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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 remote role offers a unique opportunity to contribute to a dynamic team environment and shape the financial lives of clients.

Responsibilities

• Meet with wealth advisors, financial planners, and other wealth management professionals 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 legal and family circumstances.
• Answer general estate planning questions from clients and advisor teams.
• Serve as an in-house resource for estate planning to wealth management teams nationwide.
• Stay current with estate, trust, and tax legislation.
• 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.

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%.

Skills

• Estate Planning
• Wealth Management
• Client Relations
• Legal Research
• Tax Law
• Trust Law
• Presentation Skills
• Leadership
• Mentoring

Location

• Remote
• Texas (preferred)

Work Type

• Remote
• Full-time

Experience Level

• 4-8 years legal experience in estate planning preferred

Education Level

• Juris Doctor (JD)
• Licensed to practice law in at least one state

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
• 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 match
• Pet Insurance
• Personalized financial planning and guidance 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 to over 42,800+ families across 110+ cities in 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.
• More than half of our employees and client-facing professionals are women.
• 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.