Managing Partner, Estate Planning – UHNW (West Coast)

Why Work at Mercer Advisors ? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. * Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: At Mercer Advisors , our purpose is to amplify and simplify our clients' financial lives through a fully integrated family office offering. We bring together fiduciary professionals across disciplines to do the best work of their careers — as one unified team committed to doing what's right for clients. We continue to reinvest in our people and platform so that our growth creates more opportunities for teammates and more value for clients. Regis is Mercer Advisors ' multi-family office offering designed for ultra-high net worth