Senior Attorney (Sr Estate Planning Strategist)
Benefits
8w paternity
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Job Summary:
- You are part of the Estate Planning team in Wealth Solutions, serving high net worth clients.
- This remote role requires a Texas law license and occasional travel to Texas offices.
Essential Job Functions:
- Meet with advisors to review, fund, and maintain estate plans.
- Review documents and recommend changes based on law and family circumstances.
- Support business development through presentations and thought leadership.
Knowledge, Skills, and Abilities:
- Possess a JD and license to practice law in at least one state.
- Have 4-8 years estate planning experience and ability to travel 25%.
- Interpret complex estate planning topics for clients and teams.
Benefits:
- Competitive benefits include medical, dental, vision, and 401(k) with match.
- Enjoy 14 paid holidays, generous PTO, and 8 weeks paid parental leave.
- Additional perks: HSA contributions, life insurance, and adoption assistance.
Mercer Advisors
Mercer Advisors helps families integrate financial planning, investment management, tax, estate, insurance, and more. With over 42,800 families served and ranked #1 RIA firm by Barron's, the company has a flexible, inclusive culture with over half of employees being women.