Attorney (Estate Planning Strategist)

Mercer Advisors•San Diego, CA

5d•Hybrid

About The Position

Mercer Advisors is seeking an Attorney (Estate Planning Strategist) to join their Wealth Solutions group. This role is part of a dynamic team environment focused on providing and implementing planning strategies for high net worth clients. The ideal candidate will have a strong preference for candidates in the Bay Area, Orange County, or San Diego, as the position is expected to be in-office 1-2 days per month. The role involves meeting with wealth advisors, reviewing and summarizing estate planning documents, answering client and advisor 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, insurance, and more 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.

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