Estate Planning Director jobs in the United States

Estate Planning Director directs all aspects of the estate planning function including sales, staffing, and supervision. Participates in training and estate planning workshops. Being an Estate Planning Director ensures that the agency stays abreast of regulatory guidelines and new trends in the field. Researches and advises on tax, technical, and legal questions. Additionally, Estate Planning Director introduces new life products to the field and contributes to design of related software and tools. May be a speaker at insurance conferences or meetings. Requires a bachelor's degree of business, marketing, or mathematics. Typically reports to top management. May require Chartered Life Underwriter (CLU). The Estate Planning Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. To be an Estate Planning Director typically requires 5+ years of managerial experience. (Copyright 2020

BSC6 - Wealth Management
  • Wells Fargo Bank
  • Davidson, NC
  • ... private banking, estate planning strategies, trust, and both individual and institutional ... Experience with PAC2K/Quality Center / Test Director / ALM is a plus * Bachelor degree in ...
  • 10 hours ago

Unit Manager/ADON
  • Sapphire Estates Rehab Centre
  • Tucson, AZ
  • Sapphire Estates Rehab Centre is looking for a Unit Manager/Assistant Director of Nursing! With this position, the employee assists the Director of Nursing in planning, developing, organizing ...
  • 10 hours ago

Private Client Group - PCG Client Associate
  • Wells Fargo Bank
  • West Des Moines, IA
  • ... estate planning strategies, trust, and both individual and institutional retirement. Provides ... directed marketing campaigns. Handles telephone calls and or responds to other inquiries and/or ...
  • yesterday

Immediate Need - Independent Sales Rep - REMOTE OPPORTUNITY
  • LAPA
  • Lubbock, TX
  • Legacy Assurance Plan is a 38 year old, family owned company that provides Estate Planning Services ... Working Web-based and Direct-Mail Response Leads * Ability to One-Call Close * Attend Weekly ...
  • yesterday

Estate Planning Paralegal / Legal Assistant - San Mateo Law Firm
  • McDowall Cotter Law Firm
  • San Mateo, CA
  • ... directing telephone calls which will involve screening potential clients. Skills and Competencies * Our Estate Planning and Trust Administration Paralegal must be dependable and a self-starter who ...
  • 2 days ago

Real Estate Investment Analyst
  • HAL Real Estate Inc
  • Seattle, WA
  • HAL Real Estate Inc. (HAL) is a Seattle-based real estate investor focused on direct and joint ... A bachelor's degree with coursework in economics, finance, real estate and/or urban planning. * A ...
  • 4 days ago

  • HUB
  • Seattle, WA
  • Oversees facility strategic planning initiatives. Lead major departmental special projects and ... Leased Operations Coordinator and liaison serving as primary contact with UW Real Estate Office and ...
  • 6 days ago

Director of Real Estate Development - Multifamily - LIHTC
  • International Search Consultants
  • Seattle, WA
  • ... planning, negotiation and problem solving skills. ยท Proficient in MS Office Suite to include Word, Outlook, Excel, PowerPoint and Project. Director of Real Estate Development - Multifamily - LIHTC ...
  • 6 days ago

Income Estimation for Estate Planning Director jobs
$117,566 to $174,856