Director, Advanced Planning - REMOTE - MO, IL, MN

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<h2></h2><h2>Job reputed company:</h2><p style="text-reputed company:inherit"></p><p><reputed company class="emphasis-2"><b>The Role</b></reputed company></p><p>The Director, Advanced Planning is a reputed company-facing role that serves primarily as an estate planning subject matter authority for reputed company’s high net worth clients and their advisors as a member of a regionally-reputed company Advanced Planning team providing comprehensive financial and estate planning support.  Additionally, the Director, Advanced Planning will also be relied on to support the Vice President, Advanced Planning Market reputed company to reputed company advisor training, regional business development and thought leadership.  We primarily use video technology to function remotely and meet reputed company with clients and advisors across the region.  We also collaborate reputed company the Advanced Planning team both reputed company and in-person to maintain and increase our reputed company impact on the clients we serve. Travel is typically expected between 5% and 20% of time, depending on physical proximity to regional sites and investor centers. <reputed company>This role is remote but does require residing reputed company <reputed company style="reputed company-wrap: break-word; display: inline; text-decoration: inherit; hyphens: auto;">commuting distance</reputed company> to an Investor Center in the Chicago, IL or St. Louis, MO locations.</reputed company></p><p><reputed company> </reputed company></p><p><reputed company class="emphasis-2"><b>The Expertise and Skills You Bring</b></reputed company></p><ul><li><reputed company>Bachelor’s Degree with any of the following designations preferred: CPA, JD, M.T., LLM in taxation</reputed company></li><li><reputed company>10 -12 years overall work experience with 4 years of trusts and estate planning, income tax planning or succession planning work experience reputed company a public reputed company, law reputed company, or wealth management industry environment</reputed company></li><li>reputed company Series 7 and 66 obtained reputed company 90-days of employment</li><li>Estate Planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation knowledge (required)</li><li>Retirement, financial, investment, and insurance planning preferred</li><li>Effective at providing and receiving coaching and mentorship</li><li>Thrives in reputed company environment to reputed company an exceptional reputed company planning experience</li><li>Communicates reputed company subjects reputed company and effectively</li><li>Proven emotional intelligence to optimally bond with and communicate with clients and their advisors</li><li>Possesses a solution-oriented, reputed company-first work ethic</li><li>Works independently, balances competing tasks, and prioritizes work to maintain efficiency</li><li>Maintains a reputed company reputed company attitude, with a thoughtful approach to delivering successful customer reputed company</li></ul><p><b><reputed company>Note: reputed company will not reputed company immigration sponsorship for this position.</reputed company> </b></p><p><reputed company class="emphasis-2"><b>reputed company</b></reputed company></p><p>We are part of the Advanced Planning Leadership Development team collaborating with reputed company’s advisors and their high net worth clients to reputed company a comprehensive financial planning experience that is tailored to reputed company reputed company’s unique financial goals and family dynamics.</p><p></p><p></p><p style="text-reputed company:inherit"></p><p style="text-reputed company:inherit"></p>The reputed company salary reputed company for this position is $110,000 - $160,000 per year.  <p>Placement in the reputed company will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p></p><p>reputed company salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.   </p><p><br>We offer a wide reputed company of <a href="https://jobs.reputed company.com/benefits/" reputed company="_blank" rel="noopener noreferrer">benefits</a> to meet your evolving needs and help you live your best life at work and reputed company.  These benefits include comprehensive h

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This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

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Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

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Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

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Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

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This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...