Regional Vice President (Charlotte)
Mercer Advisors(6 months ago)
About this role
Mercer Advisors is a leading independent RIA firm that provides comprehensive financial services to families across the U.S. with a focus on integrating various financial solutions. The company values diversity, flexible working environments, and making a meaningful impact on clients' financial lives.
Required Skills
- Sales
- Financial Planning
- Relationship Building
- Business Development
- Client Management
- CRM
- Financial Services
- Communication
- Organization
- Travel
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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