Director of Estate Planning (Central/Mountain/Pacific time zones)
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EF
Edelman Financial Engines, LLC Director of Estate Planning (Central/Mountain/Pacific time zones)
Description
At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.
We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives.
Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us.
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.
In addition to an earnest desire to help people, we're looking for a candidate who complements the team's existing talents. This is a high-volume, high-leverage role: our estate planning attorneys support hundreds of planning teams nationally through a combination of client consultations, planner coaching, firmwide education and technology enablement. We're seeking someone who can move fluidly between deep technical work on a complex trust and a 300-person education session.
Responsibilities:
- 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
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
Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is below. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, 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.
Pay Range
$175,000—$200,000 USD
About Edelman Financial Engines
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Recognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.
For more information, please visit .
© 2026 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed.
For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully.
Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.
Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or [email protected].
1 The Barron’s Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th.
2 Edelman Financial Engines data, as of September 30, 2025
Skills
As published by greenhouse · 23 questions · 1 written answer
Basics
First Name, Last Name, Email, Phone, Resume/CV, Cover Letter, Location
Short answers (9)
- Preferred First Name optional
- If you were referred by an EFE employee, please provide their name. optional
- What is your preferred work location (city/state)?
- If yes, please list the names of your relatives at Edelman Financial Engines. optional
- If yes, please indicate when, which position, and location you applied to previously optional
- List any licenses or certifications outside of the Financial Services industry that you currently hold. optional
- If yes, please provide additional detail on the Outside Business Activity. optional
- If yes, please provide additional details on the prior involuntary termination. optional
- What are your compensation expectations?
Pick from a list (13)
- How did you hear about EFE and/or this role?
- What is your home state?
- Do you have the unrestricted right to work in the United States?
- Will you now or in the future require sponsorship for employment visa status (i.e. H-1B, EAD, OPT, TN, etc.)?
- Are you related to anyone presently employed by Edelman Financial Engines?
- Have you ever been employed by Edelman Financial Engines, Edelman Financial Services, Financial Engines, or The Mutual Fund Store?
- Have you previously applied for employment with Edelman Financial Engines?
- Select all Financial Services industry licenses and/or certifications that you currently hold optional
- Are you subject to any non-compete or non-solicitation agreements?
- Do you need any accommodations to perform the job for which you are applying?
- Are you involved in any Outside Business Activities (i.e. selling nonregistered insurance products or real estate, acting as a consultant, CPA, tax preparer, second jobs, or online social networking websites used with/for such activities)?
- Have you ever been involuntarily terminated or asked to resign from an employer?
- Please select the link below and review our Arbitration Agreement and Non-Disclosure Agreement. After reviewing the document, please select "I Agree" if you have read and accept the terms of the document and understand their importance and effect upon your employment and accept the same as conditions of your employment with the Company, and agree to be bound by the terms and conditions of the agreements.
Written answers (1)
- If yes, please provide additional detail on the accommodations needed. optional