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UHNW Estate Planning Partner & Lead Strategist
Job in
Fort Worth, Tarrant County, Texas, 76102, USA
Listed on 2026-08-08
Listing for:
Doist
Full Time
position Listed on 2026-08-08
Job specializations:
-
Management
Wealth Management
Job Description & How to Apply Below
Mercer Advisors seeks an exceptional Estate Planning Partner - Regis to serve as a primary strategic advisor, team leader, and subject matter expert for our Regis families. You will lead engagements with senior wealth advisors, ensuring outcomes and experience for our most complex clients.
This role requires a JD, bar license, 15+ years in estate planning, and deep tax/estate planning expertise. You will operate in a collaborative, regulated RIA environment with strong leadership
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