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Mercer Advisors

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

Mercer Advisors · Atlanta; Dallas - Park Cities; New York, New York, United States; Schaumburg

Posted 29 days ago

or apply directly on Mercer Advisors's site. We never take the application ourselves.

Is this posting real?

This role has been open
29 days
Mercer Advisors's roles stay open a median of 45 days
Reposted
No
Salary listed
No
0% of Mercer Advisors's roles list one
Ghost-job risk at Mercer Advisors
high
52 stale, 5 reposted of 104 open
Hiring momentum
167 roles opened in the last 90 days
↑ up vs. the prior 90 days
Last confirmed on the employer's board
2026-09-17

Measured from postings appearing on and disappearing from Mercer Advisors's own greenhouse board since 2026-08-03. Full hiring picture for Mercer Advisors.

About this role

The Attorney (Estate Planning Strategist) role involves working within the Estate Planning team to provide and implement planning strategies for high net worth clients. Responsibilities include reviewing and summarizing estate planning documents, answering client inquiries, and serving as an in-house resource for wealth management teams. The position is remote but requires occasional in-office presence and involves managing a service specialist.

Our read on this posting3.4out of 5
benefits
5/5
freshness
4/5
career value
4/5
role clarity
4/5
pay transparency
0/5

Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of Mercer Advisors as an employer.

What you need

  • 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
  • 2-6 years legal experience in estate planning preferred
  • Ability to travel up to 25%

What you get

  • 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

Worth weighing

  • Remote position with a preference for candidates in specific cities
  • Role may require early or late hours occasionally
  • Position may involve managing a service specialist, which could add to responsibilities

Summarised from Mercer Advisors's posting. Read the full original.

Listed by Mercer Advisors on their greenhouse job board, last confirmed open on 2026-09-17. PitchMeAI is not the employer.

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