Attorney (Estate Planning Strategist I) (Remote)
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Job Summary:
The Estate Planning team is part of our Wealth Solutions group, which is a dynamic team environment consisting of professionals dedicated to providing and implementing planning strategies for our high new worth clients. Essential Job Functions for this role include: Meet with wealth advisors/financial planners/other wealth management and members of the Wealth Solutions group to review, fund, and maintain estate plans, with guidance Reviewing and summarizing existing estate planning documents, including making appropriate recommendations regarding changes and additions based upon changes in law and family circumstances, with guidance Answering general informational estate planning questions from clients and advisor teams Serving as an in-house resource in estate planning to wealth management teams nationwide Remaining current with related estate, trust, and tax legislation nationwide Managing a service specialist, as assigned, as related to overseeing day-to-day tasks, training, calendars, time management, coaching, and mentoring Other duties as assigned Knowledge, Skills, and Abilities:
Juris Doctor (JD) Licensed to practice law in at least one state Ability to interpret and convey estate planning topics to Wealth Management teams and clients 0-3 years legal experience in estate planning preferred Ability to travel up to 25% Work Schedule:
This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. Working Conditions:
This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Base Pay Range $97,750 - $115,000 USD Similar Jobs Legal Counsel, Litigation Equinix, Inc. Denver, CO Full Time Corporate Counsel (Director) (Remote) LivaNova, PLC Denver, CO Remote Contract Review Attorney SRS Acquiom, Inc. Denver, CO Full Time Arizona Attorney Jefferson Capital Systems, LLC Denver, CO Full Time Utah Attorney Jefferson Capital Systems, LLC Denver, CO Full Time Counsel 2 - Tax (Hybrid) Transamerica Corporation Denver, CO Remote About Us Attorney Jobs in USA heartily welcomes you. We provide attorney jobs, in house counsel jobs and law student jobs around the USA from leading resources. We are always welcome your feedback to improve our performance. Please feel free to contact us with your suggestions or concern using Contact Us form. Company About Us Daily Jobs FAQ Terms & Conditions Contact Us Job Search by locations Attorney Jobs in New York Attorney Jobs in Washington Attorney Jobs in San Francisco Attorney Jobs in Los Angeles Attorney Jobs in Chicago Trending job titles Counsel Jobs Litigation Associate Jobs Staff Attorney Jobs General Counsel Jobs Patent Attorney Jobs Copyrights © 2021 All Rights Reserved by Attorney Jobs in USA .
Job Summary:
The Estate Planning team is part of our Wealth Solutions group, which is a dynamic team environment consisting of professionals dedicated to providing and implementing planning strategies for our high new worth clients. Essential Job Functions for this role include: Meet with wealth advisors/financial planners/other wealth management and members of the Wealth Solutions group to review, fund, and maintain estate plans, with guidance Reviewing and summarizing existing estate planning documents, including making appropriate recommendations regarding changes and additions based upon changes in law and family circumstances, with guidance Answering general informational estate planning questions from clients and advisor teams Serving as an in-house resource in estate planning to wealth management teams nationwide Remaining current with related estate, trust, and tax legislation nationwide Managing a service specialist, as assigned, as related to overseeing day-to-day tasks, training, calendars, time management, coaching, and mentoring Other duties as assigned Knowledge, Skills, and Abilities:
Juris Doctor (JD) Licensed to practice law in at least one state Ability to interpret and convey estate planning topics to Wealth Management teams and clients 0-3 years legal experience in estate planning preferred Ability to travel up to 25% Work Schedule:
This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. Working Conditions:
This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Base Pay Range $97,750 - $115,000 USD Similar Jobs Legal Counsel, Litigation Equinix, Inc. Denver, CO Full Time Corporate Counsel (Director) (Remote) LivaNova, PLC Denver, CO Remote Contract Review Attorney SRS Acquiom, Inc. Denver, CO Full Time Arizona Attorney Jefferson Capital Systems, LLC Denver, CO Full Time Utah Attorney Jefferson Capital Systems, LLC Denver, CO Full Time Counsel 2 - Tax (Hybrid) Transamerica Corporation Denver, CO Remote About Us Attorney Jobs in USA heartily welcomes you. We provide attorney jobs, in house counsel jobs and law student jobs around the USA from leading resources. We are always welcome your feedback to improve our performance. Please feel free to contact us with your suggestions or concern using Contact Us form. Company About Us Daily Jobs FAQ Terms & Conditions Contact Us Job Search by locations Attorney Jobs in New York Attorney Jobs in Washington Attorney Jobs in San Francisco Attorney Jobs in Los Angeles Attorney Jobs in Chicago Trending job titles Counsel Jobs Litigation Associate Jobs Staff Attorney Jobs General Counsel Jobs Patent Attorney Jobs Copyrights © 2021 All Rights Reserved by Attorney Jobs in USA .