Director of Estate Planning (Pacific Time Zone)
Description
***MUST LIVE OR WILLING TO WORK PST ZONE HOURS***
At Edelman Financial Engines (EFE), we believe everyone deserves to move their financial life forward!
We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with empathy, integrity and invention. We uphold that same standard of respect and commitment for clients and colleagues alike.
Founded on the idea that financial education is a fundamental right for everyone, Edelman Financial Engines continues to grow and challenge the status quo. We’re moving forward, together. If our purpose-driven commitment inspires you, we invite you to consider joining our team.
As a Director of Estate Planning on the Advanced Planning Strategies Team, you’ll play a pivotal role by driving estate planning education and guidance for EFE’s planners and clients.
In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team’s existing talents. For this Director of Estate Planning role, we are seeking a candidate with a proven track record identifying and implementing comprehensive strategies to expand EFE’s estate planning offering for our clients. If you are a strong communicator who is passionate about helping people meet their asset transfer goals this may be an opportunity for you!
Responsibilities:
- Serve as the primary client-facing resource, in partnership with the financial planner, to provide clients and prospects with estate planning education and estate planning strategies to consider
- Identify and explain to financial planners and clients comprehensive and holistic estate, wealth transfer, trust administration, tax, retirement, succession and philanthropic planning strategies and solutions
- Provide education and guidance on estate planning techniques and strategies to EFE financial planners and their clients; review and interpret estate planning documents
- Consult with expert insurance, tax and other colleagues to support complex financial planning cases
- Collaborate with corporate partners as an estate planning subject matter expert to build and deliver impactful content for clients, prospects and the public
- Stay current on estate, trust and tax legislation (federal and state)
Requirements
- JD required – advanced degree (LLM; CPA; CFP) preferred
- 15+ years of experience in estate planning and trust administration required, including experience with a broker-dealer, registered investment advisor or wealth management firm.
- Strong leadership and interpersonal skills, including written and verbal communication skills, and a proven track record working effectively with teammates at all levels in a fast-paced environment
- Knowledge of all other areas of personal financial planning preferred (e.g., investments; insurance; retirement planning; taxation; etc.)
- Series 65 securities license required, or must be acquired within 3 months of starting the position
- This position will be required to support planners in the Mountain and Pacific time zones; Pacific time zone work hours required
- 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 $140,600-187,400. 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.
Your recruiter can share more about the specific benefits eligible for this role during the hiring process.
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. Today, we are America’s top independent financial planning and investment advisory firm, recognized by Barron's1 with 145+ offices2 across the country and entrusted by 1.3 million clients to manage more than $245 billion in assets.3
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.
© 2023 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. Results are not guaranteed. See EdelmanFinancialEngines.com/patent-information for patent information. AM2789819
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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 2023 Top 100 RIA Firms list, an eight-year annual ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Investor experience and returns are not considered.
2 Edelman Financial Engines data, as of Dec. 31, 2022.
3 Edelman Financial Engines data, as of Sep. 30, 2023.