Mercer Advisors
Financial Services
Attorney(EstatePlanningStrategist)
“Attorney (Estate Planning Strategist) at Mercer Advisors. Skills: Estate planning, Legal strategy, Client advising. Meet with wealth advisors to review estate plans. Review and summarize estate planning documents”
Industry & Context.
Travel up to 25%
What They're Looking For.
Must Have
Juris Doctor (JD), Licensed to practice law
Nice to Have
0-3 years legal experience in estate planning
What You'll Do.
Meet with wealth advisors to review estate plans
Review and summarize estate planning documents
Make recommendations regarding estate plan changes
Answer estate planning questions
Serve as in-house resource in estate planning
Remain current with estate
Manage a service specialist
Oversee day-to-day tasks
Train service specialists
Manage service specialist calendars
Manage service specialist time
Coach service specialists
Mentor service specialists
How You'll Work.
Team & Collaboration
Wealth management teams; Wealth Solutions group; Advisor teams
Communication Scope
Convey estate planning topics
Applying for this Attorney (Estate Planning Strategist) role?
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