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Mercer Advisors logo
Mercer Advisors

A family office for your family.

Attorney – Estate Planning Strategist

AttorneyAttorneyOtherRemoteMid LevelTeam 501-1,000Since 1985H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

137 days ago

Salary

$130K - $150K / year

Seniority

Mid Level

Professional Certificate2 yrs expEnglish

Job Description

Attorney – Estate Planning Strategist

Mercer Advisors

• Independently meet with wealth advisors/financial planners/other wealth management and members of the Wealth Solutions group to review, fund, and maintain estate plans • Independently reviewing and summarizing existing estate planning documents, including making appropriate recommendations regarding changes and additions based upon changes in law and family circumstances • Answering general informational estate planning questions from clients and advisor teams • Serving as an in-house resource in estate planning to wealth management teams nationwide • Remaining current with related estate, trust, and tax legislation nationwide • Eligible to support business development through leading presentations and thought leadership publications, as necessary • Managing a service specialist, as assigned, as related to overseeing day-to-day tasks, training, calendars, time management, coaching, and mentoring • Other duties as assigned

Job Requirements

  • 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
  • 2-6 years legal experience in estate planning preferred
  • Ability to travel up to 25%.

Benefits

  • Company Paid Basic Life & AD&D Insurance
  • Company Paid Short-Term and Long-Term Disability Insurance
  • Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
  • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
  • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan.
  • Two comprehensive Dental Plans
  • Vision Insurance Plan
  • Dependent Care Savings Account for child and dependent care.
  • 14 Company Paid Holidays with a full week off at Thanksgiving.
  • Generous paid time off program for vacation and sick days
  • Employee Assistance Plan
  • Family Medical Leave
  • Paid Parental Leave (6 weeks)
  • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
  • Adoption Assistance Reimbursement Program
  • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
  • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match
  • Pet Insurance

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