Senior Attorney (Sr Estate Planning Strategist) - (Bay Area, Orange County, San Diego)

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.

Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. 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 consisting of professionals dedicated to providing and implementing planning strategies for our high-net-worth clients. 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

• Meet with wealth advisors, financial planners, and other members of the Wealth Solutions group to review, fund, and maintain estate plans
• Learn advanced planning strategies
• Build a book of ultra-high-net-worth clients
• Review and summarize existing estate planning documents, including making appropriate recommendations regarding changes and additions based on changes in law and family circumstances
• Answer general informational estate planning questions from clients and advisor teams
• Serve as an in-house resource in estate planning to wealth management teams nationwide
• Remain current with related estate, trust, and tax legislation nationwide
• Support business development through leading presentations, thought leadership publications, and prospective client meetings, as necessary
• Mentor and coach Estate Planning Strategists
• Manage a service specialist, as assigned, overseeing day-to-day tasks, training, calendars, time management, coaching, and mentoring
• 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 Wealth Management teams and clients
• 4-8 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, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday, 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 to satisfy position requirements. Routinely 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 through Mercer Advisors’ incentive programs.

Base Pay Range: $130,000 - $150,000 USD

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 plans, 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 if enrolled in either HDHP medical plan
• 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 STD, any supplemental STD, plus Parental Leave (8 weeks)
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services for aging parents, young children, life’s challenges, and more
• 401(k) Retirement Plan with both Traditional and Roth plans, per pay period match, and an after-tax option
• Pet Insurance
• Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing