Estate Planning Director jobs in Helena, MT
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
- Scout Real Estate
-
Bozeman, MT
PART_TIME
-
Scout Real Estate brokerage is hiring an assistant real estate professional focused on Property Management, no license needed to start.
$25-$32 depending on experience and qualifications.
Part-time, 20 hours per week, flexible schedule.
We are looking for someone with great communications skills, attention to detail, and an ability to carry out tasks to completion.
This job will involve some property management services, short term management rental management and other real estate services including: coordinating services and repairs with tenants and contractors, inspecting properties, and office management. This job will be task oriented.
Our company is a young integrated, full service real estate brokerage, offering property management, leasing, sales, marketing, and investment opportunities. We manage a mix of commercial and residential properties throughout Gallatin Valley.
If you are interested in setting up an interview, please respond to this ad with a couple of sentences about why you would be a great fit and what experience you have that will allow you to excel at this position.
Job Type: Part-time
Benefits:
- Flexible schedule
- Professional development assistance
Schedule:
- Monday to Friday
Ability to commute/relocate:
- Bozeman, MT 59718: Reliably commute or planning to relocate before starting work (Required)
License/Certification:
- Real Estate License (Preferred)
Work Location: In person
- 1 Month Ago
- Windermere Real Estate
-
Hamilton, MT
FULL_TIME
- Being a Windermere agent is much more than a job. It’s a true calling. We believe in acting beyond ourselves and caring deeply about our clients and communities. We exist to elevate and humanize real ...
- 1 Month Ago
- AmeriMont Real Estate
-
Manhattan, MT
PART_TIME
- Real Estate & Office Assistant Position available in Manhattan, Montana (15 minutes west of Bozeman on I-90). This is an ON SITE, part time position in a great office environment.Company Description: ...
- 1 Month Ago
- Care Planning Institute, Inc
-
Seeley, MT
PART_TIME
- We are a home care aide servcies agency that has been in business since 2007 and help elderly people stay safe and well in their homes. We provide home care services in 15 states. We also offer same d...
- 18 Days Ago
- Care Planning Institute, Inc
-
Bozeman, MT
PART_TIME
- We are a home care aide servcies agency that has been in business since 2007 and help elderly people stay safe and well in their homes. We provide home care services in 19 states. We also offer same d...
- 22 Days Ago
- Care Planning Institute, Inc
-
Bozeman, MT
FULL_TIME
- Care Planning Institute, Inc - We are a home care agency that has been in business since 2007 and in need of a person to perform in-home assessments of elderly clients in the Bozeman, MT area (clients...
- 1 Day Ago
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- Helena, MT
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0 Estate Planning Director jobs found in Helena, MT area
- Careerbuilder
-
Helena, MT
- Reporting directly into the VP EBSO Commercial, the Director EBSO is responsible for promoting and facilitating the succ...
- 4/24/2024 12:00:00 AM
- Department Of The Treasury
-
Helena, MT
- Duties WHAT IS THE SBSE - SMALL BUSINESS SELF EMPLOYED DIVISION? A description of the business units can be found at: ht...
- 4/22/2024 12:00:00 AM
- Veterans Health Administration
-
Fort Harrison, MT
- Summary The incumbent provides integrated treatment for patients with Substance Use Disorder, as well as a variety of ot...
- 4/22/2024 12:00:00 AM
- Veterans Health Administration
-
Fort Harrison, MT
- Summary This position is eligible for the Education Debt Reduction Program (EDRP), a student loan payment reimbursement ...
- 4/22/2024 12:00:00 AM
- Veterans Health Administration
-
Fort Harrison, MT
- Summary The incumbent provides integrated treatment for patients with Substance Use Disorder, as well as a variety of ot...
- 4/22/2024 12:00:00 AM
- Veterans Health Administration
-
Fort Harrison, MT
- Summary This position is eligible for the Education Debt Reduction Program (EDRP), a student loan payment reimbursement ...
- 4/22/2024 12:00:00 AM
- Veterans Health Administration
-
Fort Harrison, MT
- Summary This position is eligible for the Education Debt Reduction Program (EDRP), a student loan payment reimbursement ...
- 4/22/2024 12:00:00 AM
- Veterans Health Administration
-
Fort Harrison, MT
- Summary The incumbent provides integrated treatment for patients with Substance Use Disorder, as well as a variety of ot...
- 4/22/2024 12:00:00 AM
About Helena, Montana
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