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

The role

You will drive estate planning education, guidance, and technology adoption for planners and clients. You will serve as a primary client-facing resource and support hundreds of planning teams through consultations, coaching, and firmwide education.

What you will do

• Serve as the primary client-facing estate planning resource
• Partner with financial planners to deliver education and strategy consultations
• Resolve planner consultations and non-meeting requests through an internal service queue
• Review and interpret estate planning documents
• Coach planners on how to read, discuss and act on estate planning documents
• Support adoption of estate planning technology
• 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

Required qualifications

• JD required
• active bar admission in at least one state
• 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

Nice to have

• LL.M. in taxation or estate planning
• CFP®
• CPA
• Knowledge of adjacent planning disciplines (investments, insurance, retirement, income taxation)

Benefits

• discretionary bonus
• health plans
• dental plans
• wellness plans
• 401(k) contributions

About the company

Edelman Financial Engines (EFE) provides financial advice to help people thrive. The firm manages over $324 billion in assets and supports more than 1.27 million clients.