Regional Vice President
Mercer Advisors(2 months ago)
About this role
A Vice President of Regional Sales at Mercer Advisors will focus on building relationships with clients and supporting their wealth management needs. The role involves engaging with potential clients, customizing wealth management solutions, and managing the sales process from initial contact to closing. It offers an opportunity to contribute to a growing organization dedicated to client success in the financial industry.
Required Skills
- Sales
- Financial Planning
- Client Relations
- CRM
- Investment Management
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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