Regional VP, Wealth & Community Growth - Orange County
Merceradvisors
Merceradvisors is seeking a Regional Vice President in California to build relationships with clients and drive sales in wealth management. The ideal candidate will have a strong background in financial services, a passion for helping clients achieve their financial goals, and a CFP designation is preferred.
The role may involve engaging clients over various channels, owning the sales pipeline, and leveraging organizational resources for tailored solutions. Benefits include comprehensive health plans, generous paid time off, and a 401(k) plan.
#J-18808-LjbffrVacancy posted 2 hours ago
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