Estate Planning Director jobs in Trenton, NJ
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
- Boutique Recruiting
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Trevose, PA
FULL_TIME
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A top estate planning firm in Trevose, PA is seeking an Estate Planning Attorney to provide expert services to aging individuals and their families. The firm helps clients obtain essential care services for their loved ones through facilities or social services, including in-home care, respite care, and Medicaid planning. They are looking for self-motivated attorneys, with 3-5 years of experience in Elder law, estate planning, or trust planning, who are capable of adapting quickly to a fast-paced environment. You can look forward to a fulfilling career advocating for elderly clients, with a hybrid work arrangement, competitive compensation, and opportunities for professional growth at a firm with a reputation for being the best in their practice area!
Pay Range: $100,000 - $140,000 DOE
Responsibilities:- Draft wills, trusts, and related legal documents
- Engage in business development activities to contribute to revenue generation
- Manage a caseload of approximately 40-50 clients, focusing on 10-20 cases at a time
- Collaborate with clients on Life Care Planning, including power of attorney and trust establishment
- Assist clients with Medicaid planning, a labor-intensive aspect of the role
- Handle estate planning, guardianship, and estate administration matters
- Travel to clients' homes when necessary
- Utilize Microsoft Office 365, Google Suite, Time Matters, and Interactive Legal (ILS) software
Requirements:- 3 to 5 years of Elder Law experience
- Knowledge of estate planning, trust planning and medi-caid
- Must be barred in Pennsylvania
- New Jersey bar admission is preferred
- Proactive and able to take initiative
Benefits:- Medical, Dental and Vision insurance
- Profit sharing
- 20 days PTO/PSL
- 6 paid holidays
- Top firm in practice area
- Hybrid work arrangement
- Bonus potential
If you’re ready to make a meaningful impact on the lives of people by helping aging individuals and their families navigate sensitive and complex legal care and planning scenarios, apply now!
#INDLGL #LI-POST #LI-HYBRID #LI-JP1
Learn more about Boutique Recruiting - 1 Month Ago
- Burlington
-
Burlington, NJ
FULL_TIME
- **LOCATION** 2006 Route 130 North Burlington NJ US 08016 **Overview** If you want an exciting job with one of the largest off-price retailers in the nation, join the Burlington Stores, Inc. team as a ...
- 1 Month Ago
- Mason, Griffin & Pierson, PC
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Princeton, NJ
FULL_TIME
- Mason, Griffin & Pierson, P.C.since 1955 Princeton law firm seeks an attorney with at least 5 years of solid experience in Estate Planning and Estate Administration. Must be admitted to practice in Ne...
- 22 Days Ago
- United Placement Group
-
Trenton, NJ
OTHER
- Grow your practice by joining Legacy Plan’s Attorney Network! Advantages of joining our Network: Weekly meetings with other Network Members. Monthly presentations on estate and financial planning topi...
- 3 Days Ago
- Bristol Myers Squibb
-
Princeton, NJ
FULL_TIME
- Working with UsChallenging. Meaningful. Life-changing. Those aren’t words that are usually associated with a job. But working at Bristol Myers Squibb is anything but usual. Here, uniquely interesting ...
- 16 Days Ago
- Burlington
-
Burlington, NJ
FULL_TIME
- **LOCATION** 1830 Route 130 North Burlington NJ US 08016 **Overview** Bring your experience to our growing Fortune 500 retail company and certified Great Place to Work!Burlington Stores is a nationall...
- 23 Days Ago
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0 Estate Planning Director jobs found in Trenton, NJ area
- David's Bridal, LLC.
-
Conshohocken, PA
- This is a Hybrid role ( 3 days in office) A GREAT opportunity for a Manager or Senior Manager who is ready for a step up...
- 4/26/2024 12:00:00 AM
- Sierra Club
-
Trenton, NJ
- Job Title: Chapter Energy Program Manager Department: New Jersey Chapter Location: Hamilton or remote location in New Je...
- 4/26/2024 12:00:00 AM
- NEW HOPE COMMUNITY MINISTRIES
-
Prospect Park, NJ
- Job Description Job Description The Donor Engagement Director (DED) will prospect, cultivate, and steward relationships ...
- 4/26/2024 12:00:00 AM
- Canon USA & Affiliates
-
Trenton, NJ
- **Mgr Regulatory Affairs - req1193** **OVERVIEW** Responsible for pre-market and post-market activities as assigned by t...
- 4/25/2024 12:00:00 AM
- STV
-
Lawrence Township, NJ
- Description STV, a nationally recognized leader for delivering value and excellence in engineering, construction managem...
- 4/24/2024 12:00:00 AM
- UrbanPromise Ministries
-
Pennsauken, NJ
- Job Description Job Description Position Title: RiverGuides Program Supervisor Department: Experiential Learning Reports...
- 4/23/2024 12:00:00 AM
- Organon
-
Plymouth Meeting, PA
- Job Description The Position The US Market Finance Associate Director will join the US Finance Financial Planning & Anal...
- 4/23/2024 12:00:00 AM
- Burlington Coat Factory
-
Burlington, NJ
- Vice President, Merchandise Planning in Burlington , New Jersey 1830 Route 130 North Burlington NJ US 08016 **Overview**...
- 4/23/2024 12:00:00 AM
About Trenton, New Jersey
were up 1.5% from a year ago