Impress employers and recruiters.
Choose from hundreds of resume examples.

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

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. Join us and help families amplify and simplify their financial lives with confidence.

Responsibilities

• Meet with wealth advisors, financial planners, other wealth management professionals, and members of the Wealth Solutions group to review, fund, and maintain estate plans.
• Learn advanced planning strategies.
• Build a book of ultra-high-net-worth clients.
• Review and summarize existing estate planning documents, making recommendations for changes based on law and family circumstances.
• Answer general estate planning questions from clients and advisor teams.
• Serve as an in-house resource in estate planning for wealth management teams nationwide.
• Stay current with estate, trust, and tax legislation nationwide.
• Support business development through presentations, thought leadership publications, and prospective client meetings.
• Mentor and coach Estate Planning Strategists.
• 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
• 4-8 years of legal experience in estate planning preferred
• Ability to travel up to 25%

Location

• Atlanta
• New York City
• Chicago
• Dallas

Work Type

• In-office (1-2 days per month)
• Remote

Experience Level

• 4-8 years legal experience in estate planning preferred

Education Level

• Juris Doctor (JD)

Salary/Compensations

• $130,000—$150,000 USD
• Eligible to earn incentive compensation

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 (two High Deductible Health Plans and a Traditional Co-Pay medical plan)
• Kaiser Medical plans available in California
• Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan
• 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 utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks)
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services
• 401(k) Retirement Plan with 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 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, all managed by a single team.
• Delivers comprehensive care once reserved for only the wealthiest households.
• Serves 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.
• An independent fiduciary legally bound to act in clients’ best interests.
• Offers a workplace that stands apart in the financial industry.
• More than half of employees and client-facing professionals are women.
• Builds teams around exceptional talent with a flexible, national footprint.

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.