Senior Attorney (Sr Estate Planning Strategist) - (Texas Remote)
Mercer Advisors•Austin, TX
•$130,000 - $150,000•Remote
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. This role is remote, with a strong preference for candidates licensed in Texas and with the ability to travel into one of our Texas offices once or twice a month for client meetings (Dallas, Houston, Austin).
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
- 4-8 years legal experience in estate planning preferred
- Ability to travel up to 25%
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
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
Senior
