Attorney (Estate Planning Strategist I)
About The Position
The Estate Planning team is part of our Wealth Solutions group, which is a dynamic team environment consisting of professionals dedicated to providing and implementing planning strategies for our high new worth clients. Mercer Advisors has worked with families for 40 years to help them amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Mercer Advisors is an independent, national fiduciary legally obligated to always act in the best interest of our clients. The company offers a distinct work environment with a commitment to diversity, as 50% of the employee base and client-facing team are women. They attract top talent nationwide with no formal headquarters and flexible working arrangements. Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets by Barron’s.
Requirements
- Juris Doctor (JD)
- Licensed to practice law in at least one state
- Ability to interpret and convey estate planning topics to Wealth Management teams and clients
- 0-3 years legal experience in estate planning preferred
- Ability to travel up to 25%
Responsibilities
- Meet with wealth advisors/financial planners/other wealth management and members of the Wealth Solutions group to review, fund, and maintain estate plans, with guidance
- Reviewing and summarizing existing estate planning documents, including making appropriate recommendations regarding changes and additions based upon changes in law and family circumstances, with guidance
- 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
- 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
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 Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Kaiser Medical plans available in California
- Health Savings Account (HSA) with company contributions 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 including 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 (8 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 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 as well as an after-tax option
- Pet Insurance
- Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
501-1,000 employees
