Attorney (Estate Planning Strategist I)

New

Mercer AdvisorsFinancial Services

Remote, USAFull-TimeEntry

Salary97,750 - 115,000 USD per year

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Job Details

Experience: 0-3 years

Requirements

Juris Doctor (JD)
Licensed to practice law in at least one state
Ability to interpret and convey estate planning topics to Wealth Management teams and clients
0-3 years legal experience in estate planning preferred
Ability to travel up to 25%

Responsibilities

Meet with wealth advisors/financial planners/other wealth management and members of the Wealth Solutions group to review, fund, and maintain estate plans, with guidance
Reviewing and summarizing existing estate planning documents, including making appropriate recommendations regarding changes and additions based upon changes in law and family circumstances, with guidance
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
Managing a service specialist, as assigned, as related to overseeing day-to-day tasks, training, calendars, time management, coaching, and mentoring

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97,750 - 115,000 USD per year

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