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Mercer Advisors

Regional Vice President, Community (Hartford, CT and Upstate, NY)

Mercer Advisors · Connecticut; New York

Posted about 3 months ago

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

Is this posting real?

This role has been open
82 days
Mercer Advisors's roles stay open a median of 82 days
Reposted
No
Salary listed
No
0% of Mercer Advisors's roles list one
Ghost-job risk at Mercer Advisors
high
104 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
2026-10-25

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 start to finish, engaging with clients through various communication channels, and contributing to a collaborative, client-focused environment.

Our read on this posting2.8out of 5
benefits
5/5
freshness
1/5
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 designation)
  • Experience using CRM systems (Salesforce preferred)
  • Experience building relationships with potential clients
  • Self-motivated and highly coachable attitude

Nice to have

  • CFP® (Certified Financial Planning) designation preferred

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 requires flexibility in work hours and potential travel
  • Sales role may involve high-pressure environments due to sales targets

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

Listed by Mercer Advisors on their greenhouse job board, last confirmed open on 2026-10-25. PitchMeAI is not the employer.

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