Estate Planning Partner, UHNW (San Francisco)

Company

Mercer Advisors

Where

San Francisco

Level

Executive

First seen

August 6, 2026

Listed via

Greenhouse

What the posting says

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’ offering designed for ultra-high net worth families with complex, multi-generational wealth. Regis clients often have…

Read more and apply on Mercer Advisors' site

More jobs like this

1. Private Banker (Walnut Creek HQ or San Francisco Branch, CA)

   Mechanics Bank · Walnut Creek, California · $120k–$194k a year · First seen Nov 11

   Save to apply

2. Business Solutions Advisor - Hesperian La Playa Financial Center - Bilingual Spanish Required

   94-1687665 Bank of America, National Association · Hayward · $26–$34.67 an hour · First seen Nov 10

   Save to apply

3. Financial Solutions Advisor Registration Candidate - Virginia Hills Financial Center

   94-1687665 Bank of America, National Association · Martinez · $28.85–$33.65 an hour · First seen Nov 10

   Save to apply

4. Business Solutions Advisor - Hesperian La Playa Financial Center - Bilingual Spanish Required

   13-5674085 Merrill Lynch, Pierce, Fenner & Smith · Hayward · $26–$34.67 an hour · First seen Nov 10

   Save to apply

5. Financial Solutions Advisor Registration Candidate - Virginia Hills Financial Center

   13-5674085 Merrill Lynch, Pierce, Fenner & Smith · Martinez · $28.85–$33.65 an hour · First seen Nov 10

   Save to apply

See all 85 Personal Financial Advisors jobs in San Francisco Bay Area

A search agent finds the jobs this list misses: the ones that mean the same without the same words. Have Destava watch for estate planning partner, uhnw (san francisco) jobs in San Francisco, new matches every morning on your own account.