Mercer Advisors
Attorney (Estate Planning Strategist) - Pacific Time Zone
Remote, USA
Sponsorship not specified$90k-$110kDetected 15 days ago
ComplianceBusiness DevelopmentHRISLeadershipTime ManagementMentoringPublic Speaking
About the role
- The Estate Planning team is part of our Wealth Solutions group, which is a dynamic team environment consisting of professionals dedicated to providing and implementing planning strategies for our high new worth clients.
- Essential Job Functions for this role include:
- Answering general informational estate planning questions from clients and advisor teams
Responsibilities
- Independently meet with wealth advisors/financial planners/other wealth management and members of the Wealth Solutions group to review, fund, and maintain estate plans
- Eligible to support business development through leading presentations and thought leadership publications, as necessary
Requirements
- For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.
Nice to have
- This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM.
- At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.
- All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.
Skills
- Juris Doctor (JD)
- Licensed to practice law in at least one state
- 2-6 years legal experience in estate planning
- Ability to interpret and convey complex estate planning topics to Wealth Management teams and clients
- Ability to travel up to 25%
- Knowledge, Skills, and Abilities:
Compensation
- $90,000 - $110,000 USD
- Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications.
- This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs.
- Base Pay Range
Benefits
- 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
- Generous paid time off program for vacation and sick days
- Family Medical Leave
- Paid Parental Leave (8 weeks)
- Mercer Advisors offers a competitive and robust benefit package to our employees.
- Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs.
Company info
- We offer the following:
- We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Equal opportunity
- equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law.
- If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com.
- This inbox is for accommodation requests only.
Apply directly at Mercer Advisors →Create a free account for alerts like thisView Mercer Advisors immigration profile
This listing is sourced directly from Mercer Advisors's careers page and normalized into a canonical job model.