[Remote] Senior Attorney (Senior Estate Planning Strategist) - Pacific Time Zone

Note: The job is a remote job and is open to candidates in USA. Mercer Advisors is a leading financial services firm dedicated to simplifying the financial lives of families. The Senior Estate Planning Strategist will collaborate with wealth advisors to manage and implement estate plans for high net worth clients, ensuring compliance with current legislation and providing expert guidance in estate planning matters. Responsibilities • Independently meet with wealth advisors/financial planners/other wealth management and members of the Wealth Solutions group to review, fund, and maintain estate plans • Independently 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 • Eligible to support business development through leading presentations and thought leadership publications, as necessary • 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 • Meeting with clients to design, implement, fund, and maintain estate plans • Drafting estate plan documents, including trusts, wills, powers of attorney, healthcare directives, and funding related documents • Preparing and reviewing deeds and real property transfer documents Skills • 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 • Ability to travel up to 25% • 4+ years legal experience in estate planning preferred Benefits • 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 Company Overview • Mercer Advisors is a full-service wealth management firm. It was founded in 1985, and is headquartered in Denver, Colorado, USA, with a workforce of 501-1000 employees. Its website is Apply tot his job