Senior Attorney (Sr Estate Planning Strategist) - (Texas Remote)

Mercer Advisors•Houston, TX

4d•Remote

About The Position

Mercer Advisors is seeking a Senior Attorney with a focus on Estate Planning to join our Wealth Solutions group. This role is remote, with a preference for candidates licensed in Texas who can travel to Texas offices (Dallas, Houston, Austin) for client meetings 1-2 times per month. The Estate Planning team provides and implements planning strategies for high net worth clients. Mercer Advisors has been helping families for over 40 years by integrating financial planning, investment management, business management, tax, estate, insurance, and more. We serve over 42,800+ families across 110+ cities in the U.S. and are ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years. As an independent fiduciary, we are legally bound to act in our clients’ best interests. Mercer Advisors offers a unique workplace in the financial industry, with over half of our employees and client-facing professionals being women. We build our teams around exceptional talent across a 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
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