Estate Planning Director jobs in Clearwater, FL
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
- Law Office of Sherri M. Stinson
-
Palm Harbor, FL
FULL_TIME
-
Job Summary:
We are seeking a skilled Estate Planning Attorney to join our legal team. The ideal candidate will meet with clients, provide legal advice and representation to clients and appear in court as needed.Duties:
- Facilitate meetings with clients in order to create estate plans
- Make assessments of client needs and suggest suitable services
- Assign projects to paralegals or legal aides
- Conduct estate plan signing meetings
- Maintain records and collaborate with paralegals and legal aides to guarantee quality and timely completion of work
- Stay current with the latest estate planning techniques, probate rules, and relevant regulations
- Attend courts, either virtually or in person, for probate and motion hearings
- Keep track of billable hours and report to the supervising attorney weekly
- Monitor case status and provide clients with updates
Requirements:
- Juris Doctor (JD) from an accredited law school
- Proven experience as an attorney specializing in estate planning for at least 3 to 5 years, with preference given to those with experience with taxable estates. If you do not have estate planning experience, you will not be considered for this position
- A strong liking for interacting with people through in-person, phone, or Zoom conversations
- Proficiency in Wealth Counsel or similar software
- Unfazed by technology and eager to learn new skills
- Ability to juggle multiple projects simultaneously
Please no recruiters. Florida Bar License is REQUIRED.
Job Type: Full-time
Pay: $83,662.00 - $86,164.00 per year
Benefits:
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Schedule:
- 10 hour shift
- 8 hour shift
- Day shift
- Monday to Friday
- No weekends
Education:
- High school or equivalent (Preferred)
Experience:
- Estate planning: 1 year (Required)
License/Certification:
- Florida Bar License (Required)
Ability to Relocate:
- Palm Harbor, FL 34683: Relocate before starting work (Required)
Work Location: In person
- Just Posted
- Sherri M. Stinson, P.A.
-
Palm Harbor, FL
FULL_TIME
- Can you imagine going to work every day knowing that you are making a positive difference for families in our community? Do you love helping people make some of the most important decisions of their l...
- 1 Month Ago
- CPS HR Consulting
-
Port Richey, FL
FULL_TIME
- The city of New Port Richey, Florida is seeking a Planning & Community Development Director. This riverfront community approximately 30 miles northwest of greater Tampa with a total area of 4.6 miles ...
- Just Posted
- Temp Experts
-
Clearwater, FL
FULL_TIME
- Legal Assistant Full Time - Direct Hire Clearwater, FL TempExperts is hiring on behalf of an Estate Planning and Probate law firm for a Legal Assistant. This is a full-time In-office position in the C...
- 22 Days Ago
- Vreeland Real Estate
-
Clearwater, FL
FULL_TIME
- Are you ready to seize an outstanding opportunity to advance your real estate career? Vreeland Real Estate invites you to explore a realm of boundless potential! At Vreeland Real Estate, we invite you...
- 20 Days Ago
- Blue Moon Estate Sales of Pinellas County
-
Palm Harbor, FL
PART_TIME
- Estate Sale Associates At Blue Moon Estate Sales we pride ourselves in having the most friendly and helpful estate liquidators in the business. We search for individuals who are passionate about helpi...
- 18 Days Ago
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0 Estate Planning Director jobs found in Clearwater, FL area
- YMCA of the Suncoast
-
Clearwater, FL
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- 4/24/2024 12:00:00 AM
- Brown & Brown Insurance
-
Clearwater, FL
- Brown & Brown is seeking a Business Unit CFO to join our team in Clearwater, FL. Reporting to the Director of Finance, t...
- 4/23/2024 12:00:00 AM
- Philanthropy Northwest
-
Saint Petersburg, FL
- JOB OVERVIEW Philanthropy Northwest seeks a dynamic and experienced professional to join our team as a Director of Peopl...
- 4/23/2024 12:00:00 AM
- Ashley Furniture Industries
-
Tampa, FL
- Build Your Career with Ashley Senior Director Media Planning & Strategy Join a vibrant team that celebrates innovation, ...
- 4/22/2024 12:00:00 AM
- MarineMax
-
Clearwater, FL
- Job Information for Operations Coordinator Are you looking for a career in the Boating Industry and not sure where to st...
- 4/22/2024 12:00:00 AM
- Ashley Furniture Industries
-
Tampa, FL
- Build Your Career with Ashley Senior Director Media Planning & Strategy Join a vibrant team that celebrates innovation, ...
- 4/20/2024 12:00:00 AM
- Incentive Meeting Services
-
Clearwater, FL
- Job Description Job Description Benefits/Perks Career Growth Opportunities Fun and Energetic Environment Ongoing trainin...
- 4/20/2024 12:00:00 AM
- Brown & Brown Insurance
-
Clearwater, FL
- Brown & Brown is seeking a Business Unit CFO to join our team in Clearwater, FL. Reporting to the Director of Finance, t...
- 4/20/2024 12:00:00 AM
About Clearwater, Florida
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