Senior Attorney (Sr Estate Planning Strategist) - (Bay Area, Orange County, San Diego)

Mercer Advisors•San Diego, CA

5d•Hybrid

About The Position

Mercer Advisors is seeking a Senior Attorney, also known as a Sr. Estate Planning Strategist, to join their Wealth Solutions group. This dynamic team focuses on providing and implementing planning strategies for high net worth clients. The ideal candidate will have a strong preference for being located in the Bay Area, Orange County, or San Diego, with an anticipated in-office presence of 1-2 days per month. Mercer Advisors has a long history of integrating financial planning, investment management, business management, tax, estate, and insurance services to simplify clients' financial lives. They are recognized as a top RIA firm, committed to acting as an independent fiduciary in their clients' best interests. The company fosters a diverse and inclusive workplace, building teams around exceptional talent nationwide.

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