Attorney (Estate Planning Strategist)

Mercer Advisors • Dallas, NY

5d • Hybrid

About The Position

Mercer Advisors is seeking an Attorney (Estate Planning Strategist) to join their Wealth Solutions group. This dynamic team environment focuses on providing and implementing planning strategies for high net worth clients. The role involves reviewing, funding, and maintaining estate plans, summarizing existing documents, and making recommendations for changes. The position also includes answering estate planning questions, serving as an in-house resource, staying current with legislation, supporting business development through presentations and publications, and managing a service specialist. Mercer Advisors has been integrating financial planning, investment management, business management, tax, estate, and insurance for over 40 years, serving over 42,800+ families across 110+ cities. They are ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years and operate as an independent fiduciary. The company values diversity, with over half of its employees and client-facing professionals being women, and offers a flexible, national footprint.

Requirements

• 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
• 2-6 years legal experience in estate planning preferred
• Ability to travel up to 25%

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

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Ph.D. or professional degree