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Mercer Advisors · 1 day ago

Manager, Attorney (Manager, Estate Planning Strategist)

United States

Full-time

Hybrid

Mid, Senior Level

4+ years exp

Mercer Advisors is a leading independent fiduciary firm dedicated to enhancing the financial lives of families across the U.S. The Estate Planning Strategist role involves collaborating with wealth advisors to implement estate plans and manage ultra-high-net-worth client relationships, while also mentoring team members and staying updated on relevant legislation.

AdviceAsset ManagementBusiness DevelopmentFinancial ServicesInsuranceWealth Management

Responsibilities

Meeting with wealth advisors/financial planners/other wealth management and members of the Wealth Solutions group to review, fund, and maintain estate plans

Learning advanced planning strategies

Build book of ultra-high-net-worth clients

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

Support business development through leading presentations, thought leadership publications, and prospective client meetings, as necessary

Mentor and coach Estate Planning Strategists

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

Other duties, as assigned

Qualification

Juris Doctor (JD)Estate planning experienceLicensed to practice lawComplex topic interpretationMentoring 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%

4-8 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