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 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 the Wealth Solutions group, a dynamic environment of professionals dedicated to providing and implementing planning strategies for high-net-worth clients. Candidates in Atlanta, New York City, Chicago, or Dallas are strongly preferred, as this role may require in-office presence 1-2 days per month.

Responsibilities

• Independently meet with wealth advisors, financial planners, and other Wealth Solutions group members 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 across the U.S.
• Support business development through presentations and thought leadership publications, as needed.
• Manage a service specialist, 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 role requires availability during standard business hours, Monday through Friday from 8 AM to 5 PM. Occasional early or late hours may be needed to meet business 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 based in a professional office or a dedicated home office free of interruptions. Basic technology will be provided. Routine sitting and standing are required; no heavy lifting over 10 lbs.

Pay

Actual base pay within this range will be based on geographic location, 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 insurance options: life & AD&D, short-term disability, accident, critical illness, and hospital indemnity.
• Three Cigna medical plans, including two high-deductible health plans and a traditional co-pay plan.
• Kaiser medical plans available in California.
• Health Savings Account (HSA) with company contributions for HDHP enrollees.
• 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 for vacation and sick days.
• Employee Assistance Plan.
• Family Medical Leave.
• Paid Parental Leave (8 weeks).
• Maternity benefits utilizing company-paid STD, supplemental STD, and Parental Leave (8 weeks).
• Adoption Assistance Reimbursement Program.
• Company-paid concierge services for aging parents, childcare, and life challenges.
• 401(k) Retirement Plan with Traditional and Roth options, per-pay-period match, and after-tax contributions.
• Pet insurance.
• Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing.