Estate Planning Consultant jobs in Illinois
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
Planning & Design Manager (Real Estate)
- Fairlawn Real Estate
-
Champaign, IL
FULL_TIME
-
Description
We are seeking a highly motivated Planning & Design Manager to join the Fairlawn Development team in either Chicago, IL, or Champaign, IL. The ideal candidate will embody Fairlawn’s core values: Be Kind, Own It, Be Flexible, and Always Improve.
The Planning & Design Manager is a newly created role designed to spearhead the feasibility, design, planning, and oversight aspects of our real estate development and renovation projects. The role will report directly to the Chief Investment Officer and support the seamless integration of planning and design within our development initiatives. This individual will play a key role in translating our vision into tangible and sustainable real estate developments.
We are looking for an experienced design professional to lead our design process, collaborate with cross-functional teams, and ensure that our projects align with Fairlawn’s commitment to creating better places. The Planning & Design Manager’s role begins with project feasibility and is an integral player in each step of the development process, through certificate of occupancy and beyond.
Fairlawn is a fast-growing real estate firm with over 130 team members and over 5,000 units throughout Illinois and Indiana, and over 900 units under development/construction. If you have a passion for people and take pride in all the details, our Planning & Design Manager role may be perfect for you!
Requirements
What will you do?- Conduct feasibility studies and site analyses to inform project viability and potential challenges.
- Develop comprehensive project plans and program statements that align with company goals and regulatory requirements.
- Recruit, pre-qualify, and engage outside architectural and engineering firms to work on specific projects.
- Lead the design process, collaborating with architects, engineers, and other stakeholders.
- Be the Fairlawn expert in land planning concepts and building design.
- Act as primary liaison with our external architects from the test fit/schematic design phase through construction administration and certificate of occupancy.
- Assist in developing preliminary project budgets based on industry information and past project data, in order to support economic feasibility analysis.
- Ensure that designs meet aesthetic, functional, economic, and sustainable criteria.
- Assemble the project team for each project, delegate responsibilities and tasks to team members, and ensure successful completion.
- Create and monitor the design project schedules for the projects under your responsibility, determining the critical path to completion, and ensuring the project stays on track to be completed on time and on budget.
- Stay abreast of local zoning regulations and building codes, periodically conduct zoning and building code research, and interpret and apply relevant building codes as needed.
- Work closely with the overall development team during the entitlement process to obtain necessary approvals and permits.
- Assist in managing project budgets throughout the design process and construction period.
- Coordinate project material selections, including finishes, fixtures, furniture, and equipment, to maintain aesthetic and budgetary goals.
- Identify value engineering and cost-saving opportunities without compromising quality.
- Present design concepts to stakeholders and gather feedback for refinement.
- Work with Fairlawn’s internal marketing team and outside vendors to procure renderings, floorplans, and other marketing materials required for investment memorandums, community engagement, and leasing/marketing efforts.
- Implement quality control processes to ensure adherence to design standards.
- Conduct regular site visits to assess project progress.
- Regularly assess and respond to design and constructability questions from the construction team.
- Review, redline and coordinate designs created by outside architects and engineers and respond to and coordinate RFI’s and submittal requests during the construction process.
- Lead presentations to internal and external stakeholders.
- Provide consistent and timely communication of project information to and from the project team.
- Maintain existing building documentation and facilitate as-built drawing creation.
- Prepare and ensure the accuracy of technical documents and contracts.
- Create and implement a comprehensive QA/QC plan to be applied to all drawing sets and submissions.
- Perform other ad hoc duties as assigned.
- Competitive Pay Bonus Opportunity. We are ready to invest in you!
- Medical, Dental, Vision, and Life Insurance - Starting on First Day of Employment - to access care for positive health outcomes and your overall well-being
- Employee-sponsored benefits including Short Term Disability, Life Insurance, Critical Illness, Accident, Flexible Spending, and H.S.A. Accounts to avoid costly medical expenses due to gaps and ensure that all your medical needs are met
- 401(k) Retirement Plan with Match to invest in your future wealth and retirement
- Paid Vacation, Sick Leave, and Holiday Pay to help you reset and come back rejuvenated and refreshed
- Monthly company events to promote team cohesion
- Wellness Days to focus on being your best self. We want you to have time to disconnect and recharge in a way that works for you
- The opportunity to work for a growing organization where you are valued and can have a direct impact
- Quarterly off-site meetings with your manager to celebrate wins, and issue solving and ensure you are set up for success. Plus, the process is rewarding, and the results are great for your career
- Bachelor’s or Master’s in Urban Planning, Architecture, Civil Engineering, or a related field.
