Edelman Financial Engines, LLC is seeking a Director of Estate Planning to lead education, guidance and technology adoption for our national planning teams. The role blends deep technical estate planning work with broad, scalable education in a high-volume environment.
The candidate will partner with financial planners to provide strategy consultations on estate and wealth transfer, tax mitigation, incapacity planning, and business succession.
#J-18808-LjbffrRemote Director of Estate Planning & Strategy in northern at Unknown Company
This position is listed as full time and onsite.