Director, Wealth Strategy - Estate Planning

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Overview

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,

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What We Offer

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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.

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 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

The Wealth Strategy 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. We are a collaborative and high-performing division focused on delivering sophisticated planning strategies to high‑net‑worth and ultra‑high‑net‑worth families. As a Senior Wealth Strategist, you will leverage your estate planning and tax expertise to deepen relationships, support advisors, and drive new business growth.

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.

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%.

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 and complies with federal employment eligibility verification requirements.

If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.

For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.

If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
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