Estate Planning Director jobs in Manchester, NH

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)

N
Planning Associate
  • Northeast Planning Associates
  • Bedford, NH FULL_TIME,PART_TIME
  • We are an independent Wealth Management firm located in Southern NH seeking a high quality, energetic individual to work directly with our financial planning team serving a group of successful financial planners. This is an excellent opportunity for growth in the financial services industry.

    Job Overview:

    We are seeking a financial planning associate to join our firm. The ideal candidate would have financial services experience, and preferably hold Series 7 and 66 securities licenses. However, we would also be willing to assist in obtaining these licenses for the right person. Such an individual will desire working in a team-oriented independent RIA firm; will have involvement in all aspects of the business, learning and shaping the way we resource our advisors. Candidates that fit into our firm and culture will embrace technology, and enjoy a collaborative environment.

    Responsibilities:

    • Assist Wealth Managers in managing client relationships, including scheduling meetings, preparing materials, and following up on action items.
    • Prepare and process client documentation, such as account openings, transfers, and investment transactions.
    • Coordinate with internal departments to facilitate client requests and resolve inquiries in a timely manner.
    • Assist in the preparation of client reports, presentations, and other communication materials.
    • Organization of gathered data and input into various financial planning software
    • Work closely with head of department to deliver high quality financial planning output to financial advisors
    • Work with advisors to clarify client goals and objectives, and help provide adjustments when needed
    • Tracking and reviewing of fee-based financial plans to ensure the plan satisfies the client agreement forms
    • Run investment research reports
    • Oversee the process for the collection and reporting of financial planning fees
    • Monthly and annual reporting projects

    Desired Skills:

    • 4-year College degree
    • 2-3 years in a professional office environment preferred, but not necessary for the right career-oriented candidate
    • FINRA Series 7 & 66 licenses is a plus but not required
    • FPQP, ChFC or other similar designation is a plus but not required
    • Ability to learn various software applications
    • Proficient in Microsoft office applications, including Excel and Outlook
    • High level of attention to detail
    • Strong verbal and written communication skills
    • Capacity to work in a collaborative environment and work independently

    Perks:

    • Ideally a full-time position but could be structured as a part-time position for the right candidate
    • Salary commensurate with experience and licensing if applicable
    • Includes benefits package
    • Mentorship and Learning Opportunities
    • Straightforward, professional, and enjoyable work environment

    If you are interested in joining our firm, please respond with your resume and a cover letter that addresses how your experience relates to the job duties and responsibilities of this particular position. Please include your salary level desired as well.

    Job Types: Full-time, Part-time

    Pay: $50,000.00 - $60,000.00 per year

    Benefits:

    • 401(k)
    • 401(k) matching
    • Dental insurance
    • Flexible schedule
    • Flexible spending account
    • Health insurance
    • Paid time off
    • Professional development assistance

    Schedule:

    • 8 hour shift
    • Day shift
    • Monday to Friday

    Work Location: In person

  • 4 Days Ago

P
Associate Attorney, Real Estate, Trust & Estate Planning (Manchester, NH)
  • Primmer Piper Eggleston & Cramer PC
  • Manchester, NH FULL_TIME
  • August, 2023 PRIMMER PIPER EGGLESTON & CRAMER PC, a regional law firm with offices in Vermont, New Hampshire, and Washington, D.C., seeks an attorney to join its real estate and estate planning teams ...
  • 2 Days Ago

W
Senior Tax Manager/Director - Real Estate
  • Wipfli LLP
  • Bedford, NH FULL_TIME
  • At Wipfli, people count The way you think makes you different. At Wipfli, we embrace that. Our inclusive culture provides a space for everyone to have a voice. Our growing number of DEI resource group...
  • 23 Days Ago

H
Planning Consultant
  • Happy Vibes Adventures
  • Manchester, NH FULL_TIME
  • About the job Are you looking to do something new and different? Are you looking for a way to supplement your income AND enjoy perks and discounts to cruises, tropical resort getaways, and exciting th...
  • 24 Days Ago

