Estate Planning Director jobs in Oregon
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
- gpac
-
Albany, OR
FULL_TIME
-
A well-established law firm just outside of the Portland metro is seeking an Associate Attorney to join their growing Estate Planning Practice Group. If you're an attorney looking for a team to grow with, reach out to Angie Stein today at (605) 988-6745 / angie.stein@gogpac.com
Qualifications- Must be admitted to and in good standing with the Oregon State Bar
- 2 Years Practice Experience; estate planning, probate/trust administration, conservatorships, guardianships
- Takes pride in building meaningful and lasting client relationships
- Ability to manage cases independently while also exhibiting willingness to collaborate alongside a growing team
- Possess strong analytical skills, excellent oral and written communication skills
- Attention to detail and excellent proofreading skills
- Ability to service an existing book of clients
- Lifestyle firm; prioritizes work-life balance
- Benefits package offered; 401k with 10% contribution
- flexible work setting once established, onsite work preferred to start
- Highly collaborative atmosphere, excellent opportunity for mentorship.
All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.
GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.
- 3 Days Ago
Estate Planning Attorney
- gpac
-
Oswego, OR
FULL_TIME
- A well-established law firm just outside of the Portland metro is seeking an Associate Attorney to join their growing Estate Planning Practice Group.QualificationsMust be admitted to Oregon State Bar2...
- 4 Days Ago
Estate Planning Attorney
- Jobot
-
River Grove, OR
FULL_TIME
- Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page!Job detailsEstate Planning attorney opening for a work life balance centric firmThis Jobot Job is hosted...
- 6 Days Ago
Associate Attorney - Estate Planning
- Jobot
-
River Grove, OR
FULL_TIME
- Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page!Job detailsHigh Salary Excellent Benefits and Career Development with Reputable FirmThis Jobot Job is ho...
- 6 Days Ago
Estate Planning Attorney
- gpac
-
Oregon, OR
FULL_TIME
- A well-established law firm just outside of the Portland metro is seeking an Associate Attorney to join their growing Estate Planning Practice Group. If you're an attorney looking for a team to grow w...
- 12 Days Ago
Estate Planning Attorney
- BCG Attorney Search
-
Oswego, OR
FULL_TIME
- Practice Area: Estate & Tax Planning,Trusts and Estates,Trusts and Estates - General, Job Type: Attorney,Firm Type: Law Firm, Experience: 1 Years, Lake Oswego office of a BCG Attorney Search Top Ranke...
- 15 Days Ago
Estate Planning Director jobs at Popular Companies
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...
- 6/12/2024 12:00:00 AM
Planning Director
- Licking County
-
Newark, OH
- Company Description Licking County Planning Commission Job Description JOB OPPORTUNITY! Licking County Planning Director...
- 6/12/2024 12:00:00 AM
Director Supply Planning
- DSJ Global
-
Orlando, FL
- Position Overview: The Director of Supply Planning is responsible for overseeing the planning and management of the supp...
- 6/12/2024 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
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
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
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, 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 Oregon
Oregon (/ˈɒrɪɡən/ (listen) ORR-ih-gən) is a state in the Pacific Northwest region on the West Coast of the United States. The Columbia River delineates much of Oregon's northern boundary with Washington, while the Snake River delineates much of its eastern boundary with Idaho. The parallel 42° north delineates the southern boundary with California and Nevada. Oregon is one of only four states of the continental United States to have a coastline on the Pacific Ocean.
Oregon was inhabited by many indigenous tribes before Western traders, explorers, and settlers arrived. An autonomous government ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$132,321 to $196,797
Most Popular Cities in Oregon 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