Regional Vice President

Mercer Advisors

9 months ago

4.0 on Glassdoor

United States

Onsite

Full Time

Senior

0 applicants

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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.

Skills

Qualifications

Bachelor’s degree preferred or equivalent experience5+ years of successful sales experience in financial servicesSeries 65 or Series 66 licenseCFP® (preferred)

About Mercer Advisors

merceradvisors.com

Mercer 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.