Director, Wealth Strategy - Estate Planning

Mercer Advisors

Remote, US
Base: $170,000 - $200,000 usd; bonus/equity: eligi...
Remote
Juris doctor degree required
Licensed to practice law in at least one state
5-10 years legal experience in estate planning
Mercer Advisors is a top-ranked independent fiduciary firm serving over 31,300 families with comprehensive financial and estate planning services

Job Summary

  • Mercer Advisors is a top-ranked independent fiduciary firm serving over 31,300 families with comprehensive financial and estate planning services.
  • The role involves driving business development by leading prospective client meetings and identifying planning gaps to support new client relationships.
  • Employees enjoy a robust benefits package including company-paid life insurance, generous paid time off, and personalized financial planning guidance.

Matching Summary

Mercer Advisors is a top-ranked independent fiduciary firm serving over 31,300 families with comprehensive financial and estate planning services.

Salary

Base: $170,000 - $200,000 USD; Bonus/Equity: Eligible for incentive compensation programs; Benefits: Comprehensive health, dental, vision, 401(k) match, and paid parental leave

Skills & Requirements

Must-have

  • Juris Doctor degree required
  • Licensed to practice law in at least one state
  • 5-10 years legal experience in estate planning
  • Ability to interpret complex estate planning topics
  • Travel up to 25% required

Nice-to-have

  • Thought leadership publications
  • Strong referral networks with attorneys and CPAs
  • Mentoring junior estate planning professionals
  • Collaborative high-performing team environment

Key Requirements

  • Juris Doctor (JD) degree
  • Active law license in at least one state
  • 5-10 years of estate planning legal experience

Work Rights

Not specified

Tailored Resume

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