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 Salary.com)

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Activities Director - Senior Living
  • Ray Stone, Inc.
  • Grass Valley, CA
  • Provides the Administrator with a current schedule of planned activities and posts the schedule for ... Company Description Ray Stone Incorporated has developed a reputation for excellence in real estate ...
  • 22 hours ago

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Manager Healthcare Banking Operations
  • Columbia BankSystem, Inc.
  • Bellevue, WA
  • Contribute to budget planning process and monitoring expenses that impact internal operations and ... Build partnerships within our region that support direct reporting relationships * Promote and ...
  • yesterday

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Estate Paralegal ($75,000+ Yearly)
  • Emerald Staffing
  • Portland, OR
  • This direct-hire role is well suited to an individual that is looking to advance their career in ... Drafting estate planning documents Key requirements for this role include: * Minimum 7-years of ...
  • yesterday

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Talent Acquisition Specialist- Contract Role
  • Brookfield Global Integrated Solutions
  • Seattle, WA
  • ... estate services and capital planning. Its range of solutions, supported by efficient systems ... should contact their direct supervisor or the Human Resources Department without fear of ...
  • 2 days ago

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Audit Manager - Public Accounting
  • Cybercoders
  • Calabasas, CA
  • Managers direct the work of staff, seniors and supervisors assigned to their client engagements ... Supervise and review engagement planning, train and evaluate staff and senior accountants and ...
  • 2 days ago

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Estate Planning and Probate Attorney
  • Robert Half
  • Cerritos, CA
  • The firm is interviewing this week for this direct-hire estate planning and probate attorney position. Please send resumes today to allegria.berg@roberthalflegal.com!
  • 2 days ago

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B2C SaaS Growth Performance Marketing Senior Manager - Real Estate, P
  • Property Management startup
  • Redwood City, CA
  • You will develop customer acquisition strategies across both direct and indirect/affiliate channels ... Drive overall marketing strategy from forecasting, budgeting, and planning--to resource allocation ...
  • 3 days ago

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Facility Program Manager
  • Brookfield Global Integrated Solutions
  • Seattle, WA
  • ... estate services and capital planning. Its range of solutions, supported by efficient systems ... should contact their direct supervisor or the Human Resources Department without fear of ...
  • 4 days ago

Income Estimation for Estate Planning Director jobs
$117,968 to $175,449