Conduct detailed reviews and provide clear summaries of estate plans for UHNW clients. - Provide full product life-cycle counseling and build scalable efficient processes. - Lend legal expertise to the engineering and data science teams in developing AI tools.
Meet with wealth advisors and members of the Wealth Solutions group to review, fund, and maintain estate plans.
Review existing estate planning documents and make recommendations based on law and family changes.
Act as an in-house resource in estate planning to wealth management teams nationwide.
Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, and insurance services. They serve over 31,300 families in more than 90 cities across the U.S. with a commitment to diversity.
Participate in our most important growth initiatives.
Be a software product visionary.
Lead our people.
Wealth.com is the industry’s leading estate planning platform, empowering wealth management firms to modernize how they talk about estate planning with their clients. We cultivate a collaborative and supportive environment, fostering innovation and certified as a Great Place to Work.