Senior Attorney (Estate Planning Strategist)
M
Mercer AdvisorsWealth Management
Texas Remote, Standard business hours Monday through Friday, 8AM to 5PM.Full-TimeSenior
Salary$130,000 — $150,000 USD
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Job Details
- Experience
- 4-8 years
- Required Skills
- Business DevelopmentMentoring
Requirements
- Juris Doctor (JD) degree.
- Active law license in at least one state.
- 4-8 years of legal experience in estate planning preferred.
- Ability to interpret and convey complex estate planning topics to internal teams and clients.
- Willingness to travel up to 25% for client and office meetings.
- Available for standard business hours (Mon-Fri, 8AM-5PM) with occasional flexibility for deadlines.
- Texas licensure is strongly preferred.
Responsibilities
- Review, fund, and maintain estate plans in collaboration with wealth advisors and the Wealth Solutions group.
- Learn and implement advanced planning strategies.
- Build and manage a book of ultra-high-net-worth clients.
- Review and summarize existing estate planning documents, providing recommendations based on legal and family changes.
- Serve as an in-house resource for estate planning across national wealth management teams.
- Support business development through presentations, publications, and client meetings.
- Mentor and coach Estate Planning Strategists.
- Manage assigned service specialists including training, scheduling, and performance coaching.
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