Regional Vice President, Community

Job overview

The Regional Vice President, Community role is onsite in Hartford, CT, with standard business hours Monday through Friday, 8 a.m. to 5 p.m.; occasional early or late hours may be needed. Compensation is not specified in the posting. Mercer Advisors helps families integrate financial planning, investment management, tax, estate, insurance, and related services. This role builds relationships with prospective wealth management clients, understands their needs, presents tailored solutions, and manages the sales pipeline from initial contact through conversion. It supports sales momentum and a client-focused experience.

What you'll do

• Engage prospective wealth management clients by Zoom, phone, or in person
• understand their needs and present tailored solutions
• use financial expertise and organizational resources to demonstrate value
• own and nurture the sales pipeline through conversion
• lead within a high-visibility, growing part of the organization.

What we're looking for

Skills & competencies

regional vice president

community

wealth management

financial services

client relationships

sales pipeline

investment management

mercer advisors

hartford ct

monday–friday

8 a.m.–5 p.m.

Work arrangement

• Weekend coverage required

Benefits & perks

• Company-paid basic life and AD&D
• short- and long-term disability
• medical, dental, and vision plans
• HSA with company contributions for eligible plans
• paid holidays
• paid time off
• paid parental leave
• adoption assistance
• 401(k) match
• employee financial planning
• and other listed benefits.

Why this role

The posting describes a comprehensive financial-services offering and an independent fiduciary model. The role may be based in a professional office or a dedicated home-office workspace.

About the employer

Mercer Advisors is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.