Senior Attorney (Sr 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
The Senior Attorney (Sr Estate Planning Strategist) role involves working within the Estate Planning team to develop and implement planning strategies for ultra-high-net-worth clients. Responsibilities include meeting with wealth advisors, reviewing estate planning documents, mentoring junior strategists, and staying updated on relevant legislation. The position is remote but requires occasional travel to Texas offices for client meetings.
- 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
- 4-8 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 licensed in Texas
- Requires travel to Texas offices once or twice a month for client meetings
- Role may require early or late hours to meet business tasks and deadlines
- No specific mention of a modern tech stack or tools used in the role
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
- Tax Manager (Florida)Florida
- Senior Manager, Strategy and Analytics- Wealth SolutionsRemote, USA
- Regional Vice President, Community (San Diego, CA)San Diego
- Regional Vice President, Community (Boston, MA; Lake Placid, NY and Portsmouth, NH))Boston, Massachusetts, United States; New York; Portsmouth, New Hampshire, United States
- Regional Vice President, Community (Hartford, CT and Upstate, NY)Connecticut; New York
- Creative DirectorNew York, New York, United States
- Associate Wealth Advisor (Minneapolis, MN)Minneapolis
- Senior Director, Client Wealth ExpansionRemote, USA