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Regional VP, Wealth Management

Job in Boca Raton, Palm Beach County, Florida, 33481, USA
Listing for: Mercer Advisors
Full Time position
Listed on 2025-12-29
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 125000 - 150000 USD Yearly USD 125000.00 150000.00 YEAR
Job Description & How to Apply Below
Position: Regional VP, Wealth Management Growth
A financial services firm is seeking a Regional Vice President to build relationships with clients and drive sales in a collaborative, client-focused environment. Candidates must have 5+ years of sales experience in financial services and experience using CRM systems. A bachelor's degree is preferred, and a Series 65 or Series 66 license is required.

This role offers the opportunity to impact the financial lives of clients significantly, with a strong emphasis on personal growth and development.
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