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

At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. 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. 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. 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 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 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 ~ 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. 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. 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 ,wesupportmore than1.27 million clientsacross 140+ offices nationwide and manage over$324billionin assets 2 .Our unique approach to serving clients combines our advancedmethodologyand 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 California residents, please see the link for the Privacy Notice for Candidates . California law requires that we provideyouthis notice about the collection and use of your personal information. 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. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or View email address on click.appcast.io 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.For the same survey, FEA received aprecombinationranking of 12th. 2EdelmanFinancial Engines data, as ofSeptember 30, 2025