Estate Planning Director jobs in California
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 2024 Salary.com)
Recently Added Estate Planning Director jobs
- Casey Estate & Business Planning
-
Newport, CA
TEMPORARY,PART_TIME
-
About us
Casey Estate & Business Planning is a boutique law firm in Newport Beach, CA. We specialize in the estate planning of high net worth clients.
Job Overview:
We are seeking a detail-oriented and organized individual to join our team as a File Clerk. As a File Clerk, you will be responsible for maintaining and organizing physical and electronic files, ensuring accurate and efficient record-keeping.
Responsibilities:
- Sort, categorize, and file documents in accordance with established filing systems
- Scan and digitize paper documents for electronic storage
- Perform data entry tasks to update and maintain databases and systems
- Collect data and information from various sources for record-keeping purposes
- Maintain confidentiality of sensitive information
Requirements:
- High school diploma or equivalent
- Strong attention to detail and accuracy
- Proficient in basic math skills
- Familiarity with Microsoft Excel for data entry and basic calculations
- Ability to navigate databases and systems effectively
- Excellent organizational skills with the ability to prioritize tasks
- Strong written and verbal communication skills
- Proficient in office equipment operation (e.g., scanners, printers)
As a File Clerk, you will play a crucial role in ensuring the smooth operations of our organization's record management. If you are meticulous, reliable, and have excellent organizational skills, we encourage you to apply for this position.
Job Types: Part-time, Temporary
Pay: $16.00 - $20.00 per hour
Schedule:
- Monday to Friday
Work Location: In person
- 8 Days Ago
- San Jose State University
-
San Jose, CA
FULL_TIME
- Job Summary The Senior Director works collaboratively with others in the department to lead, direct, and oversee activities associated with physical planning including master plans, land use plans, sp...
- 30 Days Ago
- Mint Real Estate
-
Costa Mesa, CA
FULL_TIME
- 10 Years of Real Estate Experience and current license required. Are you an experienced Sales Manager or Team Leader looking for more opportunities? Maybe you are an experienced sales agent/team leade...
- 1 Month Ago
- Falcon Wealth Planning, Inc.
-
Ontario, CA
FULL_TIME
- As the Marketing Director/CMO at Falcon Wealth Management (FWP), you will be responsible for developing and executing comprehensive marketing strategies to promote our services, enhance brand awarenes...
- 15 Days Ago
- Elk Grove Unified School District
-
Grove, CA
FULL_TIME
- Located in one of the most diverse areas of California, Elk Grove Unified is an award-winning district known for its commitment to academic excellence and learning for all students in its 68 schools i...
- 24 Days Ago
- Shoup Legal. A Professional Law Co
-
Escondido, CA
FULL_TIME
- Description:Are you passionate about helping estate planning clients protect themselves and their families? Are you looking for somewhere that values your contribution and appreciates your hard work?A...
- 15 Days Ago
Estate Planning Director jobs at Popular Companies
- Khaite
-
New York, NY
- About KHAITE: KHAITE is a leading Luxury fashion brand based in New York City, known for its modern and luxurious design...
- 4/25/2024 12:00:00 AM
- Financial Additions
-
Fort Worth, TX
- Financial Additions has partnered with a top financial institution in Fort Worth in search of a Director, Financial Plan...
- 4/24/2024 12:00:00 AM
- KHAITE
-
New York, NY
- About KHAITE: KHAITE is a leading Luxury fashion brand based in New York City, known for its modern and luxurious design...
- 4/23/2024 12:00:00 AM
- AppleOne Employment Services
-
Fresno, CA
- TITLE: DIRECTOR OF FORWARD PLANNING ABOUT THE JOB: Seeking experienced candidates for a DIRECTOR OF FORWARD PLANNING rol...
- 4/23/2024 12:00:00 AM
- Licking County
-
Newark, OH
- JOB OPPORTUNITY! Licking County Planning Director The Licking County Planning Commission (LCPC) is seeking a qualified D...
- 4/23/2024 12:00:00 AM
- Appleone Employment Services
-
Fresno, CA
- TITLE: DIRECTOR OF FORWARD PLANNING ABOUT THE JOB: Seeking experienced candidates for a DIRECTOR OF FORWARD PLANNING rol...
- 4/23/2024 12:00:00 AM
- Lead Advisor
-
Westborough, MA
- Description: Director of Planning Our client is a full-service financial advisory practice in Westborough that serves hi...
- 4/23/2024 12:00:00 AM
- Cox Communications, Inc.
-
Atlanta, GA
- Company Cox Automotive - USA Job Family Group Strategy & Corporate Development Job Profile Strategic Planning Director M...
- 4/22/2024 12:00:00 AM