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Mercer Advisors · 4 weeks ago

Senior Attorney (Senior Estate Planning Strategist) - Pacific Time Zone

United States

Full-time

Remote

Mid, Senior Level

4+ years exp

Mercer Advisors is a leading financial services firm dedicated to simplifying the financial lives of families. The Senior Estate Planning Strategist will collaborate with wealth advisors to manage and implement estate plans for high net worth clients, ensuring compliance with current legislation and providing expert guidance in estate planning matters.

AdviceAsset ManagementBusiness DevelopmentFinancial ServicesInsuranceWealth Management

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 reviewing and summarizing existing estate planning documents, including making appropriate recommendations regarding changes and additions based upon changes in law and family circumstances

Answering general informational estate planning questions from clients and advisor teams

Serving as an in-house resource in estate planning to wealth management teams nationwide

Remaining current with related estate, trust, and tax legislation nationwide

Eligible to support business development through leading presentations and thought leadership publications, as necessary

Managing a service specialist, as assigned, as related to overseeing day-to-day tasks, training, calendars, time management, coaching, and mentoring

Other duties as assigned

Meeting with clients to design, implement, fund, and maintain estate plans

Drafting estate plan documents, including trusts, wills, powers of attorney, healthcare directives, and funding related documents

Preparing and reviewing deeds and real property transfer documents

Qualification

Juris Doctor (JD)Estate planning experienceLicensed to practice lawLegal document draftingClient communicationCoachingTeam collaborationMentoringPresentation skills

Required

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

Ability to travel up to 25%

Preferred

4+ years legal experience in estate planning preferred

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 medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.

Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan.

Two comprehensive Dental Plans

Vision Insurance Plan

Dependent Care Savings Account for child and dependent care.

14 Company Paid Holidays with a full week off at Thanksgiving.

Generous paid time off program for vacation and sick days

Employee Assistance Plan

Family Medical Leave

Paid Parental Leave (6 weeks)

Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time.

Adoption Assistance Reimbursement Program

Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.

401(k) Retirement Plan with both Traditional and Roth plans with per pay period match

Pet Insurance