Regional Vice President - Portland

Only for registered members Portland, United States

2 weeks ago

Default job background
Full time $119,000 - $140,000 (USD)

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

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