Attorney (estate Planning Strategist I)

Mercer Advisors

Remote, US
Base: $97,750 - $115,000 usd; bonus/equity: eligib...
Fully remote
Juris doctor degree required
Licensed to practice law in at least one state
Ability to interpret estate planning topics
Mercer Advisors is seeking an Attorney (Estate Planning Strategist I) to join their Wealth Solutions group, focusing on estate planning for high-net-worth clients. The position is fully remote, offers a competitive salary, and includes extensive benefits aimed at supporting employees' health and well-being

Job Summary

  • Mercer Advisors is an independent national fiduciary ranked #1 by Barron's that integrates financial planning, investment management, and estate planning for over 31,300 families.
  • The role involves reviewing existing estate documents, making recommendations based on legal changes, and serving as an in-house resource for wealth management teams nationwide.
  • Employees receive a robust benefits package including company-paid life insurance, health savings accounts, 14 paid holidays, and 8 weeks of paid parental leave.

Matching Summary

Match Score: 85

Mercer Advisors is seeking an Attorney (Estate Planning Strategist I) to join their Wealth Solutions group, focusing on estate planning for high-net-worth clients. The position is fully remote, offers a competitive salary, and includes extensive benefits aimed at supporting employees' health and well-being.

Salary

Base: $97,750 - $115,000 USD; Bonus/Equity: Eligible for incentive compensation programs; Benefits: Comprehensive health, dental, vision, 401(k) match, and paid parental leave included.

Skills & Requirements

Must-have

  • Juris Doctor degree required
  • Licensed to practice law in at least one state
  • Ability to interpret estate planning topics
  • Manage service specialist team members

Nice-to-have

  • 0-3 years legal experience in estate planning
  • Ability to travel up to 25%
  • Experience serving high net worth clients
  • Strong communication skills for client interactions

Key Requirements

  • Juris Doctor (JD) degree
  • Active law license in at least one state
  • 0-3 years estate planning experience preferred

Work Rights

Not specified

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