Mercer Advisors
Director, Wealth Strategy - Estate Planning
Remote, USA · Director
Sponsorship not specified$170k-$200kDetected 2 days ago
ComplianceBusiness DevelopmentLeadershipPublic Speaking
About the role
- The Wealth Strategy 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-net-worth clients.
- We are a collaborative and high-performing division focused on delivering sophisticated planning strategies to high‑net‑worth and ultra‑high‑net‑worth families.
- Identify planning gaps, articulating value, and supporting regional vice presidents in closing new client relationships.
Responsibilities
- As a Director, Wealth Strategy, you will leverage your estate planning and tax expertise to deepen relationships, support advisors, and drive new business growth.
- Meeting internally with wealth advisors, financial planners, other wealth management, and members of the Wealth Solutions group to review and maintain estate
- Build and maintain strong referral networks with attorneys, CPAs, and centers of influence.
Requirements
- Required Knowledge, Skills, and Abilities:
- For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.
Skills
- 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.
- 5-10 years legal experience in estate planning preferred.
- Ability to travel up to 25%.
Compensation
- $170,000 - $200,000 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.
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This listing is sourced directly from Mercer Advisors's careers page and normalized into a canonical job model.