Senior Attorney, Estate Planning Strategist

Job overview

The Senior Attorney, Estate Planning Strategist role is remote, with a strong preference for candidates in Atlanta, GA; New York City; Chicago; or Dallas, and anticipated office attendance one or two days per month. The listed base-pay range is $130,000–$150,000 per year, with eligibility for incentive compensation. Mercer Advisors provides integrated financial planning, investment management, tax, estate, insurance, and related services to families. The attorney supports the Estate Planning team within Wealth Solutions by reviewing and explaining estate plans, advising clients and wealth-management teams, and keeping current with estate, trust, and tax law. The role also contributes to business development and mentors estate-planning strategists.

What you'll do

• Meet with wealth advisors and Wealth Solutions colleagues to review, fund, and maintain estate plans
• summarize existing documents and recommend changes based on law and family circumstances
• answer general estate-planning questions
• serve as an internal resource to wealth-management teams
• monitor estate, trust, and tax legislation
• support presentations, publications, and prospective-client meetings
• mentor strategists
• manage a service specialist if assigned.

What we're looking for

Skills & competencies

senior attorney

estate planning strategist

remote

atlanta

new york city

chicago

dallas

mercer advisors

wealth solutions

estate planning

juris doctor

licensed attorney

$130k–$150k

travel up to 25%

Work arrangement

• Weekend coverage required

Benefits & perks

• Company-paid life, AD&D, and disability insurance
• medical, dental, and vision plans
• HSA and dependent-care savings account
• 14 paid holidays
• paid time off
• paid parental leave
• 401(k) match
• adoption assistance
• pet insurance
• employee assistance plan.

Why this role

Requires a Juris Doctor and a license to practice law in at least one state. Four to eight years of estate-planning legal experience is preferred; travel may be up to 25%.

About the employer

Mercer Advisors is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.