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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 support clients nationwide and contribute to their financial well-being.
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.
- 2-6 years of legal experience in estate planning preferred.
- Ability to travel up to 25%.
Skills
- Estate Planning
- Legal Experience
- Client Interaction
- Team Collaboration
- Legislation Research
- Presentation Skills
- Mentoring
Location
- Remote
- Texas (preferred)
Work Type
- Remote
- Full-time
Experience Level
- 2-6 years of legal experience in estate planning preferred
Education Level
- Juris Doctor (JD)
- Licensed to practice law in at least one state
Salary/Compensations
- $90,000—$130,000 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
- Generous paid time off program
- 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.
- Offers a workplace that stands apart in the financial industry.
- 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.