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Job description
Mercer Advisors is seeking a Managing Partner, Estate Planning - Regis to lead and grow our UHNW-focused estate planning practice. This senior role sets the technical standard, mentors an elite team, and engages on highly sophisticated client matters.
You will partner with senior wealth advisors and tax strategists to integrate estate plans within broader financial strategies, travel as needed, and contribute to industry leadership. This hybrid, high-impact role is based in California.
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Worksite address
los angeles, CA, 90079, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.