Estate Planning Director jobs in Temple, TX

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

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Director of Planning and Development Services
  • City of College Station
  • College Station, TX FULL_TIME
  • Under general direction of the Assistant City Manager, the Director of Planning and Development Services is responsible for the organization, direction and management of the Planning and Development Services Department, including the following working groups: Administration; Development Coordination; Long Range Planning; Transportation Planning; Bicycle, Pedestrian and Greenways Planning; Land development; Engineering; Infrastructure Construction and Inspections; Building Permitting, and Building Inspections. Responsible for preparing and implementing plans and programs necessary to address City Council issues, directives and special projects.
    1. Plan, organize, integrate, oversee and evaluate Planning and Development Services activities and programs; develop, implement and monitor strategic plans, goals and objectives focused on achieving the City’s mission and Council priorities.
    2. Provide leadership and direct all divisions of Planning and Development Services, (directly, and indirectly through subordinates), which includes prioritizing and assigning work; monitoring workloads, conducting performance evaluations; ensuring adherence to standards and procedures; developing staff; and making hiring, terminating and disciplinary decisions or recommendations.
    3. Direct all divisions of the Planning and Development Services, to include but not limited to hiring, evaluating, counseling, disciplining and terminating subordinate employees (in coordination with Human Resources). Monitoring workloads, objectives and the performance of subordinates.
    4. Prepare and implement plans, programs, permitting and inspection of construction, development and other projects.
    5. Plan, organize, direct and evaluate the performance of assigned staff; establish performance requirements and personal development targets; monitor performance and provide mentoring for performance improvement and development.
    6. Responsible for the investigation and disposition of disputes, complaints and disagreements regarding code and ordinance-related issues between departmental staff, other City departments, citizens, neighborhood groups, developers and development review applicants; respond to inquiries and participate in the development and implementation of resolutions.
    7. Oversee development projects, to include but not limited to, reviewing and approving engineering drawings for construction, ensuring compliance; and overseeing, directing and participating (as required) in site inspections of construction projects;  and coordinating and working with consultants, developers, City departments and citizens in the preparation of plans, development review, preparation of codes and ordinances and other development-related projects.
    8. Advise the City Council, City Manager, citizen groups and boards, individuals, contractors and others on matters related to planning and development services programs and activities; assemble necessary resources to solve a broad range of challenges in the delivery of planning and development services; assist in the preparation of new City ordinances and the revision of existing ordinances. 
    9. Prepare and monitor departmental budget ensuring cost effective, high impact use of monetary and non-monetary sources.
    10. Establish and maintain collaborative relationships within the organization, neighborhoods, development community, and other community partners.
    11. Serve as a member of the City’s Executive Management Team, collectively responsible for community and organizational strategic initiatives and annual City budget development.  
    12. Perform other related duties as assigned.
    Required:        
    Bachelor’s Degree in urban planning, architecture, civil engineering, construction management, public administration or related field, and seven (7) or more years of progressively responsible planning, engineering, building, or public administration experience, including five (5) years leadership experience; or an equivalent combination of education and experience.     Valid Texas Driver’s License. Knowledge of planning and development principles and practices. Knowledge of code administration, ordinance development and ordinance enforcement. Excellent interpersonal, oral and written communication, and public presentation skills. Available for emergency response.

    Preferred:       
    Master’s Degree in urban planning, architecture, civil engineering, construction management, public administration or related field.     Certification and/or licensure in planning, engineering, building, or public administration, such as American Institute of Certified Planners (AICP) designation, Professional Engineer (P.E.), Certified Building Official (CBO), or Certified Public Manager (CPM). Experience working in a municipality.
     
    Qualified candidates are encouraged to apply by sending a resume and letter of interest to:  PlanningDevDir@cstx.gov

