Lead Estate Planning Partner for UHNW Regis
Doist
Mercer Advisors seeks an exceptional Estate Planning Partner – Regis to serve as a primary strategic advisor and team leader for UHNW families. You will drive complex estate planning engagements and coordinate with senior wealth advisors to deliver integrated wealth management outcomes. Lead multi-generational planning, governance, and sophisticated tax strategies while growing Regis client relationships in a hybrid work model across major West Coast markets. #J-18808-Ljbffr Doist
Vacancy posted 1 day ago
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