[Hiring] Director of Estate Planning @Edelman Financial Engines, LLC

Role Description

As a Director of Estate Planning on the Advanced Planning Strategies Team, you'll drive estate planning education, guidance and technology adoption for EFE's planners and their clients.

• Serve as the primary client-facing estate planning resource, partnering with financial planners to deliver education and strategy consultations on estate and wealth transfer, transfer tax mitigation, incapacity, business succession and philanthropic planning.
• Resolve planner consultations and non-meeting requests submitted through our internal service queue, meeting defined turnaround expectations while managing a national caseload.
• Review and interpret estate planning documents; coach planners on how to read, discuss and act on what those documents actually say.
• Support adoption of our estate planning technology by reviewing outputs with planners, setting escalation standards and reinforcing appropriate use with clients.
• Deliver one-to-many education: firmwide learning sessions, CE-credit programming, job aids and client-facing collateral that scale estate planning expertise beyond individual consultations.
• Contribute to the firm's estate planning point of view and partner with Legal, Compliance, Marketing, Learning & Development and outside attorney referral partners to keep guidance consistent, current and appropriately governed.

Qualifications

• JD required; active bar admission in at least one state. Advanced credentials (LL.M. in taxation or estate planning, CFP®, CPA) preferred.
• 10+ years in estate planning and trust administration, including experience with a broker-dealer, RIA or wealth management firm.
• Demonstrated ability to support a high volume of advisors or clients; comfort operating in a request-driven, service-level environment rather than a traditional practice.
• Strong presentation and facilitation skills, with experience translating technical content for non-attorneys and adapting style and depth to the audience.
• Knowledge of adjacent planning disciplines preferred (investments, insurance, retirement, income taxation).
• This position is remote from the Mountain or Pacific time zones.
• Some travel (5-10%) may be required.

Requirements

• JD required; active bar admission in at least one state. Advanced credentials (LL.M. in taxation or estate planning, CFP®, CPA) preferred.
• 10+ years in estate planning and trust administration, including experience with a broker-dealer, RIA or wealth management firm.
• Demonstrated ability to support a high volume of advisors or clients; comfort operating in a request-driven, service-level environment rather than a traditional practice.
• Strong presentation and facilitation skills, with experience translating technical content for non-attorneys and adapting style and depth to the audience.
• Knowledge of adjacent planning disciplines preferred (investments, insurance, retirement, income taxation).
• This position is remote from the Mountain or Pacific time zones.
• Some travel (5-10%) may be required.

Benefits

• The expected base salary range for this role nationally is $175,000 — $200,000 USD.
• Final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions.
• This role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.