Principal Planner
Mercer Advisors
Mercer Advisors seeks an exceptional Estate Planning Partner - Regis to serve as a primary advisor, team leader, and subject matter expert for our Regis families. You will lead engagements with senior wealth advisors and oversee outcomes for the most complex clients, ensuring sophisticated wealth transfer and tax strategies are implemented with precision. In this role, you will guide multi-generational planning, governance, and succession design while collaborating with the broader Mercer team #J-18808-Ljbffr
Vacancy posted 2 days ago
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$10,027.65 per month
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City-of-Huntington-Beach,-Ca
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