Mercer Advisors is seeking a Regional Vice President, Community in the Dallas, TX area to lead client relationships and drive wealth management sales. This role builds a tailored client view using internal resources and manages the full sales pipeline to deliver exceptional experiences.
The ideal candidate has 5+ years of financial services sales, relevant licenses or exemptions, and strong CRM skills. Travel flexibility and office/home directions support a national footprint and growth
#J-18808-LjbffrRegional VP, Wealth Growth & Client Relationships in fort worth at Unknown Company
This position is listed as full time and onsite.