Unknown Company

UHNW Estate Planning Partner & Lead Strategist

Remote • Posted 2 weeks ago
Onsite Full Time Finance

Mercer Advisors seeks an exceptional Estate Planning Partner - Regis to serve as a primary strategic advisor, team leader, and subject matter expert for our Regis families. You will lead engagements with senior wealth advisors, ensuring outcomes and experience for our most complex clients.

This role requires a JD, bar license, 15+ years in estate planning, and deep tax/estate planning expertise. You will operate in a collaborative, regulated RIA environment with strong leadership

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UHNW Estate Planning Partner & Lead Strategist in Remote at Unknown Company

This position is listed as full time and onsite.

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