Regional Vice President (Channel) - Houston, TX
Mercer Advisors(4 days ago)
About this role
Mercer Advisors is a leading financial services firm that offers integrated financial planning, investment management, and related services to families across the U.S. The company emphasizes a collaborative environment and provides various employee benefits, including flexible work arrangements.
Required Skills
- Financial Planning
- Investment Management
- Sales
- Client Relations
- CRM
- Financial Services
- Relationship Building
- Financial Industry
- Business Development
- Communication
About Mercer Advisors
merceradvisors.comMercer Advisors (Mercer Global Advisors Inc.) is a Denver-based wealth management and registered investment advisory firm that provides family office–style financial planning, investment management, and wealth-transfer solutions for individuals, families, and business owners. Founded in 1985, the firm says it adapts the sophisticated, time-tested approaches used by ultra-high-net-worth clients and makes them accessible to a broader range of families. Mercer offers integrated services across investments, tax and estate planning, and fiduciary guidance, and was named the Top RIA in Barron’s 2025 Top 100 RIAs ranking.
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