Estate Planning Director jobs in Waterford, MI
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
- Plunkett Cooney, P.C
-
Bloomfield, MI
FULL_TIME
-
Position: Estate Planning Attorney
Location: Bloomfield Hills, MI
Plunkett Cooney, one of the largest and most accomplished law firms in the Midwest, is seeking an Estate Planning/Probate Attorney, to join our Bloomfield Hills office.
The successful candidate will be an experienced and versatile attorney, with a client-centric philosophy, and who has demonstrated an ability to compete and prosper in complex environments.
To be considered, you must have:
- Seven or more years of experience in the areas of Estate Planning and Estate/Trust Administration
- Prior experience with the preparation of fiduciary accountings
- Progressively more responsible client relations management
- Ability to build and maintain a practice group
- Strong analytical, writing, communication and interpersonal skills
- A comfort level with learning new computer skills
- A J.D. from an ABA-approved law school
- Involvement in the State Bar of Michigan and be a member in good standing.
We are seeking a well-rounded, dynamic, highly motivated lawyer, who has demonstrated an ability to compete and prosper in highly competitive and complex environments with significant client contact. Strong writing, communication and interpersonal skills are required.
Interested candidates should their submit resumes to https://plunkettcooney.isolvedhire.com/jobs/.
- 20 Days Ago
- Jacaranda Consulting Inc
-
Troy, MI
FULL_TIME
- GENERAL PURPOSE: Provide support and assistance to the attorneys during all phases of probate, trust administration, estate and gift tax planning, and other estate planning matters. MAJOR RESPONSIBILI...
- 24 Days Ago
- BUTZEL LONG
-
Troy, MI
FULL_TIME
- 4.1.2024 LOCATION: Troy GENERAL PURPOSE: Provide support and assistance to the attorneys during all phases of probate, trust administration, estate and gift tax planning, and other estate planning mat...
- 24 Days Ago
- Masco
-
Livonia, MI
FULL_TIME
- Position Overview: The Director of Tax Strategy and Planning, a strategic leader, is entrusted with driving team performance and achieving results while unwaveringly upholding core values and leadersh...
- 29 Days Ago
- H.W. Kaufman Group
-
Farmington, MI
FULL_TIME
- H.W. Kaufman Group is seeking a Director of Financial Planning and Analysis (FP&A) to play a pivotal role in guiding the financial strategy of our organization. The Director of FP&A will be responsibl...
- 1 Month Ago
- Director of Nursing
-
New Haven, MI
FULL_TIME
- Salary $23.94 - $35.47 Hourly Location New Haven, MI Job Type Permanent Full Time Job Number 4741-24-0003CM Department Corrections - Macomb Correctional Facility Opening Date 04/23/2024 Closing Date 4...
- Just Posted
- Current Active Filter
- Waterford, MI
Clear All
- Filter Jobs By posted time
- Within 1 Day
- Within 2-7
- Within 1 Month
- Within 3 Months
0 Estate Planning Director jobs found in Waterford, MI area
- Wsp
-
Detroit, MI
- This OpportunityWSP is initiating a search for a full-time Transportation Planning Director to join our Detroit, MI offi...
- 4/28/2024 12:00:00 AM
- AEG
-
Detroit, MI
- Job Summary: Ilitch Sports + Entertainment is looking for the Director of Motion Graphics & 3D Animation to join our in-...
- 4/28/2024 12:00:00 AM
- Business Resources One
-
Walled Lake, MI
- Job Description Job Description Landscaping Director of OperationsSoutheast Michigan company established in 2005 provide...
- 4/28/2024 12:00:00 AM
- Jewish Family Service of Metropolitan Detroit
-
West Bloomfield, MI
- Job Description Job Description Job Summary Reporting to the Chief Executive Officer, the Chief Financial Officer (CFO) ...
- 4/28/2024 12:00:00 AM
- Honor Community Health
-
Pontiac, MI
- Job Description Job Description Honor Community Health is a 501c3 Federally Qualified Health Center co-located within 20...
- 4/28/2024 12:00:00 AM
- Furniture Bank Of Southeastern Michigan
-
Pontiac, MI
- The Executive Director oversees the operations of the Furniture Bank, leading the organizations fundraising efforts and ...
- 4/28/2024 12:00:00 AM
- Zomedica
-
Ann Arbor, MI
- Do you thrive in an entrepreneurial, fast-paced environment? Are you ready to utilize your skills and expertise to contr...
- 4/27/2024 12:00:00 AM
- Zomedica
-
Ann Arbor, MI
- Do you thrive in an entrepreneurial, fast-paced environment? Are you ready to utilize your skills and expertise to contr...
- 4/27/2024 12:00:00 AM
About Waterford, Michigan
were up 1.2% from a year ago