Senior Attorney (Sr Estate Planning Strategist) - (Atlanta, Chicago, New York, Dallas

Senior Attorney (Sr Estate Planning Strategist)

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 42,800+ families across 110+ 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.

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 new worth clients. For this role we have a strong preference for candidates in Atlanta, New York City, Chicago, or Dallas, as we anticipate this person will likely be in-office at least 1-2 day per month.

• Meeting with wealth advisors/financial planners/other wealth management and members of the Wealth Solutions group to review, fund, and maintain estate plans
• Learning advanced planning strategies
• Build book of ultra-high-net-worth clients
• 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
• Support business development through leading presentations, thought leadership publications, and prospective client meetings, as necessary
• Mentor and coach Estate Planning Strategists
• Management of a service specialist, as assigned, as related to overseeing day-to-day tasks, training, calendars, time management, coaching, and mentoring
• 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 clients4-8 years legal experience in estate planning preferred

Ability to travel up to 25%

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. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.

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.

Final date to receive applications:
The initial Final date to receive applications is 9/15/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.

Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location,…