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UHNW Estate Planning Partner - Family Office Lead

Socket.dev

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 and manage UHNW clients with sophisticated estate planning needs. This hybrid role emphasizes integrated wealth planning, fiduciary rigor, and coordinating across investments, tax, and estate strategies to deliver exceptional client outcomes. #J-18808-Ljbffr Socket.dev

Vacancy posted 5 days ago
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