[Hiring] Attorney (Estate Planning Strategist) @Mercer Advisors

Role Description

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 net worth clients. This role is remote, with a strong preference for candidates in Chicago, Dallas, Houston, or Denver, as we anticipate this person will likely be in-office at least 1-2 days per month.

• 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 review and summarize existing estate planning documents, including making appropriate recommendations regarding changes and additions based upon changes in law and family circumstances.
• Answer general informational estate planning questions from clients and advisor teams.
• Serve as an in-house resource in estate planning to wealth management teams nationwide.
• Remain current with related estate, trust, and tax legislation nationwide.
• Eligible to support business development through leading presentations and thought leadership publications, as necessary.
• Manage a service specialist, as assigned, related to overseeing day-to-day tasks, training, calendars, time management, coaching, and mentoring.
• Other duties as assigned.

Qualifications

• 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%

Requirements

• 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 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.

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 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
• Dependent Care Savings Account for child and dependent care.
• 14 Company Paid Holidays including 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 (8 weeks)
• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 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 as well as an after-tax option
• Pet Insurance
• Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing