Attorney (Estate Planning Strategist) - (Texas Remote)

1 month, 1 week ago
Full-time
Mid Level
Legal
Mercer Advisors

Mercer Advisors

Mercer Advisors provides comprehensive wealth management services, including financial planning, investment management, and family office solutions, aimed at simplifying and enhancing the financial lives of its clients through a holistic and customized...

Capital Markets
251-1K
Founded 1985

Description

  • Meet with wealth advisors, financial planners, clients, and Wealth Solutions team members to review, fund, and maintain estate plans.
  • Review and summarize estate planning documents and recommend updates based on legal and family circumstances.
  • Answer general estate planning questions from clients and advisor teams.
  • Serve as an in-house estate planning resource for nationwide wealth management teams.
  • Monitor estate, trust, and tax legislation across the country.
  • Support business development through presentations and thought leadership publications as needed.
  • Manage and mentor an assigned service specialist, including training, scheduling, coaching, and workload oversight.

Requirements

  • Juris Doctor (JD) degree.
  • Licensed to practice law in at least one state; Texas licensure strongly preferred.
  • 2–6 years of legal experience in estate planning preferred.
  • Ability to interpret and explain complex estate planning topics to clients and Wealth Management teams.
  • Ability to travel up to 25%.
  • Availability during standard business hours, Monday through Friday, 8:00 a.m. to 5:00 p.m., with occasional early or late hours.
  • Ability to work effectively in a professional office or dedicated home office environment.

Benefits

  • Remote work opportunity with technology provided.
  • Base salary range of $90,000–$130,000, plus eligibility for incentive compensation.
  • Medical, dental, vision, HSA, disability, life, accident, critical illness, and hospital indemnity coverage.
  • 14 company-paid holidays, including a full week off at Thanksgiving, plus paid vacation and sick time.
  • Eight weeks of paid parental leave, family medical leave, maternity benefits, and adoption assistance.
  • 401(k) plan with traditional and Roth options, per-pay-period matching, and an after-tax option.
  • Employee assistance, concierge caregiving services, pet insurance, and personalized financial planning at preferred pricing.

Interested in this position?

Apply directly on the company website

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