Director, Wealth Strategy - Estate Planning
Remote regions
USBenefits
8w paternity
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Compensation and Benefits:
- Base pay range $170,000–$200,000 USD plus incentive compensation.
- 14 company paid holidays and generous paid time off.
- Comprehensive benefits: medical, dental, vision, 401(k), HSA with company contributions.
Work Culture and Flexibility:
- Remote-first role within the US; flexible national footprint.
- Collaborative, high-performing Wealth Solutions team.
- Focus on serving high-net-worth families with comprehensive planning.
Development and Growth:
- Mentor junior estate planning professionals.
- Build referral networks with attorneys and CPAs.
- Stay current with estate, trust, and tax legislation nationwide.
Mercer Advisors
Mercer Advisors helps families simplify their financial lives by integrating financial planning, investment management, tax, estate, and more. Serving over 31,300 families across 90+ U.S. cities and ranked #1 RIA by Barron's, it offers a flexible, national workplace where over half of employees are women.