PitchMeAI Jobs
Mercer Advisors

Senior Estate Planning Attorney - (San Diego, Orange County)

Mercer Advisors · Newport Beach; San Diego

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
60 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 Estate Planning Attorney will serve as an in-house resource for estate planning, focusing on ultra-high-net-worth clients. Responsibilities include reviewing estate planning documents, advising on tax strategies, drafting legal documents, and mentoring junior staff. The role also involves business development activities such as networking and leading presentations.

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
  • 8-12 years legal experience in estate planning
  • Proven track record of handling planning matters for high net worth clients
  • Ability to interpret and convey complex estate planning topics to Wealth Management teams and clients
  • Ability to travel up to 25%

Nice to have

  • LL.M. in Taxation or Estate Planning strongly preferred

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

  • Hybrid work environment may require flexibility in hours
  • Role involves significant client interaction and business development responsibilities
  • No specific mention of ongoing professional development opportunities

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

All 104 open roles at Mercer Advisors →