Estate Planning Director jobs in New Mexico
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
Associate Attorney Estate Planning
- gpac
-
Bosque, NM
FULL_TIME
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A well-established law firm is seeking an Associate Attorney to join their growing Estate Planning Practice Group. If you're an attorney looking for a team to grow with, reach out to Virginia Amburgy today.
Qualifications- Must be admitted to and in good standing with the New Mexico State Bar
- 2 Years Practice Experience; estate planning, probate/trust administration, conservatorships, guardianships
- Ability to service a book of clients.
- Takes pride in building meaningful and lasting client relationships
- Ability to manage cases independently while also exhibiting willingness to collaborate alongside a growing team
- Possess strong analytical skills, excellent oral and written communication skills
- Attention to detail and excellent proofreading skills
- Lifestyle firm; prioritizes work-life balance
- Benefits package offered; 401k benefits
- Flexible work setting once established, onsite work preferred to start
- Highly collaborative atmosphere, excellent opportunity for mentorship.
All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.
GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.
- 2 Days Ago
Director of Planning & Procurement
- LHH
-
Albuquerque, NM
FULL_TIME
- Position: Director of Planning and ProcurementLocation: Corporate Headquarters - Metropolitan AreaEmployment Type: Full-TimeEducational Level: Bachelor's Degree in Business or related field; MBA would...
- 8 Days Ago
Director, Campus Capital & Space Planning
- unm
-
Albuquerque, NM
FULL_TIME
- The University of New Mexico is seeking an experienced and driven leader to serve as the Director of the newly formed Campus Capital and Space Planning. Leading all aspects of the University capital p...
- 9 Days Ago
Director of Campus Capital & Space Planning
- Insight Global
-
Albuquerque, NM
FULL_TIME
- Our client in the Higher Education industry is seeking an experienced and driven leader to serve as the Director of the newly formed Campus Capital and Space Planning. Leading all aspects of the Unive...
- Just Posted
Director, Campus Capital & Space Planning - req# 29635
- University of New Mexico
-
Albuquerque, NM
FULL_TIME
- Dir,Campus Capital & Space PlnRequisition IDreq29635Working TitleDirector, Campus Capital & Space PlanningPosition Grade17Position SummaryThe University of New Mexico is seeking an experienced and dri...
- 19 Days Ago
Real Estate Assistant
- Z Real Estate
-
Las Cruces, NM
FULL_TIME
- We’re hiring a motivated real estate administrative assistant to join our growing team. Responsibilities include administrative duties such as keeping track of all transaction documents in the client ...
- 4 Days Ago
Estate Planning Director jobs at Popular Companies
Planning Director
- Elite Associates
-
New York, NY
- Oversee permanent product, Outlet, and end of product life cycle sales, stock management, and allocation across all cate...
- 6/11/2024 12:00:00 AM
Director, Biometrics Planning & Execution
- WuXi AppTec
-
San Diego, CA
- The primary responsibility of this position is to supervise proposals, contracts, and budget activities, as well as over...
- 6/11/2024 12:00:00 AM
Director, Strategic Planning
- McCann Health Managed Markets | An IPG Health Company
-
- About the job The Director, Strategic Planning is responsible for applying customer understanding to creative problems t...
- 6/11/2024 12:00:00 AM
Director of Planning
- City of Cambridge
-
Cambridge, MD
- The City of Cambridge is seeking a dynamic and energetic individual for the position of Director of Planning to supervis...
- 6/10/2024 12:00:00 AM
Director Strategic Planning Cox Business
- Cox Communications
-
Atlanta, GA
- JOB SUMMARY: Cox Communications is seeking to add two new directors to their Strategy Planning team. These Strategic Pla...
- 6/10/2024 12:00:00 AM
Planning Director
- AppleOne Employment Services
-
Fresno, CA
- TITLE: DIRECTOR OF FORWARD PLANNING ABOUT THE JOB: Seeking experienced candidates for a DIRECTOR OF FORWARD PLANNING rol...
- 6/7/2024 12:00:00 AM
Planning Director
- Licking County
-
Newark, OH
- Company Description Licking County Planning Commission Job Description JOB OPPORTUNITY! Licking County Planning Director...
- 6/7/2024 12:00:00 AM
Director, Financial Planning
- Edward Jones
-
Saint Louis, MO
- Your passion. Our purpose. This could be powerful. Maybe the markets keep you up at night. Trusts are your forte. Or you...
- 4/15/2024 12:00:00 AM
About New Mexico
New Mexico (Spanish: Nuevo México Spanish pronunciation: [ˈnweβo ˈmexiko] (listen), Navajo: Yootó Hahoodzo pronounced [jòːtxó xɑ̀xʷòːtsò]) is a state in the Southwestern region of the United States of America; its capital and cultural center is Santa Fe, which was founded in 1610 as capital of Nuevo México (itself established as a province of New Spain in 1598), while its largest city is Albuquerque with its accompanying metropolitan area. It is one of the Mountain States and shares the Four Corners region with Utah, Colorado, and Arizona; its other neighboring states are Oklahoma to the north...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$120,079 to $178,589
Most Popular Cities in New Mexico for Estate Planning Director Jobs
What does an Estate Planning Director do?
Estate Planning Director in Fort Smith, AR
The estate planning attorneys at Hanis Irvine Prothero can provide a full range of legal and financial tools for your estate planning requirements.
January 05, 2020
Estate Planning Director in Santa Barbara, CA
Estate Planning is more than just having a will, it is about planning for a good end of life.
January 31, 2020
Estate Planning Director in Newark, NJ
And on top of property-related considerations are other important estate-planning components, regardless of marital or parental status.
February 13, 2020