, CA
FULL_TIME
- Job Description Planning Consultant As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, ...
- 11 Days Ago
Planning consultant
- Fidelity Investments
-
Los Angeles, CA
FULL_TIME
- Job Description Planning Consultant As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, ...
- 23 Days Ago
Instructional Aide Extraordinaire
- Tamara M. Polley, Estate Planning Attorney
-
Sonora, CA
PART_TIME
- WANTED: INSTRUCTIONAL AIDE EXTRAORDINAIRE We are looking for an awesome person who will provide one to one assistance during the 2024-2025 school year to a fabulous young man with Down Syndrome. Someo...
- 3 Days Ago
Administrative Assistant/Reception
- Santa Barbara Estate Planning & Elder Law
-
Santa Barbara, CA
FULL_TIME,PART_TIME
- Welcome to Santa Barbara Estate Planning & Elder Law where we're not just redefining the legal landscape-we're creating a workplace where your talents are the driving force. We are a growing estate pl...
- 6 Days Ago
Estate Planning Attorney
- Eastridge
-
San Diego, CA
FULL_TIME
- Eastridge Workforce Solutions legal team is recruiting for an experienced Estate Planning Attorney to join a successful, full-practice San Diego law firm. The estate planning attorney will handle esta...
- 3 Days Ago
Estate Planning Consultant jobs at Popular Companies
Estate Planner
- Gpac
-
Los Angeles, CA
- A prestigious boutique law firm seeks an exceptional Attorney with extensive experience in Estate Planning. We're curren...
- 6/10/2024 12:00:00 AM
Estate Planner
- Baird
-
Dallas, TX
- Challenge your thinking and build an amazing career with the best people in the financial services industry! Baird's Fin...
- 6/10/2024 12:00:00 AM
Estate Planning Attorney
- Tresp Law, APC
-
- Job Description : Tresp Law, APC, seeks to add an Estate Planning Attorney with three to five years of demonstrable expe...
- 6/9/2024 12:00:00 AM
Community Sales Director
- Atria Senior Living
-
Carmichael, CA
- Responsibilities The Community Sales Director ("CSD") is responsible for achieving and exceeding the community's monthly...
- 6/9/2024 12:00:00 AM
Community Sales Director
- Atria Senior Living - El Camino Gardens
-
Carmichael, CA
- Overview: We create communities where employees thrive in their work, helping our residents thrive in their homes. We st...
- 6/9/2024 12:00:00 AM
Certified Financial Planner
- Financial Life Advisors
-
San Antonio, TX
- Financial Life Advisors (FLA) provides our clients with exceptional experiences where they receive customized ongoing gu...
- 6/8/2024 12:00:00 AM
Director of Sales
- Atria Senior Living
-
Carrollton, TX
- Responsibilities The Community Sales Director ("CSD") is responsible for achieving and exceeding the community's monthly...
- 6/8/2024 12:00:00 AM
Tax Manager Public Accounting
- Sable Group LLC
-
Beachwood, OH
- Job Description Job Description A boutique tax and accounting firm on the east side of Cleveland is looking for a self-s...
- 6/7/2024 12:00:00 AM
About California
California is a state in the Pacific Region of the United States. With 39.6 million residents, California is the most populous U.S. state and the third-largest by area. The state capital is Sacramento. The Greater Los Angeles Area and the San Francisco Bay Area are the nation's second and fifth most populous urban regions, with 18.7 million and 9.7 million residents respectively. Los Angeles is California's most populous city, and the country's second most populous, after New York City. California also has the nation's most populous county, Los Angeles County, and its largest county by area, S...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$109,628 to $159,328
Most Popular Cities in California for Estate Planning Consultant Jobs
What does an Estate Planning Consultant do?
Estate Planning Consultant in Grand Rapids, MI
This may mean that your estate or a specific gift may not pass to those that you had intended or wished.
January 02, 2020
Estate Planning Consultant in Appleton, WI
Find more Estate Planning Law near Estate Planning Consultants of Hawaii.
February 05, 2020
Estate Planning Consultant in Colorado Springs, CO
Purpose MCR is planning to greatly increase its existing pipeline of both medium and long term sites across the UK.
December 15, 2019