Senior Attorney (senior Estate Planning Strategist I)

Mercer Advisors

Remote, US
Base: $136,000 - $160,000 usd; bonus/equity: eligi...
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Interpret complex estate planning topics
Review and summarize estate documents
Maintain current tax legislation knowledge
** Mercer Advisors is seeking a Senior Attorney to join their Estate Planning team, operating remotely within the U.S. The ideal candidate will have experience in estate planning, a Juris Doctor degree, and a commitment to providing exceptional service to ultra-high-net-worth clients. **

Job Summary

  • The role involves meeting with wealth advisors to review, fund, and maintain estate plans for high net worth clients.
  • Mercer Advisors is an independent national fiduciary ranked #1 by Barron's serving over 31,300 families across the U.S.
  • The position offers a competitive salary range of $136,000 to $160,000 along with comprehensive benefits including paid parental leave.

Matching Summary

Match Score: 75

** Mercer Advisors is seeking a Senior Attorney to join their Estate Planning team, operating remotely within the U.S. The ideal candidate will have experience in estate planning, a Juris Doctor degree, and a commitment to providing exceptional service to ultra-high-net-worth clients. **

Salary

Base: $136,000 - $160,000 USD; Bonus/Equity: Eligible for incentive compensation programs; Benefits: Robust package including health insurance, 401(k) match, and paid parental leave

Skills & Requirements

Must-have

  • Interpret complex estate planning topics
  • Review and summarize estate documents
  • Maintain current tax legislation knowledge
  • Support wealth management teams nationwide

Nice-to-have

  • Build book of ultra-high-net-worth clients
  • Lead presentations and thought leadership
  • Mentor and coach junior strategists
  • Manage service specialist tasks

Key Requirements

  • Juris Doctor (JD) degree required
  • Licensed to practice law in at least one state
  • 4-8 years legal experience in estate planning preferred
  • Ability to travel up to 25%

Work Rights

Not specified

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