Senior Attorney — Estate Planning (Texas Remote)
Compensation
$130k – $150k /yr
Employment type
Full-time
Work setting
On-site
Location
Austin, TX
Schedule
Day shift
Posted
Travel
Required
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Job overview
The Senior Attorney — Estate Planning role is remote, with a preference for candidates licensed in Texas and travel to a Texas office once or twice monthly for client meetings. The posting lists a base pay range of $130,000–$150,000 per year, plus eligibility for incentive compensation. The role supports the Estate Planning team within Wealth Solutions at Mercer Advisors, which provides integrated financial services to families. The attorney reviews and advises on estate plans, answers client and advisor questions, and serves as an estate-planning resource for wealth management teams. The role also contributes to business development and mentors estate planning strategists.
What you'll do
- Review, fund, and maintain estate plans with wealth advisors and planners
- summarize estate planning documents and recommend changes
- answer client and advisor questions
- monitor estate, trust, and tax legislation
- support presentations and prospective client meetings
- mentor strategists and oversee a service specialist as assigned.
What we're looking for
- Skills & competencies
- senior attorneyestate planningremotetexaswealth solutionsestate plansclient advisoryfinancial planningmercer advisorsmonday–fridaytravel up to 25%
- Work arrangement
- Weekend coverage required
Benefits & perks
- Medical, dental, vision, life and disability insurance, HSA contributions, paid holidays, paid time off, paid parental leave, adoption assistance, and 401(k) match.
Why this role
Remote role with a preference for Texas-licensed candidates; travel to a Texas office for client meetings once or twice a month may be needed. Benefits include paid holidays, paid time off, medical, dental, vision, retirement, and paid parental leave.
About the employer
Mercer Advisors is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Portfolio Management and Investment Advice
- Occupation code
- 23-1011.00
You'll be redirected to the employer's application page.
Listing ID: 145cbe51-06e6-4eb9-9342-44b2bd2b232a