Senior Attorney - Estate Planning Strategist I
New
M
Mercer AdvisorsFinancial Services
Remote, USAFull-TimeSenior
Salary136000 - 160000 USD per year
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Job Details
- Experience
- 4-8 years legal experience
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 legal experience in estate planning preferred
- Ability to travel up to 25%
Responsibilities
- Meeting with wealth advisors/financial planners/other wealth management and members of the Wealth Solutions group to review, fund, and maintain estate plans
- Learning advanced planning strategies
- Build book of ultra-high-net-worth clients
- Reviewing and summarizing existing estate planning documents, including making appropriate recommendations regarding changes and additions based upon changes in law and family circumstances
- Answering general informational estate planning questions from clients and advisor teams
- Serving as an in-house resource in estate planning to wealth management teams nationwide
- Remaining 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
- Management of a service specialist, as assigned, as related to overseeing day-to-day tasks, training, calendars, time management, coaching, and mentoring
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