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Mercer Advisors

Attorney (Estate Planning Strategist) - (Texas Remote)

Mercer Advisors · Austin; Dallas - Park Cities; Houston

Posted about 2 months ago

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

Is this posting real?

This role has been open
50 days
Mercer Advisors's roles stay open a median of 82 days
Reposted
No
Salary listed
No
0% of Mercer Advisors's roles list one
Ghost-job risk at Mercer Advisors
high
104 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
2026-10-25

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

As an Estate Planning Strategist at Mercer Advisors, you will work independently with wealth advisors and financial planners to review and maintain estate plans for high net worth clients. Your role includes summarizing existing estate planning documents, answering client inquiries, and serving as an in-house resource on estate planning matters. You will also manage a service specialist and may engage in business development through presentations and publications.

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

  • Role is remote with a strong preference for candidates licensed in Texas
  • No specific mention of ongoing professional development opportunities
  • Work schedule may require early or late hours to meet business tasks and deadlines

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

Listed by Mercer Advisors on their greenhouse job board, last confirmed open on 2026-10-25. PitchMeAI is not the employer.

More roles at Mercer Advisors

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Apply to an Attorney (Estate Planning Strategist) - (Texas Remote) position at Mercer Advisors - Jobs near me at Austin; Dallas - Park Cities; Houston