- 5 years of experience as an architecture project manager, with multifamily and commercial ground-up construction and renovation experience.
- Active Architecture License in the State of Illinois is a plus.
- Software: Strong knowledge of AutoCAD, Sketchup, Microsoft Office, and Adobe Suite or similar, and can easily adapt to changing technology. Experience with Revit is preferred but not required.
- Excellent project management skills with a track record of delivering projects on time and within budget.
- Strong interpersonal skills with the demonstrated ability to work with a diverse range of personalities and the ability to collaborate, communicate effectively, and multitask.
- Leadership skills with the ability to plan, prioritize, organize, and manage workload.
- Ability to handle multiple projects at one time, each in different stages of production.
- Understanding and interest in the technical aspects of building design and construction including a thorough understanding of construction and all aspects of building science.
- Mastery of construction documentation, coordinating drawings and specifications with engineering disciplines.
- High level of skill in reading and interpreting construction plans
- Highly effective written and verbal communication skills
- Experience working with local governmental agencies and building/zoning code officials to ensure smooth project progress through permitting.
- Embody our core values: Be Kind, Be Flexible, Own It, and Always Improve
- Valid driver’s license and reliable transportation. Limited in-town usage of personal vehicle for errands, any out-of-county personal mileage reimbursed at the Federal rate.
- Availability to work longer hours and weekends during peak times for your department.
- Must be able to complete the physical functions of the position (including lifting requirements if any).
- Executes tasks independently, maintains concentration/focus on tasks
- The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations
- The ability to observe details at close range (within a few feet of the observer)
- Occasionally moving objects up to 15 pounds about the office
- Ability to communicate orally with customers, vendors, management, and other co-workers
- Regular use of the telephone and e-mail for communication is essential
- Hearing, vision, and speaking within normal ranges are essential for normal conversations, receiving ordinary information, and preparing or inspecting documents
- Good reasoning ability is important. Able to understand and utilize management reports, memos, and other documents to conduct business
- The job is performed indoors in a traditional office setting. Activities include extended periods of sitting while working at a computer and fast-paced operations and events
IND123 - 7 Days Ago
Planning consultant
- Fidelity Investments
-
Highland, IL
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, ...
- 8 Days Ago
Estate Planning Associate Attorney
- BCG Attorney Search
-
Mount Prospect, IL
FULL_TIME
- Practice Area: Estate & Tax Planning,Trusts and Estates,Trusts and Estates - General, Job Type: Attorney,Firm Type: Law Firm, Experience: 3 Years, Mount Prospect office of a BCG Attorney Search Top Ra...
- 4 Days Ago
Estate Planning Attorney
- BCG Attorney Search
-
Barrington, IL
FULL_TIME
- Practice Area: LitigationTrusts & EstatesDefense,LitigationTrusts & Estates,LitigationTrusts & EstatesPlaintiffs,Trusts and Estates,Elder Law,Estate & Tax Planning,Probate,Trusts and EstatesGeneral, J...
- 5 Days Ago
Estate Planning & Administration Attorney
- McGrath Law Office, P.C.
-
Morton, IL
FULL_TIME
- Join Our Dynamic Legal Team in Central Illinois!McGrath Law Office, P.C., a leading law firm in central Illinois, is looking for a talented attorney to join our dynamic team. If you have a passion for...
- 6 Days Ago
Estate Planning Attorney
- BCG Attorney Search
-
Wheaton, IL
FULL_TIME
- Practice Area: Estate & Tax Planning,Trusts and Estates,Trusts and Estates - General, Job Type: Attorney,Firm Type: Law Firm, Experience: 8 Years, Wheaton office of our client is seeking an Estate Pla...
- 7 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 Illinois
Illinois (/ˌɪlɪˈnɔɪ/ (listen) IL-ih-NOY) is a state in the Midwestern and Great Lakes region of the United States. It has the fifth largest gross domestic product (GDP),
the sixth largest population, and the 25th largest land area of all U.S. states. Illinois is often noted as a microcosm of the entire United States. With Chicago in northeastern Illinois, small industrial cities and immense agricultural productivity in the north and center of the state, and natural resources such as coal, timber, and petroleum in the south, Illinois has a diverse economic base, and is a major transportation hu...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$101,676 to $147,772
Most Popular Cities in Illinois for Estate Planning Consultant Jobs
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