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About the Role

The Estate Planning team is part of our Wealth Solutions group, dedicated to providing and implementing planning strategies for high net worth clients. This role offers a flexible, national footprint, building teams around exceptional talent.

Responsibilities

• Independently meet with wealth advisors/financial planners/other wealth management and members of the Wealth Solutions group to review, fund, and maintain estate plans.
• Independently review and summarize existing estate planning documents, making recommendations for changes based upon law and family circumstances.
• Answer general estate planning questions from clients and advisor teams.
• Serve as an in-house resource in estate planning to wealth management teams nationwide.
• Remain current with related estate, trust, and tax legislation nationwide.
• Support business development through leading presentations and thought leadership publications.
• Manage a service specialist, overseeing day-to-day tasks, training, calendars, time management, coaching, and mentoring.
• Perform other duties as assigned.

Requirements

• Juris Doctor (JD)
• Licensed to practice law in at least one state
• Ability to interpret and convey complex estate planning topics to Wealth Management teams and clients
• Ability to travel up to 25%

Skills

• Estate planning
• Legal experience
• Client communication
• Team management

Location

• Atlanta
• New York City
• Chicago
• Dallas
• Remote

Work Type

• Hybrid
• Full-time

Experience Level

• 2-6 years legal experience in estate planning preferred

Education Level

• Juris Doctor (JD)
• Licensed to practice law

Salary/Compensations

• $90,000—$130,000 USD

Benefits

• Company Paid Basic Life & AD&D Insurance
• Company Paid Short-Term and Long-Term Disability Insurance
• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
• Three Cigna medical plans offerings
• Kaiser Medical plans available in California
• Health Savings Account (HSA) with company contributions
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account
• 14 Company Paid Holidays including a full week off at Thanksgiving
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan
• Family Medical Leave
• Paid Parental Leave (8 weeks)
• Maternity benefits
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services
• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
• Pet Insurance
• Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

About the Company

• For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more.
• We deliver comprehensive care once reserved for only the wealthiest households.
• We serve over 42,800+ families across 110+ cities across the U.S.
• Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years.
• Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.
• More than half of our employees and client-facing professionals are women.
• With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.

Equal Opportunity

• Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law.
• Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.