Mercer Advisors is a different kind of wealth management firm. We exist so that our clients don’t have to worry about money. Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach to managing their money – “A family office for your family.” We connect the dots of our clients’ financial lives by unifying planning, investing, taxes, estate, insurance, trust, and more. Today, we proudly serve over 25,000 families, across over 90 cities, with over $45 Billion in assets entrusted to our care. And we do this as an independent, national fiduciary – which means we are committed to always working in the clients’ best interest.
When you join our team, you will find that it is different from what you typically see in our industry. Our client-facing professionals of in-house experts are 50% women, as is our overall employee base. We bring together the best talent wherever they live –with no formal headquarters, and many flexible working arrangements – so we can assemble the best team.
Job Summary:
Our Estate Planning is group looking for a talented Estate Planning Strategist to join the team and make an immediate positive service impact for our clients. The ideal candidate is passionate about helping others, thrives in a fast-paced environment, loves to learn and be challenged. The Estate Planning team is part of our Family Wealth Services group, which consists of legal, tax, and insurance professionals dedicated to providing and implementing comprehensive strategies for our Wealth Management clients.
Essential Job Functions for the Estate Planning Strategist will include:
- Meeting with clients to design, fund, and maintain estate plans.
- Drafting of estate plan documents, including trusts, wills, powers of attorney, healthcare directives, and funding related documents.
- Preparing and reviewing deeds and transfer of real property documents.
- Reviewing and summarizing existing estate planning documents, including making the appropriate observation regarding changes in law and family circumstances.
- Answering estate planning questions Wealth Management teams and their respective clients.
- 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 and thought leadership publications, as necessary.
- Managing at least one legal assistant, as assigned, as related to the overseeing day-to-day tasks, training, calendars, time management, coaching, and mentoring.
- Performing other duties as assigned.
In this role, the Estate Planning Strategist will also act as attorney for Advanced Services Law Group, Inc. (ASLG). ASLG is a boutique estate planning firm that supports clients of Mercer Advisors. In this role, the attorney will independently perform the following tasks:
- Meeting with clients to design, fund, and maintain estate plans.
- Drafting estate plan documents, including trusts, wills, powers of attorney, healthcare directives, and funding related documents, as well as advanced planning tools including IDGTs, QRPTs, ILITs, SLATs, CRTs, and LLCs.
- Preparing and reviewing deeds and real property transfer documents.
Required Knowledge, Skills and Abilities:
- Juris Doctor (JD)
- Licensed to practice law in at least one state. Desire and ability to become licensed in multiple states.
- 2+ years legal experience. Estate planning experience preferred.
- Ability to travel up to 25%
Work Schedule:
Daytime and evening hours as needed.
Working Conditions:
Professional office environment. Traveling, standing, and sitting. No heavy lifting over 20 lbs.
Benefits:
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
- 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 medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Health Savings Account (HSA) with company contributions on a per pay period basis 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 with 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 (6 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
- Adoption Assistance Reimbursement Program
- Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match
- Pet Insurance
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.
