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)
Florham Park tax law firm seeks associate for position in estate planning department. Candidate for should have 1-5 years’ experience, excellent research and writing skills, along with superior analytical and communication abilities, that will allow you to assume responsibility and work independently drafting documents and interacting with clients. Position is a great opportunity for individuals that are looking for a firm they can grow with long term. Must be admitted in New Jersey with New York admission a plus. We offer medical insurance and 401k benefits. Please send resumes to Catherine Romania, Esq. at Witman Stadtmauer, P.A., 26 Columbia Turnpike, Suite 100, Florham Park, NJ 07932 or via email at cromania@wsmesq.com.
Job Type: Full-time
Benefits:
Work Location: In person
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