Regional Vice President
Mercer Advisors(8 months ago)
About this role
A Regional Vice President at Mercer Advisors builds relationships with clients to provide tailored wealth management solutions, fostering growth and client satisfaction within a collaborative environment. The role involves engaging with potential clients, understanding their needs, and managing the sales process to help clients achieve their financial goals.
Required Skills
- Sales
- Financial Planning
- Client Relationship
- Investment Management
- CRM
- Financial Industry
- Communication
- Organizational Skills
- Growth Mindset
- Proficiency in MS Office
Qualifications
- Bachelor’s degree preferred or equivalent experience
- 5+ years of successful sales experience in financial services
- Series 65 or Series 66 license
- CFP® (preferred)
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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