Attorney – Estate Planning Strategist

Mercer Advisors

Estate planning attorney supporting Mercer Advisors, an integrated financial-planning and wealth-management firm. Reviewing estate documents, advising clients, and supporting nationwide wealth teams.

Posted 8/18/2026full-timeAtlanta • 🇺🇸 United StatesMid-LevelSenior💰 $90,000 - $130,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in estate planning, including the ability to interpret and convey complex topics to clients and wealth management teams. Holds a Juris Doctor (JD) and is licensed to practice law, with a strong understanding of estate, trust, and tax legislation.

Highest-signal resume keywords

Juris Doctor (JD)Estate PlanningLegal ExperienceClient CommunicationTeam Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Estate PlanningLegal ResearchDocument ReviewLegislation InterpretationTax Legislation

Soft Skills

CoachingMentoringCommunicationTime Management

Certifications & Qualifications

Licensed to Practice Law

Industry Keywords

Wealth ManagementEstate Planning DocumentsBusiness DevelopmentThought Leadership

About the role

Key responsibilities & impact

Meet independently with wealth advisors, financial planners, wealth management professionals, and Wealth Solutions team members to review, fund, and maintain estate plans
Review and summarize existing estate planning documents
Recommend changes and additions based on changes in law and family circumstances
Answer general informational estate planning questions from clients and advisor teams
Serve as an in-house estate planning resource to wealth management teams nationwide
Stay current with estate, trust, and tax legislation nationwide
Support business development through presentations and thought leadership publications as necessary
Manage an assigned service specialist, including day-to-day tasks, training, calendars, time management, coaching, and mentoring
Perform 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
2-6 years legal experience in estate planning preferred
Ability to travel up to 25%
Availability Monday through Friday, 8AM to 5PM, with occasional early or late hours
Dedicated office or home office workspace free of interruptions
Ability to routinely sit and stand for periods of time
No heavy lifting over 10 lbs.

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)
Adoption Assistance Reimbursement Program
Company Paid Concierge Services for you and your loved ones
401(k) Retirement Plan with Traditional and Roth plans, per pay period match, and after-tax option
Pet Insurance
Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing
Basic technology needs provided for position requirements