Attorney (Estate Planning Strategist)

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver comprehensive care once reserved for only the wealthiest households. Today, we serve over 42,800+ families across 110+ cities in the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.

About the role

The Estate Planning team is part of our Wealth Solutions group, a dynamic team environment of professionals dedicated to providing and implementing planning strategies for our high-net-worth clients. For this role, we have a strong preference for candidates in the Bay Area, Orange County, or San Diego, as we anticipate this person will likely be in-office at least 1-2 days per month.

Responsibilities

• Independently meet with wealth advisors, financial planners, and other members of the Wealth Solutions group to review, fund, and maintain estate plans.
• Review and summarize existing estate planning documents, making recommendations for changes based on legal updates and family circumstances.
• Answer general estate planning questions from clients and advisor teams.
• Serve as an in-house estate planning resource for wealth management teams nationwide.
• Stay current with estate, trust, and tax legislation nationwide.
• Support business development through presentations and thought leadership publications, as needed.
• Manage a service specialist, including overseeing day-to-day tasks, training, calendars, time management, coaching, and mentoring.
• Perform other duties as assigned.

Requirements

• Juris Doctor (JD).
• Licensed to practice law in at least one state.
• Ability to interpret and convey complex estate planning topics to teams and clients.
• 2-6 years of legal experience in estate planning preferred.
• Ability to travel up to 25%.

Schedule

This professional role requires availability during standard business hours of Monday through Friday from 8 AM to 5 PM. At times, early or late hours may be required to meet business tasks and deadlines for external and internal client needs. Non-exempt roles must record working time daily, including a 30-minute unpaid lunch period.

Working Conditions

This position may be in a professional office environment or a dedicated home office workspace free of interruptions. Basic technology needs will be provided. Routinely involves sitting and standing for periods of time. No heavy lifting over 10 lbs.

Pay

Actual base pay within this range will be based on factors including geographic location, relevant experience, education, skills, and licenses/certifications. This position is also eligible for incentive compensation.

Base Pay Range: $90,000 – $130,000 USD

Benefits

• Company-paid basic life and 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 plans, including two High Deductible Health Plans (HDHP) and a traditional co-pay plan.
• Kaiser medical plans available in California.
• Health Savings Account (HSA) with company contributions if enrolled in an HDHP.
• Two comprehensive dental plans.
• Vision insurance plan.
• Dependent Care Savings Account for child and dependent care.
• 14 company-paid holidays, including a full week off at Thanksgiving.
• Generous paid time off program for vacation and sick days.
• Employee Assistance Plan.
• Family Medical Leave.
• Paid Parental Leave (8 weeks).
• Maternity benefits utilizing company-paid short-term disability, supplemental short-term disability, and Parental Leave (8 weeks).
• Adoption Assistance Reimbursement Program.
• Company-paid concierge services for aging parents, young children, and life’s challenges.
• 401(k) Retirement Plan with traditional and Roth options, per-pay-period match, and after-tax option.
• Pet insurance.
• Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing.