Estate Planning Director jobs in Green Bay, WI

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)

B
Planner I/II (Community Assistance Planner)
  • Bay-Lake Regional Planning Commission
  • De Pere, WI FULL_TIME
  • Job Summary:

    The Planner I/II position will handle a wide range of planning activities from developing long-range planning documents to conducting technical assistance and public outreach, grant writing, and more. This position will be responsible for managing and shaping the Commission’s Community Assistance Program. The Planner will work under the supervision of the Executive Director.

    Duties and Responsibilities:

    • Lead and develop community development plans and studies such as Comprehensive Plans, Hazard Mitigation Plans, Farmland Preservation Plans, and more.
    • Assist with research and data analysis for planning projects by collecting, analyzing, and interpreting quantitative and qualitative data.
    • Prepare and present graphical presentations, reports, and summaries.
    • Research legislation and policies related to community development while regularly engaging with local, state, and federal agencies, along with stakeholders and citizens.
    • Assist in developing grant applications for state and federal funding and manage contracts for various planning projects.
    • Develop and implement outreach strategies that may include engaging communication tools, online platforms, websites, special events, and public meetings.

    Education and Experience:

    • Bachelor’s degree in urban/regional planning or a related field from an accredited college or university, master’s degree preferred.
    • One or more years of professional planning experience desired.
    • Possess strong problem-solving skills and attention to detail, along with excellent interpersonal skills.
    • Excellent written and verbal skills with experience presenting or speaking at public events, meetings, open houses, etc.
    • Experience with various computer software including, but not limited to, Microsoft Office Suite and Adobe Creative Suite (InDesign/Illustrator/Photoshop). GIS knowledge is a plus.
    • Ability to work independently to meet timelines and manage multiple projects with minimum supervision.
    • Working knowledge and experience in community development planning and land use regulations.

    Compensation & Benefits:

    • The annual salary ranges from $52,599 to $61,436 depending on qualifications. This is a full-time position (i.e., 40 work hours/week).
    • Benefits package includes health, dental, vision, life, and disability insurance.
    • Paid vacation, holiday, and sick leave. Starting at 13 days paid vacation annually (accrual up to a maximum of 200 hours); 13 days paid sick leave annually (accrual up to a maximum of 1,040 hours); 10.5 paid holidays annually
    • Participation in the Wisconsin State Retirement System.
    • Voluntary participation in the Wisconsin Deferred Compensation Program.
    • Flexible work hours available.
    • Additional benefits include annual wellness reimbursement, quarterly work events, and potential relocation reimbursement.

    Application Requirements:

    Interested applicants must submit the following to blrpcadmin@baylakerpc.org

    • Resume
    • Cover Letter

    This position will remain open until filled (initial review: April 22, 2024).

    To find the full job posting, please visit www.baylakerpc.org/about/employment-opportunities

    The Bay-Lake RPC is an Equal Opportunity Employer.

    Job Type: Full-time

    Pay: $52,599.00 - $61,463.00 per year

    Benefits:

    • Dental insurance
    • Employee assistance program
    • Flexible schedule
    • Health insurance
    • Life insurance
    • Paid time off
    • Referral program
    • Retirement plan
    • Tuition reimbursement
    • Vision insurance

    Schedule:

    • 8 hour shift
    • Monday to Friday

    Work setting:

    • In-person

    People with a criminal record are encouraged to apply

    Education:

    • Bachelor's (Required)

    Experience:

    • planning or related: 1 year (Required)

    Work Location: In person

  • 23 Days Ago

1
Dynamic Real Esate Agent
  • 1st Class Real Estate
  • Hobart, WI PART_TIME,FULL_TIME
  • At 1st Class Real Estate - Impact, we are a forward-thinking real estate firm dedicated to fostering inclusive growth and innovation in the property market. Our team is committed to providing exceptio...
  • 2 Days Ago

V
Financial Planning & Analysis
  • Veriha Trucking, Inc. (ND)
  • Marinette, WI FULL_TIME
  • Job Description: Total compensation is based on experience and will take into consideration base rate, incentive plans, and company profitability pay outs per position. The Financial Planning & Analys...
  • 20 Days Ago

M
Planning & Park Summer Position
  • MANITOWOC COUNTY
  • MANITOWOC, WI FULL_TIME
  • This position will be scheduled to work 40 hours per week. Duties include park maintenance activities.
  • 20 Days Ago

H
Tax Planning Specialist
  • Hantz Group
  • Marquett, MI FULL_TIME
  • Tax Planning SpecialistHantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over...
  • Just Posted

C
Mine Planning Engineer
  • Cleveland-Cliffs, Inc.
  • Ishpeming, MI FULL_TIME
  • Cleveland-Cliffs, Michigan Operations, has an immediate opportunity for a Mine Planning Engineer at our Tilden Mine site. This individual will be primarily responsible for drill and blast design, infr...
  • Just Posted

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0 Estate Planning Director jobs found in Green Bay, WI area

E
Operations Manager
  • Essity
  • Neenah, WI
  • Operations Manager Who We Are Essity is a global leader in health and hygiene with our corporate headquarters in Stockho...
  • 4/26/2024 12:00:00 AM

D
Operations Manager
  • Dayton Freight
  • Neenah, WI
  • Overview: Stable and growing organization Competitive weekly pay Quick advancement Professional, positive and people-cen...
  • 4/26/2024 12:00:00 AM

F
Community Engagement Coordinator
  • Fox Valley Literacy
  • Appleton, WI
  • Fox Valley Literacy is a 501(c)3 nonprofit based in Appleton, WI that provides free English language, citizenship, readi...
  • 4/24/2024 12:00:00 AM

M
Executive Director
  • Moments Hospice
  • Green Bay, WI
  • Job description Moments Hospice is a leading hospice organization determined to change the hospice experience for patien...
  • 4/24/2024 12:00:00 AM

K
Director - Research and Development
  • Koch Industries
  • Neenah, WI
  • Your Job Georgia-Pacific Consumer Operations LLC is seeking a highly motivated, dedicated and experienced Director of Pr...
  • 4/24/2024 12:00:00 AM

C
Director of Talent
  • Chick-fil-A
  • Green Bay, WI
  • Company Overview CHICK-FIL-A GREEN BAY'S VISION STATEMENT: To positively influence, cultivate, and inspire all. CHICK-FI...
  • 4/23/2024 12:00:00 AM

A
Station Supervisor - ATW
  • Allegiant
  • Appleton, WI
  • Summary The Station Supervisor is responsible for providing support for the day-to-day operations of the station. This r...
  • 4/23/2024 12:00:00 AM

F
Community Engagement Coordinator
  • Fox Valley Literacy
  • Appleton, WI
  • Fox Valley Literacy is a 501(c)3 nonprofit based in Appleton, WI that provides free English language, citizenship, readi...
  • 4/23/2024 12:00:00 AM

Green Bay is a city in and the county seat of Brown County in the U.S. state of Wisconsin, at the head of Green Bay, a sub-basin of Lake Michigan, at the mouth of the Fox River. It is 581 feet (177 m) above sea level and 112 miles (180 km) north of Milwaukee. The population was 104,057 at the 2010 census. Green Bay is the third-largest city in the state of Wisconsin, after Milwaukee and Madison, and the third-largest city on Lake Michigan's west shore, after Chicago and Milwaukee. Green Bay is home to the National Football League's Green Bay Packers. Green Bay is the principal city of the Gree...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$123,709 to $183,991
Green Bay, Wisconsin area prices
were up 1.3% from a year ago

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