Director of Estate Planning

🕒 November 1

🇺🇸 United States – Remote

💵 $175k - $200k / year

⏰ Full Time

🔴 Lead

👔 Director

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Edelman Financial Engines

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1987

💸 Finance

👥 B2C

🤝 B2B

💰 Private equity on 2021-04

Finance • B2C • B2B

Edelman Financial Engines is an independent, fiduciary wealth management and financial planning firm that provides comprehensive advice and investment management for individuals and employers. The company offers holistic services including financial planning, retirement planning, investment management (using data-driven models and personalized portfolios), tax and estate planning, insurance guidance, and employer workplace retirement solutions. As of December 31, 2025, Edelman Financial Engines reported about 1. 24 million clients, $326 billion in client assets under management, and roughly 146 locations, and emphasizes transparent fees and fiduciary guidance.

📋 Description

• Drive estate planning education, guidance, and technology adoption for financial planners and clients • Serve as the primary client-facing estate planning resource • Partner with financial planners on estate and wealth transfer, transfer tax mitigation, incapacity, business succession, and philanthropic planning • Resolve planner consultations and non-meeting requests through the internal service queue • Meet defined turnaround expectations while managing a national caseload • Review and interpret estate planning documents • Coach planners on reading, discussing, and acting on estate planning documents • Support adoption of estate planning technology by reviewing outputs, setting escalation standards, and reinforcing appropriate client use • Deliver firmwide learning sessions, CE-credit programming, job aids, and client-facing collateral • Contribute to the firm's estate planning point of view • Partner with Legal, Compliance, Marketing, Learning & Development, and outside attorney referral partners to keep guidance consistent, current, and appropriately governed

🎯 Requirements

• JD required • Active bar admission in at least one state • Advanced credentials such as LL.M. in taxation or estate planning, CFP®, or CPA preferred • 10+ years in estate planning and trust administration • Experience with a broker-dealer, RIA, or wealth management firm • Ability to support a high volume of advisors or clients • Comfort operating in a request-driven, service-level environment • Strong presentation and facilitation skills • Experience translating technical content for non-attorneys and adapting style and depth to the audience • Knowledge of investments, insurance, retirement, or income taxation preferred • Remote from the Mountain or Pacific time zones • Some travel (5–10%) may be required

🏖️ Benefits

• Discretionary bonus eligibility • Health plans • Dental plans • Wellness plans • 401(k) contributions • Travel reimbursement or coverage implied by required business travel

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