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Job description
Mercer Advisors is seeking a Managing Partner, Estate Planning - Regis to lead and grow a dedicated UHNW estate planning practice. This senior role requires technical authority, strategic leadership, and the ability to design sophisticated multi-generational estate plans for complex families.
The role is hybrid, with preference for candidates in San Francisco, Los Angeles, and Orange County. Travel up to 20% and collaboration with Regis leadership are expected to deliver integrated wealth
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Worksite address
newport beach, CA, 92659, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.