Attorney (Estate Planning Strategist)

Why Work at Mercer Advisors?

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 the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 31,300 families across 90+ cities across 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 --- always.*

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.

Join us and help families amplify and simplify their financial lives with confidence.

* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics -- including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here.

Job Summary

The Estate Planning team is part of our Wealth Solutions group, which is a dynamic team environment consisting of professionals dedicated to providing and implementing planning strategies for our high net worth clients.

Essential Job Functions

• 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.
• Other duties as assigned.

Knowledge, Skills, and Abilities

• 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%.

Work Schedule

This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.

Working Conditions

This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.

Compensation and Benefits

Application Deadline: The initial deadline for applications is 6/17/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled.

Base Pay Range: $95,000 - $115,000 USD. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation.

Mercer Advisors offers a competitive and robust benefit package, including:

• Company Paid Basic Life, AD&D, Short-Term and Long-Term Disability Insurance.
• Supplemental insurance options.
• Comprehensive medical, dental, and vision plans (including HSA options).
• 14 Company Paid Holidays, including a full week off at Thanksgiving.
• Generous paid time off program.
• Paid Parental Leave (8 weeks) and Adoption Assistance.
• 401(k) Retirement Plan with match.
• Personalized financial planning and guidance.

Equal Opportunity Employer

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify. If you need an accommodation during the application or hiring process, please email [email protected].