Estate Planning Consultant jobs in Vermont

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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Senior Consultant - Planning and Applications
  • Resource Systems Group
  • Hartford, VT FULL_TIME
  • RSG is seeking a dynamic leader to support and lead transportation planning & policy efforts including long-range plan updates, corridor studies, freight plans, and planning and environmental linkages (PEL) studies. [position may be remote or based from an RSG office: Burlington/White River Junction, VT | Portland, OR | Chicago, IL | Washington, DC | Denver, CO]

    As a member of our team, you know how to leverage RSG's renowned forecasting, market research, and analytical skills to help inform critical planning and policy decisions at the local, regional, state, and national levels. You are an experienced planner with topical specialties in one or more planning factors (e.g. performance management, modal plans, freight, resiliency, climate issues, etc.).

    You will lead the production of high-quality, meaningful plans and related documents based on good data and sound analysis (both quantitative and qualitative). You will deploy your policy savvy, stakeholder engagement facilitation skills, and quantitative analysis insights to lead teams in crafting transportation planning deliverables that will shape the future of people where they live, work, and play. You will apply your thorough understanding of evolving federal and state planning regulations to helping clients successfully navigate the planning process across all planning factors including mobility, accessibility, land use, safety, financial feasibility, performance measurement, public engagement and equity.

    You will also develop and grow business for RSG in the transportation planning sector in collaboration with peers delivering high quality forecasting, analytics and data. You will develop and nurture enduring, trusted relationships with federal, state, regional, and local clients and use those relationships to identify and win opportunities for business growth. As you and your colleagues grow the business, you will recruit and develop a capable planning team at RSG. You and your teammates are dedicated to providing high-quality results to public and private transportation organizations throughout the US and beyond.

    If you are ready to make an impact in growing RSG's transportation planning support business line, come join our superb team by submitting your application, along with your resume and cover letter - HERE

    Responsibilities
    • Work closely with clients to understand their needs both pre-proposal and for project work plans.

    • Lead planning tasks for one or more planning factors by developing and implementing planning approaches and processes, devising communications plans, doing policy research and development, and writing plan documents.

    • Commission and apply analyses using appropriate tools (e.g., Excel, GIS, R, Python, forecast models, strategic models) in support of transport planning process and to answer transport policy questions

    • Contribute to the development and implementation of business strategy in current and emerging markets.

    • Identify, position for, win and manage large-scale planning projects from public and private clients

    • Guide policy analysis in the context of long-range transportation planning for state, regional, and local jurisdictions

    • Commission a variety of data collection activities (e.g., traffic, transit, land use, safety, system performance) for analysis and visualization; and help narrate the story that these data tell.

    • Lead a variety of policy research activities (e.g., assessing applicable federal, state, and local planning regulations; synthesizing information from prior planning documents; identifying the state of best practices for planning processes and supporting analytics)

    • Lead quality control activities for planning deliverables

    • Coordinate and facilitate stakeholder engagement activities (stakeholders include clients, other RSG staff, client peers, and the general public.

    • Recruit, onboard, mentor, and train new junior staff; enhance the organizational well-being of RSG by leading team meetings, company seminars, and other events.

    Qualifications

    Education and Experience

    • Bachelor's degree in a field appropriate to RSG's work with a minimum of 8 years of relevant experience or a master's degree in a field appropriate to RSG's work with 5 years relevant experience.

    • AICP, PMP, or PE certification preferred.

    Required Knowledge, Skills, and Abilities
    • A values-based commitment to a data-driven approach to strategic planning and policymaking.

    • A track record of successful major deliverables in the transportation planning domain.

    • An excellent manner in developing and nurturing client relationships

    • Demonstrated technical and business writing and editing skills.

    • Proven ability to work well independently and as part of project teams supporting a variety of nationwide projects.

    • Experience managing and developing people.

    • Proven success dealing with diverse stakeholders and building/sustaining enduring client relationships.

    • Proven ability to win new business.

    RSG is not currently accepting H-1B applicants for this position. EEO/AA Employer/ Vet/ Disabled.

    CORPORATE VALUES

    • Honor Commitments: We make commitments to our clients, collaborators, colleagues, and community and we stick to them. Our commitments are rooted in strong ethics, honesty, and integrity.

    • Embrace the Challenge: We enjoy and take pride in what we do. We are eager to take on challenges, be innovative, and put in the work required. We continuously strive to learn, share, and develop professionally.

    • Play as a Team: We respect the people we work with and enjoy working together in a collaborative, trust-based environment. We value diversity of thought and open communication. We support each other to deliver quality work, and to grow as individuals and as a team.

    • Think like an Owner: We constantly look for opportunities to provide more value. We provide a flexible environment to encourage people to explore new directions and to take ownership of their own and RSG's success.

     

  • 1 Month Ago

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Estate Planning Sales Representative 100K+ Preset Appts- No Prospecting
  • United Placement Group
  • Randolph, VT FULL_TIME
  • Outside Sales Experts! Looking for a Job with a Meaningful Impact?An Exciting Opportunity Awaits You in Estate Planning Sales with $100,000 Earning Potential and a Purpose-Driven Career!No license is ...
  • 4 Days Ago

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Associate Manager Real Estate Portfolio - Remote | WFH
  • Get It Recruit - Real Estate
  • Montpelier, VT FULL_TIME
  • Position Title: Associate Manager Real Estate PortfolioLocation: Remote (Work from Home)Company Description: Our company is a leading provider of transportation and logistics services, committed to ex...
  • 4 Days Ago

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Associate Manager Real Estate Portfolio -- Remote | WFH
  • Get It Recruit - Real Estate
  • Montpelier, VT FULL_TIME
  • About Us: Our company is a leading provider of [brief description of company's industry]. We're committed to excellence and innovation in everything we do.SummaryJoin our dynamic team at the company a...
  • 4 Days Ago

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Licensed Nursing Assistant || Bennington VT
  • VIR Consultant LLC
  • Bennington, VT FULL_TIME
  • Title: Licensed Nursing AssistantLocation: Bennington VTContract: 13 WeeksSHift: 3 PM- 11:00 PMEvery Other Weekend RequiredMust Haves: Copy of (Current and Active) LNA License in the state of employme...
  • 2 Days Ago

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MRI Supervisor
  • VIR Consultant LLC
  • Burlington, VT FULL_TIME
  • Must-HavesGraduate of an accredited Radiography program. Bachelor's degree preferred.Has current certification in appropriate Radiology specialty (Sonography - ARDMS). Five years of progressive experi...
  • 3 Days Ago

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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

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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

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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

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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

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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

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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

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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

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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

Vermont is located in the New England region of the Northeastern United States and comprises 9,614 square miles (24,900 km2), making it the 45th-largest state. It is the only state that does not have any buildings taller than 124 feet (38 m). Land comprises 9,250 square miles (24,000 km2) and water comprises 365 square miles (950 km2), making it the 43rd-largest in land area and the 47th in water area. In total area, it is larger than El Salvador and smaller than Haiti. It is the only landlocked state in New England, and it is also the easternmost and the smallest in area of all landlocked sta...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$97,502 to $141,706

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