Director, Wealth Strategy – Estate Planning

🕒 May 26

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Mercer Advisors

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1985

💳 Fintech

💸 Finance

👥 B2C

Fintech • Finance • B2C

Mercer Advisors is a comprehensive financial advisory firm that focuses on simplifying and amplifying clients' financial lives. They offer a family office-style service, providing a unified team of financial planners, investors, accountants, and estate specialists who tailor financial plans to individual needs. With over 40 years of experience, the firm emphasizes personalized, fiduciary-focused service without compromising on institutional-grade portfolio management, making it accessible for families and individuals seeking to enhance their financial future.

📋 Description

• Drives business development through leading prospective client meetings, presentations, and thought leadership publications. • Identify planning gaps, articulating value, and supporting regional vice presidents in closing new client relationships. • Meeting internally with wealth advisors, financial planners, other wealth management, and members of the Wealth Solutions group to review and maintain estate • Reviewing and summarizing existing estate planning documents, and providing strategic recommendations to enhance the client’s overall planning structure • Answering general informational tax and estate planning questions from clients and advisor teams • Serving as an in-house resource in tax and estate planning to wealth management teams nationwide • Remaining current with related estate, trust, and tax legislation nationwide • Mentor and coach junior estate planning • Build and maintain strong referral networks with attorneys, CPAs, and centers of influence. • Other duties, as assigned.

🎯 Requirements

• 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. • 5-10 years legal experience in estate planning preferred. • Ability to travel up to 25%.

🏖️ 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 Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. • Kaiser Medical plans available in California • Health Savings Account (HSA) with company contributions 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 including 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 (8 weeks) • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 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 as well as an after-tax option • Pet Insurance • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing