Attorney, Estate Planning Strategist

This is a fully remote position, open to applicants in United States.

📋 Description

• Conduct meetings independently with wealth advisors, financial planners, and members of the Wealth Solutions group to assess, fund, and manage estate plans.

• Review and summarize existing estate planning documents autonomously, providing suitable recommendations for modifications and additions based on legal changes and family situations.

• Respond to general estate planning inquiries from clients and advisory teams.

• Act as an internal resource for estate planning for wealth management teams across the country.

• Stay updated with relevant estate, trust, and tax legislation nationally.

• Capable of supporting business development through leading presentations and thought leadership publications when necessary.

• Oversee a service specialist, when assigned, in managing daily tasks, training, scheduling, time management, coaching, and mentoring.

• Perform additional duties as assigned.

⛳️ Requirements

• Juris Doctor (JD) degree.

• Licensed to practice law in at least one state.

• 2-6 years of legal experience in estate planning.

• Ability to interpret and communicate complex estate planning concepts to Wealth Management teams and clients.

• Willingness 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 Cigna medical plan options, 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 for those enrolled in either HDHP medical plan.

• Two comprehensive Dental Plans.

• Vision Insurance Plan.

• Dependent Care Savings Account for childcare and dependent care expenses.

• 14 Company Paid Holidays, including a full week off for Thanksgiving.

• Generous paid time off policy for vacations and sick days.

• Employee Assistance Plan.

• Family Medical Leave.

• Paid Parental Leave (8 weeks).

• Maternity benefits that utilize company paid Short-Term Disability, any supplemental Short-Term Disability, plus Parental Leave (8 weeks) for recovery, bonding with the baby, and enjoying family time.

• Adoption Assistance Reimbursement Program.

• Company Paid Concierge Services for you and your loved ones to assist with various caring needs, including for aging parents, young children, and life's challenges.

• 401(k) Retirement Plan featuring both Traditional and Roth options with per pay period matching, as well as an after-tax option.

• Pet Insurance.

• Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing.