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Mercer Advisors

Regional Vice President, Channel (Washington D.C. / McLean, VA)

Mercer Advisors · Virginia; Washington DC

Posted 13 days ago

or apply directly on Mercer Advisors's site. We never take the application ourselves.

Is this posting real?

This role has been open
13 days
Mercer Advisors's roles stay open a median of 45 days
Reposted
No
Salary listed
No
0% of Mercer Advisors's roles list one
Ghost-job risk at Mercer Advisors
high
52 stale, 5 reposted of 104 open
Hiring momentum
167 roles opened in the last 90 days
↑ up vs. the prior 90 days
Last confirmed on the employer's board
2026-09-17

Measured from postings appearing on and disappearing from Mercer Advisors's own greenhouse board since 2026-08-03. Full hiring picture for Mercer Advisors.

About this role

The Regional Vice President will focus on building relationships with potential wealth management clients, utilizing financial expertise to tailor solutions that meet their needs. This role involves managing a sales pipeline from initial contact through to conversion, while collaborating within a client-focused team environment. The position requires self-motivation and offers opportunities for personal growth within a high-visibility segment of the organization.

Our read on this posting3.4out of 5
benefits
5/5
freshness
4/5
career value
4/5
role clarity
4/5
pay transparency
0/5

Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of Mercer Advisors as an employer.

What you need

  • Bachelor’s degree preferred or equivalent experience
  • 5+ years of successful sales experience in financial services
  • Series 65 or Series 66 license required (or qualifying designations)
  • Experience using CRM systems (Salesforce preferred)
  • Experience building relationships with potential clients
  • Deep understanding of financial services industry and investment management

Nice to have

  • CFP® (Certified Financial Planning) designation preferred
  • Self-motivated, highly coachable attitude with a growth-oriented mindset and drive
  • Proven time management and organizational skills in high-volume, high-energy environments

What you get

  • Company Paid Basic Life & AD&D Insurance
  • Company Paid Short-Term and Long-Term Disability Insurance
  • Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
  • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan
  • Kaiser Medical plans available in California
  • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan

Worth weighing

  • No specific salary details beyond a range provided
  • Role involves high visibility and may require flexibility in hours
  • Position may be remote or in-office, depending on the candidate's situation

Summarised from Mercer Advisors's posting. Read the full original.

Listed by Mercer Advisors on their greenhouse job board, last confirmed open on 2026-09-17. PitchMeAI is not the employer.

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