Regional Vice President - Channel (Portland, OR)
Mercer Advisors(27 days ago)
About this role
Mercer Advisors is seeking a Regional Vice President to foster client relationships and provide tailored wealth management solutions within a collaborative environment. The role involves engaging with potential clients, leveraging organizational resources, and driving sales growth in a client-centric setting.
Required Skills
- Client Relations
- Sales
- Financial Planning
- Investment Management
- CRM
- Communication
- Relationship Building
- Financial Services
- Presentation
- Strategy
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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