    Candidates selected to continue in the process will be contacted with next steps.  
  • 28 Days Ago
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Signature Lifestyle Cook- Watercrest at Bryan
  • Integrated Real Estate Group
  • Bryan, TX FULL_TIME
  • Integrated Real Estate GroupWe, at Integrated Real Estate Group, are dedicated to enhancing the lives of our residents. With high values and morals reflected in everything we do, we strive to be the l...
  • 19 Days Ago
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Certified Medication Aide - Isle at Watercrest Bryan, PRN
  • Integrated Real Estate Group
  • Bryan, TX PART_TIME
  • Integrated Real Estate GroupWe, at Integrated Real Estate Group, are dedicated to enhancing the lives of our residents. With high values and morals reflected in everything we do, we strive to be the l...
  • 22 Days Ago
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Server / Waitstaff - Watercrest at Bryan, Part Time
  • Integrated Real Estate Group
  • Bryan, TX PART_TIME
  • Integrated Real Estate GroupJoin our family-owned company with 20 years of expertise in property development, senior housing, multi-family projects, and construction. We prioritize quality, community,...
  • Just Posted
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Concierge - Watercrest at Bryan, Part Time
  • Integrated Real Estate Group
  • Bryan, TX PART_TIME
  • Integrated Real Estate GroupJoin our family-owned company with 20 years of expertise in property development, senior housing, multi-family projects, and construction. We prioritize quality, community,...
  • Just Posted
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Certified Medication Aide - Isle at Watercrest Bryan, Full Time
  • Integrated Real Estate Group
  • Bryan, TX FULL_TIME
  • Integrated Real Estate GroupWe, at Integrated Real Estate Group, are dedicated to enhancing the lives of our residents. With high values and morals reflected in everything we do, we strive to be the l...
  • 4 Days Ago
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0 Estate Planning Director jobs found in Temple, TX area

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Manufacturing Senior HR Manager- Bilingual (Spanish/ English)
  • Hanwha Advanced Materials
  • Georgetown, TX
  • Job Description Job Description Are you ready to be the architect of our workforce in an exciting, brand-new manufacturi...
  • 4/26/2024 12:00:00 AM
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Submission for the position: Director of Clinic Operations - (Job Number: 24006183)
  • Baylor Scott & White Healthcare
  • Temple, TX
  • JOB SUMMARY Dir Operations - Clinics S1 is responsible for planning, overseeing, and leading the day-to-day operations o...
  • 4/26/2024 12:00:00 AM
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Senior Human Resources Manager-Manufacturing
  • Hanwha Advanced Materials America Llc
  • Georgetown, TX
  • Are you ready to be the architect of our workforce in an exciting, brand-new manufacturing venture? Were searching for a...
  • 4/26/2024 12:00:00 AM
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Submission for the position: Division Director, Cardiac and Thoracic Surgery - (Job Number: 23019480)
  • Baylor Scott & White Healthcare
  • Temple, TX
  • Baylor Scott & White Health is seeking a Division Director of Cardiac and Thoracic Surgery to join our Department of Sur...
  • 4/25/2024 12:00:00 AM
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Director of Clinic Operations
  • Texas Health
  • Temple, TX
  • texas health Director of Clinic Operations Temple , Texas Apply Now Dir Operations - Clinics S1 is responsible for plann...
  • 4/24/2024 12:00:00 AM
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Multi-District Training Director
  • YMCA of Central Texas
  • Round Rock, TX
  • The YMCA of Central Texas is seeking a driven individual to join our Licensed Child Care team as a Multi-District Traini...
  • 4/24/2024 12:00:00 AM
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Manager, Transportation Planning and Programming
  • lghn.org
  • Georgetown, TX
  • Manager, Transportation Planning and Programming Location **Description** **First Review of Applications:** Friday, Marc...
  • 4/22/2024 12:00:00 AM
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Senior Human Resources Manager-Manufacturing
  • HANWHA ADVANCED MATERIALS AMERICA, LLC
  • Georgetown, TX
  • Are you ready to be the architect of our workforce in an exciting, brand-new manufacturing venture? We’re searching for ...
  • 4/22/2024 12:00:00 AM
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About Temple, Texas

Temple is a city in Bell County, Texas, United States. As of 2016, the city has a population of 73,600 according to a US census estimate. Located near the county seat of Belton, Temple lies in the region referred to as Central Texas and is a principal city in the Killeen–Temple–Fort Hood Metropolitan Statistical Area, which as of 2015 had a population of 450,051. Located off Interstate 35, Temple is 65 miles (105 km) north of Austin and 34 miles (55 km) south of Waco. Temple has developed as a small city with a number of arts and retail amenities not typically associated with a smaller commun...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$117,096 to $174,155
Temple, Texas area prices
were up 1.2% from a year ago
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What does an Estate Planning Director do?

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