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Regional VP, Wealth Management | Lead & Impact
Job in
Rockville, Montgomery County, Maryland, 20849, USA
Listed on 2026-09-07
Listing for:
Socket.dev
Full Time
position Listed on 2026-09-07
Job specializations:
-
Finance & Banking
Financial Sales
Job Description & How to Apply Below
Mercer Advisors is seeking a Regional Vice President to cultivate client relationships and drive wealth-management solutions in a collaborative, client-focused environment. You will build a robust sales pipeline from prospecting to closing, applying financial expertise and cross-functional resources.
Ideal candidates have 5+ years in financial-services sales, a Series 65/66 license or exemptible designations, and a strong CRM background.
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