Estate Planning Director jobs in Massachusetts
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
Estate Planning Attorney
- The Parents Estate Planning Law Firm, PC
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Acton, MA
FULL_TIME
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Description
Are you an experienced estate planning attorney who wants to make a meaningful impact on the lives of children, parents, and families? Are you eager to work directly with clients, guiding them in creating the right plan that ensures a bright future for their families, even in a potentially dark time? Are you ready to utilize your estate planning knowledge and experience to help prospective new clients understand why estate planning is so important and how easy it can be for them to take that next step?
If this describes you, keep on reading ….
We are looking for an Estate Planning Attorney – someone who shares our passion for estate planning for younger families, cares deeply about making sure that children are protected and cared for by the people their parents want no matter what, is committed to creating an amazing client experience, and has the ability to be a calming and comforting presence for clients during a potentially anxious time.
If you are looking to join a growing firm where you are involved in all phases of planning – from initial client consults to plan design and drafting to signing meetings to educating the community during live events and webinars, we would love to talk with you.
The Parents Estate Planning Law Firm is a fast-growing estate planning law firm in Acton, MA, focused on the unique estate planning needs of both young families and empty nesters. We provide exceptional client service in the areas of kid’s protection planning, wills, trusts, estates, and asset protection.
To be a successful candidate for this position, you will have 3-6 years of experience in creating, drafting, and implementing comprehensive trust-based estate plans, and an interest in stepping out into the community and educating parents about the need for planning.
If this sounds like you, we want to meet you!
Compensation: $125,000 - $140,000 yearly - 10 Days Ago
Senior Director, Head of Business Planning & Operations, Regulatory Affairs
- 10001056 - Director Regulatory
-
Boston, MA
FULL_TIME
- Senior Director, Business Planning & Operations, Regulatory AffairsThis is what you will do:The (Senior) Director, Business Planning & Operations, is responsible for managing business processes in the...
- 21 Days Ago
Client Services Coordinator
- The Parents Estate Planning Law Firm, PC
-
Acton, MA
FULL_TIME
- About Our FirmThe Parents Estate Planning Law Firm is a fast-growing Estate Planning law firm located in Acton, MA. Our work is focused on the unique estate planning needs of both young families and e...
- 10 Days Ago
Estate Administration / Estate Planning Attorney
- MacLean Holloway Doherty & Sheehan, P.C.
-
Peabody, MA
FULL_TIME
- We are a busy, prestigious general practice law firm on the North Shore seeking an estate administration / estate planning attorney with approximately 3 to 5 years’ experience to join our team. This i...
- 27 Days Ago
Estate Planning Associate
- Jobot
-
Newburyport, MA
FULL_TIME
- Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page!Job detailsThis Jobot Job is hosted by David RueffAre you a fit? Easy Apply now by clicking the "Easy Ap...
- 2 Days Ago
Estate Planning Attorney
- BCG Attorney Search
-
Franklin, MA
FULL_TIME
- Practice Area: Trusts and Estates,Estate & Tax Planning,Trusts and Estates - General, Job Type: Attorney,Firm Type: Law Firm, Experience: 1 Years, Franklin office of a BCG Attorney Search Top Ranked L...
- 5 Days Ago
Estate Planning Director jobs at Popular Companies
Planning Director
- Elite Associates
-
New York, NY
- Oversee permanent product, Outlet, and end of product life cycle sales, stock management, and allocation across all cate...
- 6/11/2024 12:00:00 AM
Director, Biometrics Planning & Execution
- WuXi AppTec
-
San Diego, CA
- The primary responsibility of this position is to supervise proposals, contracts, and budget activities, as well as over...
- 6/11/2024 12:00:00 AM
Planning Director
- Cascade County
-
Great Falls, MT
- Location field must contain 'city, state' or a zip code to perform a radius search (e.g., Denver, CO or 46122 ). City an...
- 6/10/2024 12:00:00 AM
Director of Planning
- City of Cambridge
-
Cambridge, MD
- The City of Cambridge is seeking a dynamic and energetic individual for the position of Director of Planning to supervis...
- 6/10/2024 12:00:00 AM
Director of Planning
- ProCaps Laboratories
-
Henderson, NV
- Current job opportunities are posted here as they become available. Subscribe to our RSS feeds to receive instant update...
- 6/10/2024 12:00:00 AM
Planning Director
- AppleOne Employment Services
-
Fresno, CA
- TITLE: DIRECTOR OF FORWARD PLANNING ABOUT THE JOB: Seeking experienced candidates for a DIRECTOR OF FORWARD PLANNING rol...
- 6/7/2024 12:00:00 AM
Planning Director
- Licking County
-
Newark, OH
- Company Description Licking County Planning Commission Job Description JOB OPPORTUNITY! Licking County Planning Director...
- 6/7/2024 12:00:00 AM
Director, Financial Planning
- Edward Jones
-
Saint Louis, MO
- Your passion. Our purpose. This could be powerful. Maybe the markets keep you up at night. Trusts are your forte. Or you...
- 4/15/2024 12:00:00 AM
About Massachusetts
Massachusetts is the 7th-smallest state in the United States. It is located in the New England region of the northeastern United States and has an area of 10,555 square miles (27,340 km2), 25.7% of which is water. Several large bays distinctly shape its coast. Boston is the largest city, at the inmost point of Massachusetts Bay, and the mouth of the Charles River.
Despite its small size, Massachusetts features numerous topographically distinctive regions. The large coastal plain of the Atlantic Ocean in the eastern section of the state contains Greater Boston, along with most of the state's po...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$141,698 to $210,743
Most Popular Cities in Massachusetts for Estate Planning Director Jobs
What does an Estate Planning Director do?
Estate Planning Director in Fort Smith, AR
The estate planning attorneys at Hanis Irvine Prothero can provide a full range of legal and financial tools for your estate planning requirements.
January 05, 2020
Estate Planning Director in Santa Barbara, CA
Estate Planning is more than just having a will, it is about planning for a good end of life.
January 31, 2020
Estate Planning Director in Newark, NJ
And on top of property-related considerations are other important estate-planning components, regardless of marital or parental status.
February 13, 2020