Top Strategic Planning Executive jobs in Temecula, CA

Top Strategic Planning Executive develops and recommends the organization's strategic and long-range goals based on analysis and studies of business conditions. Ensures the best use of the organization's resources for the establishment of key objectives and mission realization, considering organization's strengths, weaknesses, capacity, and products. Being a Top Strategic Planning Executive monitors and evaluates results of existing plans to ensure growth and profitability and makes adjustments as necessary. Keeps leadership abreast of changes in the industry or sector and impact of events on the business climate and incorporates relevant trend data into all plans. Additionally, Top Strategic Planning Executive requires a bachelor's degree. Typically reports to top management. The Top Strategic Planning Executive manages a business unit, division, or corporate function with major organizational impact. Establishes overall direction and strategic initiatives for the given major function or line of business. Has acquired the business acumen and leadership experience to become a top function or division head. (Copyright 2024 Salary.com)

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Estate Planning Attorney
  • Top Tier Reps LLC
  • Murrieta, CA FULL_TIME
  • Yearly Salary: $150,000 - $170,000

    If you are an experienced, empathetic, organized, detail-oriented, and charismatic Estate Planning Attorney who is ready to take the next step in your career, then we invite you to apply to our firm. We are selective in who we hire, and our interview process is rigorous because we value the culture we have instituted at our firm.

    We have cultivated a remarkable team that embraces the belief that the work we do is more than just a job, it is a way to help protect the lives of the families we serve.

    Responsibilities
    • Conduct initial consultation with clients
    • Identify the appropriate strategy to meet the client’s expressed objectives and make recommendations to fulfill those objectives including advising on the appropriate type of trust(s) to meet the client’s objectives
    • Draft estate planning documents, including wills, distinct types of trusts, ancillary documents
    • Ability to explain complex legal concepts and explain all provisions of the estate plan to the client
    • Ability to self-start, meet deadlines, prioritize, manage multiple projects simultaneously, work well with change in a fast-paced environment
    • Regularly consult with clients, accountants, financial advisors, and other parties as needed to effectively move cases forward
    • Cultivate relationships with the firm’s existing and future clients by maintaining consistent and timely communication
    • Report on caseload at a weekly case review meeting
    • Develop a client following to increase the firm’s revenues

    Qualifications
    • D. from an accredited law school and licensed with the California State Bar
    • Preferred 3 years of estate planning experience handling matters from inception to conclusion, including meeting with clients, developing a strategy for an estate plan, and preparing the appropriate estate plan documents to meet the client’s objectives
    • Effective, clear, concise, and accurate communication, both oral and written, at an appropriate level to the situation and the client
    • Working knowledge of finance, investments, and taxes
    • Great ability to focus under pressure and the willingness to do what needs to be done
    • Demonstrate a high degree of discretion, confidentiality, and integrity in the handling of personal client information, including following the Rules of Professional Conduct
    • Have strong computer skills with extensive experience using MS Office Suite, timekeeping, and case management software
    • Experience with Wealth Counsel drafting is desired
    • Tax experience or CPA a plus
    • A transferable book of business is a BIG plus

    Benefits include:
    • Paid holidays
    • Personal time off
    • Health, dental, vision, and life insurance
    • 401K contributions
  • 3 Days Ago

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Estate Planning Attorney
  • Top Tier Reps LLC
  • Murrieta, CA FULL_TIME
  • Yearly Salary: $150,000 - $170,000If you are an experienced, empathetic, organized, detail-oriented, and charismatic Estate Planning Attorney who is ready to take the next step in your career, then we...
  • 3 Days Ago

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Strategic Account Executive
  • Corovan Corporation
  • Corona, CA FULL_TIME
  • Description$64480 / year The Strategic Account Executive reports to the Business Development Manager. This position is responsible for increasing revenue by selling facilities support, moving and stor...
  • 1 Month Ago

