Director of Estate Planning (Central/Mountain/Pacific time zones)

2 weeks, 6 days ago
Full-time
Executive
Legal
Edelman Financial Engines

Edelman Financial Engines

Edelman Financial Engines is America's top independent financial planning and investment advisory firm, serving 1.3 million households with $241 billion in assets. They offer investing, financial planning, wealth management, retirement planning, and pe...

Capital Markets
1K-5K
Founded 1986

Description

  • Serve as the primary client-facing estate planning resource for financial planners and clients.
  • Provide guidance on wealth transfer, transfer tax mitigation, incapacity, business succession, and philanthropic planning.
  • Manage planner consultations and service-queue requests within defined turnaround expectations.
  • Review estate planning documents and coach planners on interpreting and discussing them.
  • Support adoption of estate planning technology by reviewing outputs and establishing escalation standards.
  • Deliver firmwide education, continuing education programs, job aids, and client-facing materials.
  • Develop the firm’s estate planning perspective in partnership with Legal, Compliance, Marketing, Learning & Development, and external attorney partners.

Requirements

  • Juris Doctor degree and active bar admission in at least one state.
  • 10+ years of experience in estate planning and trust administration.
  • Experience with a broker-dealer, registered investment advisor, or wealth management firm.
  • Experience supporting a high volume of advisors or clients in a service-level environment.
  • Strong presentation and facilitation skills, including the ability to explain technical topics to non-attorneys.
  • Knowledge of investments, insurance, retirement, and income taxation preferred.
  • Advanced credentials such as an LL.M. in taxation or estate planning, CFP®, or CPA preferred.
  • Remote availability from the Mountain or Pacific time zones.
  • Willingness to travel approximately 5–10%.

Benefits

  • Base salary range of $175,000–$200,000 USD.
  • Potential eligibility for discretionary bonus compensation.
  • Health, dental, and other wellness plans.
  • 401(k) contributions.
  • Remote work arrangement.

Interested in this position?

Apply directly on the company website

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