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
#J-18808-LjbffrSenior Estate Planning Partner for UHNW Families in newport beach at Unknown Company
This position is listed as full time and hybrid.