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Child care
  • nounou-top
  • Ontario, CA FULL_TIME
  • Child care, make him play, feed him food, outdoor play, Details : Type of care sought: full-time care 1 number of children (3-6 years) Type of nanny sought: home childcare provider, nanny working from...
  • 22 Days Ago

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seeking a nanny from after Victoria Day to Labour Day as my son has no childcare until September
  • nounou-top
  • Ontario, CA FULL_TIME
  • My son is currently 15 months, both his father and I work full-time during the day, it has become increasing difficult to work as he is more active now. Therefore, we require some care for him until h...
  • 6 Days Ago

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looking for before and after school care two weeks out of the month
  • nounou-top
  • Ontario, CA FULL_TIME
  • looking for before and after school care for two weeks out of the month. will compensate well Details : Type of care sought: regular part-time care 2 number of children (1-3 years / 3-6 years) Type of...
  • 9 Days Ago

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0 Top Strategic Planning Executive jobs found in Temecula, CA area

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Buyer/Planner
  • Bolt Medical
  • Carlsbad, CA
  • DIRECT CANDIDATES ONLY, IF INTERESTED APPLY THROUGH JOB POST. RECRUITERS: DO NOT CONTACT. Job Summary: The Buyer coordin...
  • 4/29/2024 12:00:00 AM

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Financial Planner
  • Koa Wealth Management®
  • Encinitas, CA
  • We are looking to hire a new financial planner to our team. We are accepting applications from the following 1) Those cu...
  • 4/29/2024 12:00:00 AM

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Buyer/Planner
  • Bolt Medical Inc
  • Carlsbad, CA
  • DIRECT CANDIDATES ONLY, IF INTERESTED APPLY THROUGH JOB POST.RECRUITERS: DO NOT CONTACT.Job Summary:The Buyer coordinate...
  • 4/29/2024 12:00:00 AM

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Junior Planner
  • Freedom Forever Llc
  • Temecula, CA
  • DescriptionPay Range: $20/hr-$25/hr (DOE) + Benefits POSITION SUMMARY : The Junior Planner will be responsible for monit...
  • 4/28/2024 12:00:00 AM

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Demand Planner
  • Bolle Brands Inc
  • Carlsbad, CA
  • Job Description Job Description Bollé Brands is a leading eyewear and head protection group that designs, markets and di...
  • 4/28/2024 12:00:00 AM

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Subassembly Planner
  • American Precision Hydraulics
  • Huntington Beach, CA
  • American Precision is currently seeking a highly skilled Subassembly Planner to join our planning team. The ideal candid...
  • 4/27/2024 12:00:00 AM

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Stock Planning Specialist
  • Spigen Inc
  • Irvine, CA
  • Summary Spigen’s Stock Planning Specialist is responsible for managing and monitoring complex processes and analyzing cu...
  • 4/26/2024 12:00:00 AM

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Inventory Planner
  • Nortek Security & Control
  • Carlsbad, CA
  • Summary: The Inventory Planner is responsible for maintaining optimum inventory levels across manufacturing facilities a...
  • 4/26/2024 12:00:00 AM

Temecula /təˈmɛkjʊlə/ is a city in southwestern Riverside County, California, United States. The city is a tourist destination, with the Temecula Valley Wine Country, Old Town Temecula, the Temecula Valley Polo Club, the Temecula Valley Balloon & Wine Festival, the Temecula Valley International Film Festival, championship golf courses, and resort accommodations for tourists which contribute to the city's economic profile. The City of Temecula, forming the southwestern anchor of the Inland Empire region, is approximately 58 miles (93 km) north of downtown San Diego and 85 miles (137 km) southea...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Top Strategic Planning Executive jobs
$364,737 to $583,052
Temecula, California area prices
were up 3.0% from a year ago

Top Strategic Planning Executive in Elkhart, IN
ERI Economic Research Institute compiles the best salary, cost-of-living, and executive compensation survey data available.
December 15, 2019