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Estate Planning Strategist

1 month, 1 week ago
United States
Full-time
Junior
Legal Counsel
Finance and Accounting
Apply Now
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
View All Jobs 24

Description

  • Meet with wealth advisors, financial planners, and other Wealth Solutions team members to review, fund, and maintain estate plans.
  • Review and summarize existing estate planning documents and recommend changes or additions based on legal and family circumstance changes.
  • Answer general estate planning questions from clients and advisor teams.
  • Serve as an in-house estate planning resource for wealth management teams nationwide.
  • Stay current on estate, trust, and tax legislation across the U.S.
  • Support business development through presentations and thought leadership publications when needed.
  • Manage a service specialist by overseeing day-to-day tasks, training, calendars, time management, coaching, and mentoring.
  • Perform other duties as assigned.

Requirements

  • Juris Doctor (JD) degree.
  • Licensed to practice law in at least one state.
  • Ability to interpret and communicate 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%.
  • Availability during standard business hours Monday through Friday, 8:00 AM to 5:00 PM, with occasional early or late hours as needed.
  • Ability to work in a professional office or dedicated home office workspace free of interruptions.
  • Ability to sit and stand routinely and lift no more than 10 lbs.
  • Experience with estate, trust, and tax legislation nationwide preferred.

Benefits

  • Base salary range of $90,000 to $110,000 USD.
  • Eligible for incentive compensation through Mercer Advisors’ incentive compensation programs.
  • Company-paid basic life and AD&D insurance.
  • Company-paid short-term and long-term disability insurance.
  • Medical, dental, and vision coverage, including HSA contributions for eligible HDHP medical plans.
  • 14 company-paid holidays, including a full week off at Thanksgiving.
  • Generous paid time off for vacation and sick days.
  • Paid parental leave of 8 weeks, plus maternity benefits through company-paid STD and supplemental STD.
  • 401(k) retirement plan with Traditional and Roth options, company match, and an after-tax option.
  • Employee assistance plan, adoption assistance reimbursement, pet insurance, and concierge services.
  • Personalized financial planning and guidance at preferred employee pricing.

Interested in this position?

Apply directly on the company website

Apply Now

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