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Private Wealth Counsel

Wealth.com

US

Tax Communication

Job Summary:

  • Dynamic team environment.
  • Dedicated to providing and implementing planning strategies.
  • For high new worth clients.

Essential Job Functions:

  • Independently meet with wealth advisors.
  • Review estate plans.
  • Manage a service specialist.

Knowledge, Skills, and Abilities:

  • Juris Doctor (JD).
  • Licensed to practice law in at least one state.
  • 2-6 years legal experience in estate planning preferred.

Mercer Advisors

Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, and insurance, all managed by a single team. They serve over 31,300 families and are composed of 50% women, attracting top talent with flexible working arrangements.

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