Estate Planning Director jobs in Pennsylvania

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)

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Executive Director
  • Cambria County Planning Commission
  • Ebensburg, PA FULL_TIME
  • Executive Director

    The Cambria County Planning Commission (CCPC), located in the county seat of Ebensburg, has an immediate opening for an Executive Director.

    Cambria County Planning Commission Overview

    The CCPC conducts county-wide comprehensive planning, transportation planning, subdivision and land development reviews, and provides technical assistance to Cambria County’s sixty-three municipalities

    Executive Director Position Summary

    The Executive Director plays a crucial role in shaping the future of our community through strategic planning, sustainable development, and effective resource management. The Executive Director is responsible for overall office administration and annual budget preparation. The position directly supervises and assists staff personnel (three full-time Planners and one part-time Administrative Assistant) and is responsible for an annual operating budget of approximately $500,000. Specific tasks include:

    · Responsible for all Office Administration, Staff Supervision, Consultant Management and Oversight, and Overall Staff Coordination.

    · Responsible for all work program preparation and contract approvals.

    · Develops and implements comprehensive strategic plans for the sustainable growth and development of the county.

    · Collaborates with stakeholders to identify key priorities and initiatives to enhance community livability.

    · Annually prepares and submits budget requests to the County Commissioners.

    · Responsible for maintaining an adequate cash flow within the Commission.

    · Holds the position of Secretary for the Cambria County Metropolitan Planning Organization (MPO).

    · Assists the CCPC Board Members with regular monthly meetings and member appointments.

    Supervisory Responsibilities:

    · Responsible for all staff work assignments.

    · Reviews and approves all tangible end products completed by the staff.

    · Oversees professionalism and timeliness in the completion of completing work assignments.

    · Responsible for hiring and/or terminating Commission staff, with CCPC Board Approval.

    Qualifications

    The ideal candidate will be an organized, self-motivated professional possessing the following qualifications:

    · Bachelor's Degree (Master's preferred) in Planning or Related Field and Six Years of Progressively Responsible Planning Experience.

    · AICP certification preferred.

    · Proven experience in a leadership role within a planning or related organization, with a track record of successful strategic planning and execution.

    · Strong knowledge of planning principles, land use regulations, and community development.

    · Excellent communication and interpersonal skills, with the ability to engage and collaborate with diverse stakeholders.

    · Demonstrated ability to manage and lead a team, fostering a positive and inclusive work environment.

    · Financial acumen and experience in budget development and management.

    · Familiarity with GIS tools and other planning-related technologies.

    · Passion for community development and a commitment to creating sustainable, resilient, and equitable communities.

    Working Conditions

    · Office environment; Monday through Friday

    · Occasional travel, field work, and evening meetings

    Salary and Benefits

    · Starting annual salary: $70,000

    · Medical, dental, and vision coverage with no employee contribution

    · Generous holiday, vacation, and sick leave allotments

    How to Apply

    Respond with cover letter, current resume, and at least three professional references to:

    Colleen Bukowski

    Cambria County Planning Commission

    401 Candlelight Drive, Suite 215

    Ebensburg, PA 15931.

    Application materials may also be emailed in pdf format to:

    cbukowski@co.cambria.pa.us

    The deadline for applications is 4:00 PM on June 28, 2024.

    For questions call the CCPC at (814) 472-2106 or email cbukowski@co.cambria.pa.us

    The Cambria County Planning Commission is an Equal Opportunity Employer.

    Job Type: Full-time

    Pay: From $70,000.00 per year

    Benefits:

    • 401(k) matching
    • Dental insurance
    • Health insurance
    • Life insurance
    • Paid time off
    • Retirement plan
    • Vision insurance

    Schedule:

    • Monday to Friday

    Work Location: In person

  • 8 Days Ago

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STEM Director
  • GIRARD ESTATE
  • Philadelphia, PA OTHER
  • Job Details Level: Experienced Job Location: Girard College - Philadelphia, PA Position Type: Regular Full Time Education Level: Bachelor's Degree Salary Range: Undisclosed STEM DirectorAbout Girard C...
  • 1 Month Ago

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Estate Planning Attorney
  • Jobot
  • Berwyn, PA FULL_TIME
  • Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page!Job detailsGreat boutique investment firm!This Jobot Job is hosted by Ethan GoldmanAre you a fit? Easy A...
  • 3 Days Ago

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Estate Planning Attorney
  • Morgan Wentworth, LLC
  • Doylestown, PA FULL_TIME
  • Well-respected Doylestown Law Firm is seeking an experienced attorney for its family wealth planning practiceRequirements:Tax, Trusts and Estates experienceEstate Planning Transactional - Business and...
  • 5 Days Ago

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ESTATE PLANNING PARALEGAL
  • Knox McLaughlin Gornall & Sennett
  • Erie, PA FULL_TIME
  • Knox McLaughlin Gornall & Sennett, P.C. is seeking a full-time employee to perform a variety of paralegal and administrative duties. The successful candidate will have the general responsibility for a...
  • Just Posted

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Estate Planning Attorney
  • Taylor Root
  • West Chester, PA FULL_TIME
  • Midsize Law Firm in West Chester seeking an Estate Planning Attorney to join their growing team! Great benefits and team culture!Details:Compensation: $100,000 - $180,000 base salaryProfit Sharing on ...
  • Just Posted

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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

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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

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Director, Strategic Planning
  • McCann Health Managed Markets | An IPG Health Company
  • About the job The Director, Strategic Planning is responsible for applying customer understanding to creative problems t...
  • 6/11/2024 12:00:00 AM

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Western Planning Director
  • Toole Design Group LLC
  • Seattle, WA
  • Job Type Full-time Description Toole Design Group is looking to hire a full-time Planning Director for our Western Regio...
  • 6/11/2024 12:00:00 AM

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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

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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

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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

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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

Pennsylvania (/ˌpɛnsɪlˈveɪniə/ (listen) PEN-sil-VAY-nee-ə), officially the Commonwealth of Pennsylvania, is a state located in the northeastern and Mid-Atlantic regions of the United States. The Appalachian Mountains run through its middle. The Commonwealth is bordered by Delaware to the southeast, Maryland to the south, West Virginia to the southwest, Ohio to the west, Lake Erie and the Canadian province of Ontario to the northwest, New York to the north, and New Jersey to the east. Pennsylvania is the 33rd-largest state by area, and the 6th-most populous state according to the most recent of...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$129,977 to $193,310

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.
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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.
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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.
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