Director of Estate Planning

Edelman Financial Engines

. Serve as the primary client-facing estate planning resource .

Posted 11/1/2026full-timeRemote • United StatesLead💰 $175,000 - $200,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in estate planning and trust administration, with a strong ability to educate and consult on complex estate and wealth transfer strategies. Proficient in translating technical legal content for diverse audiences and supporting high volumes of client requests in a service-oriented environment.

Highest-signal resume keywords

JD Required10+ Years In Estate PlanningActive Bar AdmissionStrong Presentation SkillsExperience With Wealth Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Estate PlanningTrust AdministrationTransfer Tax MitigationBusiness Succession PlanningPhilanthropic PlanningDocument ReviewTechnical Content TranslationClient EducationConsultation StrategyService-Level Management

Soft Skills

CoachingFacilitationCommunicationProblem-SolvingCollaboration

Tools & Technologies

Estate Planning TechnologyLearning Management SystemsClient-Facing Collateral

Certifications & Qualifications

Active Bar Admission

Industry Keywords

Broker-DealerRIAWealth ManagementIncapacity PlanningRetirement PlanningIncome TaxationComplianceLegal Partnerships

About the role

Key responsibilities & impact

Serve as the primary client-facing estate planning resource
Partner 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 through the internal service queue 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 with planners and setting escalation standards
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

Requirements

What you’ll need

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
Knowledge of adjacent planning disciplines preferred, including investments, insurance, retirement and income taxation
Position is remote from the Mountain or Pacific time zones
Some travel (5-10%) may be required

Benefits

Comp & perks

Discretionary bonus
Health plans
Dental plans
Wellness plans
401(k) contributions
Some travel may be required (5-10%)