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Senior Attorney (Sr Estate Planning Strategist) - (Atlanta, Chicago, New York, Dallas)

1 month, 3 weeks ago
United States
Full-time
Senior
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 23

Description

  • Meet with wealth advisors, financial planners, and Wealth Solutions team members to review, fund, and maintain estate plans.
  • Review and summarize estate planning documents and recommend changes based on legal and family circumstance updates.
  • Answer 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 nationwide.
  • Support business development through presentations, thought leadership, and prospective client meetings.
  • Mentor and coach Estate Planning Strategists.
  • Manage a service specialist’s day-to-day work, training, calendars, time management, coaching, and mentoring.
  • Learn advanced planning strategies.
  • Build relationships and support a book of ultra-high-net-worth clients.

Requirements

  • Juris Doctor (JD).
  • Licensed to practice law in at least one state.
  • 4-8 years of legal experience in estate planning preferred.
  • Ability to interpret and communicate complex estate planning topics to wealth management teams and clients.
  • Ability to travel up to 25%.
  • Availability to work standard business hours Monday through Friday, 8 AM to 5 PM, with occasional early or late hours as needed.
  • Preferred location in Atlanta, New York City, Chicago, or Dallas, with expected in-office presence 1-2 days per month.
  • Ability to work in a professional office or dedicated home office environment free of interruptions.
  • Basic technology needs are provided to support the role.
  • Non-exempt roles must record time daily, including start/end times and a 30-minute unpaid lunch period.

Benefits

  • Base pay range of $130,000 to $150,000 USD.
  • Eligibility 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 options with company contributions.
  • 14 company-paid holidays, including a full week off at Thanksgiving.
  • Generous paid time off for vacation and sick days.
  • Paid parental leave (8 weeks) and family medical leave.
  • 401(k) retirement plan with Traditional and Roth options and employer match.
  • Employee assistance, adoption assistance, pet insurance, and concierge services.

Interested in this position?

Apply directly on the company website

Apply Now

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