S
Planning Manager
  • Sanmina Corporation
  • Manchester, NH FULL_TIME
  • Sanmina Corporation (Nasdaq: SANM) is a leading integrated manufacturing solutions provider serving the fastest-growing segments of the global Electronics Manufacturing Services (EMS) market. Recogniz...
  • 13 Days Ago

I
Planning Expeditor
  • Intervala,LLC
  • Manchester, NH FULL_TIME
  • Job Summary & Essential FunctionsCoordinate and expedite materials, parts and assemblies between departments while supporting production schedules to ensure customer commitments are satisfied. Initiat...
  • 15 Days Ago

Filters

Clear All

Filter Jobs By Location
  • Filter Jobs by companies
  • More

0 Estate Planning Director jobs found in Manchester, NH area

C
Senior Director of Technical Program Management (Bank Tech)
  • Capital One
  • Manchester, NH
  • Center 1 (19052), United States of America, McLean, Virginia Senior Director of Technical Program Management (Bank Tech)...
  • 3/29/2024 12:00:00 AM

R
Associate Chief Nursing Officer - Relocation Assistance
  • Rochester Regional Health
  • Manchester, NH
  • HOW WE CARE FOR YOU: At Rochester Regional Health, we are dedicated to getting health care right. Our robust benefits an...
  • 3/29/2024 12:00:00 AM

R
Associate Chief Nursing Officer - Rochester General Hospital
  • Rochester Regional Health
  • Manchester, NH
  • HOW WE CARE FOR YOU: At Rochester Regional Health, we are dedicated to getting health care right. Our robust benefits an...
  • 3/29/2024 12:00:00 AM

R
Associate Chief Nursing Officer - Unity Hospital
  • Rochester Regional Health
  • Manchester, NH
  • HOW WE CARE FOR YOU: At Rochester Regional Health, we are dedicated to getting health care right. Our robust benefits an...
  • 3/29/2024 12:00:00 AM

C
24-030 Planning Division Supervisor
  • City of Dover, NH
  • Dover, NH
  • The Planning Director is seeking a responsible individual to manage and perform routine and complex technical and profes...
  • 3/28/2024 12:00:00 AM

C
Director, New England Heart & Vascular Institute, Advance Practice Providers
  • Catholic Medical Center
  • Manchester, NH
  • POSITION SUMMARY: Acts as clinical management resource to the Executive Director of Operations and Medical Director of t...
  • 3/28/2024 12:00:00 AM

N
Outreach Admission / Career Preparation Coordinator
  • NH Job Corps
  • Manchester, NH
  • Job Description Job Description Work for a company that makes a difference. We are growing! NH Job Corps is hiring for a...
  • 3/28/2024 12:00:00 AM

W
Strategic Project Manager
  • WestCongress Insurance Services LLC
  • Manchester, NH
  • Champlain Insurance Group is a fast-growing, specialty, surplus and excess lines insurance enterprise. Which, through ou...
  • 3/26/2024 12:00:00 AM

Manchester is a city in the southern part of the U.S. state of New Hampshire. It is the most populous city in northern New England, an area comprising the states of Maine, New Hampshire, and Vermont. As of the 2010 census the city had a population of 109,565, up slightly to 111,196 in a 2017 estimate. The combined Manchester-Nashua Metropolitan Area had a 2010 population of 400,721. Manchester is, along with Nashua, one of two seats of Hillsborough County, the state's most populous. Manchester lies near the northern end of the Northeast megalopolis and straddles the banks of the Merrimack Rive...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$132,776 to $197,472
Manchester, New Hampshire area prices
were up 1.4% from a year ago

Estate Planning Director in Richland, WA
They assist personal representatives, trustees, and beneficiaries with estate and trust administration and advise fiduciaries and beneficiaries in contested or potentially contested trust and estate matters.
February 17, 2020
Estate Planning Director in Spokane, WA
Here’s a closer look at each one of these estate planning blunders, most of which are easily avoided.
January 15, 2020
Estate Planning Director in Hialeah, FL
Some people assume that unless you have a sizeable estate, it’s not necessary to hire a lawyer to create a will.
January 04, 2020