Estate Planning Director jobs in Colorado

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)

D
Real Estate Administrative Director
  • Denver Real Estate Professionals
  • Denver, CO FULL_TIME
  • Denver Real Estate Professionals

    We are seeking an enthusiastic, organized, and professional real estate executive assistant with a creative mindset to join our 3-person real estate team at Compass Denver. You will play a crucial role in supporting the operational growth of our business. We are looking for someone who takes initiative and possesses strong organizational skills to excel in this position.

    Please note that this role is not a stepping stone to a real estate sales career; it is a unique opportunity to make a significant impact in a growing real estate business. This is a contract position without benefits.

    Think you have what it takes to excel in this role? Fill out the application and DISC profile to be considered. We are looking forward to connecting with you.

    Responsibilities

    • Assist in the coordination of events, both online and in-person, to showcase our offerings and build strong relationships with clients and partners
    • Create marketing materials to promote our listings and services
    • Oversee new listings in "pre-list" stage and coordinate all efforts around getting listings active on the market
    • Complete daily tasks as assigned by principal brokers
    • Maintain and update with 100% accuracy all customer databases
    • Manage, update and maintain all listings, marketing and postings in real time
    • Collect feedback from listings
    • Provide transaction updates to clients
    • Schedule miscellaneous appointments
    • Keep all files maintained and updated
    Qualifications

    • Excellent verbal and written communication skills
    • Keen awareness for creating logical flow of work and ability to streamline current processes
    • Proven capacity to manage multiple projects simultaneously
    • Organized, reliable, motivated, and ability to solve problems
    • Must be a self-starter and be able to hit the ground running
    • Strong aptitude for working as part of a group with ever-changing priorities
    • Outstanding character and enthusiastic!
    • Must be able to work independently, but able to ask for help and seek answers as necessary to maintain accuracy
    • Must display an ability to showcase initiative and drive
    • Knowledge of MLS, project management software, CRM programs
    • Knowledge of G-Suite, Canva
    Compensation
    $65,000 - $75,000 yearly
    About Denver Real Estate Professionals

    Join our dynamic team of three top-producing realtors, Dalton LaFrance, Jason Sirois, and Ross Blahnik, based out of Compass Denver’s LoHi office. Together, we have established cohesive systems that enable us to deliver exceptional service to our clients. We firmly believe that providing an incredible client experience is the foundation of our success.

    We embrace a culture of collaboration and prioritize data-driven decision-making, consistently seeking opportunities for continuous skills development. We are passionate about exploring and enjoying everything that Denver and the front range have to offer. In fact, we often engage in outdoor activities, visit local restaurants, and attend events with our clients. For a closer look at our team, feel free to find us on Google or connect with us on social media.

    With a combined annual sales volume exceeding $40M, we have set ambitious goals to achieve over $100M with support from outstanding staff.

  • 9 Days Ago

F
Estate Planning/Probate Paralegal
  • Forbush Legal, PLLC
  • Colorado, CO FULL_TIME
  • Paralegal Forbush Legal, PLLC has served families in Colorado Springs and all throughout Colorado since 1996. We are a busy estate planning and business planning firm with an emphasis on quality relat...
  • Just Posted

S
Tax Planning Strategist- Trust & Estate
  • Stockman Kast Ryan + Company
  • Colorado, CO FULL_TIME
  • TAX PLANNING STRATEGIST- TRUST & ESTATE -Post 4/15 start If you are feeling the big 4 burnout or just looking to the future feel free to apply today to start learning about SKR CO. We can keep in touc...
  • 9 Days Ago

A
Estate Planning Paralegal/Legal Assistant
  • Adams & Martin Group
  • Denver, CO FULL_TIME
  • A Colorado law firm is looking for an Estate Planning Paralegal/Legal Assistant to join their team in their Denver, CO office. Industry-leading compensation and comprehensive benefits offered! Respons...
  • 1 Month Ago

S
Railroad Regional Director of Operations
  • Succession Planning for Railroads Investing in the Next Generation (SPRING)
  • Denver, CO FULL_TIME
  • Job Summary:The Regional Director of Operations will plan, direct, coordinate, and oversee operations activities in theorganization, ensuring development and implementation of efficient operations and...
  • 8 Days Ago

F
Associate Director - Family Office Accountant
  • Forum Real Estate Group
  • Denver, CO FULL_TIME
  • FLSA Classification: Non-exempt Posting Duration: This posting will be up through April 2024 unless it is extended to find the right candidate. Position Summary: The Associate Director - Family Office...
  • 10 Days Ago

K
Director of Planning
  • Khaite
  • New York, NY
  • About KHAITE: KHAITE is a leading Luxury fashion brand based in New York City, known for its modern and luxurious design...
  • 4/25/2024 12:00:00 AM

F
Director, Financial Planning
  • Financial Additions
  • Fort Worth, TX
  • Financial Additions has partnered with a top financial institution in Fort Worth in search of a Director, Financial Plan...
  • 4/24/2024 12:00:00 AM

K
Director of Planning
  • KHAITE
  • New York, NY
  • About KHAITE: KHAITE is a leading Luxury fashion brand based in New York City, known for its modern and luxurious design...
  • 4/23/2024 12:00:00 AM

A
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...
  • 4/23/2024 12:00:00 AM

L
Planning Director
  • Licking County
  • Newark, OH
  • JOB OPPORTUNITY! Licking County Planning Director The Licking County Planning Commission (LCPC) is seeking a qualified D...
  • 4/23/2024 12:00:00 AM

A
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...
  • 4/23/2024 12:00:00 AM

L
Financial Planning Director
  • Lead Advisor
  • Westborough, MA
  • Description: Director of Planning Our client is a full-service financial advisory practice in Westborough that serves hi...
  • 4/23/2024 12:00:00 AM

C
Strategic Planning Director
  • Cox Communications, Inc.
  • Atlanta, GA
  • Company Cox Automotive - USA Job Family Group Strategy & Corporate Development Job Profile Strategic Planning Director M...
  • 4/22/2024 12:00:00 AM

Colorado (/ˌkɒləˈrædoʊ, -ˈrɑːdoʊ/ (listen), other variants) is a state of the Western United States encompassing most of the southern Rocky Mountains as well as the northeastern portion of the Colorado Plateau and the western edge of the Great Plains. It is the 8th most extensive and 21st most populous U.S. state. The estimated population of Colorado was 5,695,564 on July 1, 2018, an increase of 13.25% since the 2010 United States Census. The state was named for the Colorado River, which early Spanish explorers named the Río Colorado for the ruddy silt the river carried from the mountains. The...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$132,268 to $196,720

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