Senior Attorney (Sr Estate Planning Strategist) - (Texas Remote)

1 month, 1 week ago
Full-time
Senior
Sales and Business Development
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, and Wealth Solutions professionals to review, fund, and maintain estate plans.
  • Develop a book of ultra-high-net-worth clients.
  • Review and summarize estate planning documents and recommend updates based on legal and family changes.
  • Answer estate planning questions from clients and advisor teams.
  • Serve as an estate planning resource for wealth management teams nationwide.
  • Monitor estate, trust, and tax legislation across the country.
  • Support business development through presentations, publications, and prospective client meetings.
  • Mentor and coach Estate Planning Strategists.
  • Manage and develop assigned service specialists, including training, scheduling, coaching, and mentoring.

Requirements

  • Juris Doctor (JD) degree.
  • Admission to practice law in at least one state.
  • Four to eight 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%, including travel to Texas offices once or twice monthly for client meetings.
  • Texas licensure preferred.
  • Availability Monday through Friday, 8:00 a.m. to 5:00 p.m., with occasional early or late hours.
  • Ability to work in a professional office or uninterrupted home-office environment.

Benefits

  • Base salary of $130,000–$150,000 plus eligibility for incentive compensation.
  • Remote work arrangement with provided technology.
  • Medical, dental, vision, HSA, and dependent-care savings benefits.
  • Company-paid life, AD&D, and short- and long-term disability insurance.
  • 14 paid holidays, including a full week off at Thanksgiving, plus generous PTO.
  • Eight weeks of paid parental leave, family medical leave, and adoption assistance.
  • 401(k) plan with traditional and Roth options and per-pay-period matching.
  • Employee assistance, concierge, pet insurance, and preferred-price financial planning services.

Interested in this position?

Apply directly on the company website

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