Regional Vice President - Portland
2 weeks ago

The Regional Vice President will build relationships with clients and help them find a wealth management solution for their needs, driving sales momentum within a collaborative, client-focused environment.
Responsibilities
- Engage with potential wealth management clients over Zoom, phone, and/or in person to understand their needs and share how Mercer can help
- Draw on financial expertise as well as resources across the organization to create distinct value for each client and present a tailored view of how Mercer can help achieve their goals
Job description
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