Remote Director of Estate Planning & Education
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-10-03
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Management
Education Administration
Edelman Financial Engines, LLC is seeking a Director of Estate Planning to lead education, guidance and technology adoption for planners nationwide. This remote role serves in a high-volume, high-leverage capacity across Mountain and Pacific time zones, collaborating with Legal, Compliance, Marketing and external partners.
The candidate will coach planners, interpret documents, and drive adoption of planning technology while delivering scalable education and strategy sessions to clients and
Are you ready to take on the Remote Director of Estate Planning & Education role at Edelman Financial Engines, LLC?
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Remote Director of Estate Planning & Education role in the description above.
We appreciate your interest in this position.
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