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Job description
Mercer Advisors seeks a Managing Partner, Estate Planning - Regis to lead and grow a premier UHNW estate planning practice. This role sets the technical standard and engages on the most complex client matters across wealth planning, tax, and estate strategies.
Hybrid role with preference for San Francisco, Los Angeles, or Orange County. You will mentor top professionals, collaborate with wealth advisors, and drive integration and outcomes for high-net-worth families.
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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.