Director, Wealth Strategy – Estate Planning

Mercer Advisors

Senior Wealth Strategist driving business growth through estate planning expertise for high-net-worth families. Collaborating with the Wealth Strategy team to deliver sophisticated planning strategies.

Posted 5/26/2026full-timeRemote • 🇺🇸 United StatesLead💰 $170,000 - $200,000 per yearWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

estate planningtax planninglegal researchdocument reviewstrategic recommendationsclient relationship managementbusiness developmentpresentation skillsthought leadership

Soft Skills

mentoringcoachingcommunicationinterpersonal skillsorganizational skillsanalytical skillsproblem-solving

Certifications & Qualifications

Juris Doctor (JD)licensed to practice law

Industry Keywords

wealth managementestate planning documentstrust legislationtax legislationreferral networksfinancial planningwealth advisorsCPAscenters of influence

About the role

Key responsibilities & impact

Drives business development through leading prospective client meetings, presentations, and thought leadership publications.
Identify planning gaps, articulating value, and supporting regional vice presidents in closing new client relationships.
Meeting internally with wealth advisors, financial planners, other wealth management, and members of the Wealth Solutions group to review and maintain estate
Reviewing and summarizing existing estate planning documents, and providing strategic recommendations to enhance the client’s overall planning structure
Answering general informational tax and estate planning questions from clients and advisor teams
Serving as an in-house resource in tax and estate planning to wealth management teams nationwide
Remaining current with related estate, trust, and tax legislation nationwide
Mentor and coach junior estate planning
Build and maintain strong referral networks with attorneys, CPAs, and centers of influence.
Other duties, as assigned.

Requirements

What you’ll 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.
5-10 years legal experience in estate planning preferred.
Ability to travel up to 25%.

Benefits

Comp & perks

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.
Two comprehensive Dental Plans
Vision Insurance Plan
Dependent Care Savings Account for child and dependent care.
14 Company Paid Holidays including a full week off at Thanksgiving.
Generous paid time off program for vacation and sick days
Employee Assistance Plan
Family Medical Leave
Paid Parental Leave (8 weeks)
Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
Adoption Assistance Reimbursement Program
Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
Pet Insurance
Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing