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Job Summary:
- At Mercer Advisors, our purpose is to amplify and simplify 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.
- Regis is our multi-family office for ultra-high net worth families with complex, multi-generational wealth.
Essential Job Functions:
- Lead and grow the Regis estate planning practice, setting the technical standard and quality bar.
- Build, lead, and mentor an elite team of UHNW-focused estate planning strategists.
- Serve as the firm's senior-most technical authority, personally engaging on the most complex client situations.
Benefits:
- Company paid Basic Life & AD&D Insurance, Short-Term and Long-Term Disability Insurance.
- Three Cigna medical plans, HSA with company contributions, Dental, and Vision.
- 14 Company Paid Holidays, generous PTO, Paid Parental Leave (8 weeks), and 401(k) with match.
Mercer Advisors
Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, insurance, and more. They serve over 42,800 families across 110+ U.S. cities, ranked #1 RIA by Barron's, and have a diverse workforce with over half women employees.