Pacific time zones)

Edelman Financial Engines, LLC

6d•$175,000 - $200,000•Remote

About The Position

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.

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

Nice To Haves

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

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