Estate Planning Consultant jobs in Texas
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
Director of Demand Planning & Informatics
- VIR Consultant LLC
-
Houston, TX
FULL_TIME
-
Role: Director, Demand Planning & Informatics
Location: Houston, TX 77074
Education: Bachelor's degree in business management, logistics, supply chain management or related field required.
Licenses/Certifications: Lean/Six sigma certification a plus; APICS certification a plus.
Experience / Knowledge / Skills- Minimum of seven (7) years of progressive leadership experience in inventory management experience required, preferably in a distribution warehouse environment. Hospital system or medical product experience preferred. Distribution center start up experience highly desired.
- Effective oral and written communication skills.
- Knowledgeable of warehouse management systems, inventory buying processes utilizing ERP systems (e.g., Lawson) and demand planning processes for inventory management.
- Experience with cycle counting management to achieve and maintain inventory accuracy.
- Proven leadership skills, with ability to build, motivate and influence cohesive teams.
- Customer service focused with demonstrated ability to build relationships, negotiate, influence, collaborate, and create win-win situations with multiple stakeholders across various functions and levels.
- Ability to systematically analyze complex problems, draw relevant conclusions, and implement appropriate solutions.
- Strong verbal and written skills, and ability to convey complex information in a way that others can readily follow.
- Excellent organizational and time management skills, as well as the ability to exercise good judgement in handling difficult situations.
- Proficiency with Microsoft Office applications, including strong Excel, Power Point, and other data mining tools.
- Demonstrated ability to work in a fast-paced environment with time sensitive projects/processes.
- Demonstrates commitment to the Partners-in-Caring process by integrating our culture in all internal and external customer interactions; delivers on our brand promise of "Advancing health. Personalizing care" through compassion, courage, credibility, and commitment to community.
- Oversees, plans, and directs the entire process of demand planning and replenishment inventory for the CSC.
- Develops and implements business processes and key performance indicators to optimize departmental operations in accordance with overall business objectives.
- Oversees the daily purchasing, inventory management, WMS item files and inventory system support activities at the CSC.
- Leads inventory demand planning, scheduling, forecasting, and inventory control operations.
- Develops and implements inventory tools and systems for tracking, analysis, auditing, and reporting.
- Utilizes system reports and KPIs to measure inventory performance and system related performance.
- Minimizes waste, solves problems, develops, and implements new ideas for continuous improvement.
- Works closely with product manufacturers and vendors to develop and maintain relationships vital to ensuring cost effective, adequate product supply and to resolve product purchasing or inventory shortage issues.
- Follows up on and resolves any CSC inventory related issues, including back orders, out of stocks, and inventory inaccuracies in WMS location balances.
- Collaborates with cross-functional teams and stakeholders to identify and prioritize initiatives to optimize inventory capabilities and develop best inventory management practices.
- Implements data-driven analytical tools and systems to continuously monitor operations, identify inefficiencies and develop optimization strategies to achieve organizational goals.
- Partners with the AVP, CSC in the development and execution of the long-term CSC strategy
- Fosters an environment where outstanding safety and quality performance is an expectation for all, ensuring a safe work environment for all employees.
- Responsible for the daily activities associated with leading the inventory team and maximizing the inventory management systems.
- Manages, coaches, develops, and promotes staff members to ensure team performance and operational excellence.
- Builds a highly engaged workforce and promotes diverse and inclusive mindsets.
- Ensures safe care to patients, staff and visitors; adheres to all Client's policies, procedures, and standards within budgetary specifications including time management, supply management, productivity and quality of service.
- Promotes individual professional growth and development by meeting requirements for mandatory/continuing education and skills competency; supports department-based goals which contribute to the success of the organization; serves as preceptor, mentor and resource to less experienced staff.
- Other duties as assigned.
- Hospital system or medical product distribution experience
- Experience with demand modeling and complex buy strategies
- Experience working with Lawson or like ERP system
- General WMS experience
- Inventory control expertise
- 3 Days Ago
Planning Consultant
- RAD Travels
-
Garland, TX
FULL_TIME
- This is a remote position.We are looking for a Planning Consultant who will help our clients plan smartly and achieve more savings. Individuals join our company because we provide a dynamic work envir...
- 8 Days Ago
Planning Consultant
- RAD Travels
-
El Paso, TX
FULL_TIME
- This is a remote position.We are looking for a Planning Consultant who will help our clients plan smartly and achieve more savings. Individuals join our company because we provide a dynamic work envir...
- 12 Days Ago
Planning consultant
- Your RAD Travels
-
Garland, TX
FULL_TIME
- Job Description This is a remote position. We are looking for a Planning Consultant who will help our clients plan smartly and achieve more savings. Individuals join our company because we provide a d...
- 13 Days Ago
Planning consultant
- Your RAD Travels
-
El Paso, TX
FULL_TIME
- Job Description This is a remote position. We are looking for a Planning Consultant who will help our clients plan smartly and achieve more savings. Individuals join our company because we provide a d...
- 13 Days Ago
Planning consultant
- Why Knot Travel
-
Fort Worth, TX
FULL_TIME
- This is a remoteposition. DESCRIPTION : Weare looking for a Planning Consultant that will help our clientsplan smartly and achieve more savings. Individuals join our companybecause we provide a dynami...
- 20 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 Texas
Texas (/ˈtɛksəs/, locally /ˈtɛksɪz/; Spanish: Texas or Tejas Spanish pronunciation: [ˈtexas] (listen)) is the second largest state in the United States by both area and population. Geographically located in the South Central region of the country, Texas shares borders with the U.S. states of Louisiana to the east, Arkansas to the northeast, Oklahoma to the north, New Mexico to the west, and the Mexican states of Chihuahua, Coahuila, Nuevo León, and Tamaulipas to the southwest, while the Gulf of Mexico is to the southeast.
Houston is the most populous city in Texas and the fourth largest in the...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Consultant jobs
$97,303 to $141,417
Most Popular Cities in Texas for Estate Planning Consultant Jobs
What does an Estate Planning Consultant do?
Estate Planning Consultant in Grand Rapids, MI
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