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Merceradvisors

Regional VP, Wealth Management Solutions

san francisco, CA

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Job description

Mercer Advisors in San Francisco, CA, seeks a Regional Vice President to build client relationships and drive wealth management solutions in a collaborative, client-focused environment.

You will manage the sales pipeline from start to finish, present tailored strategies, and leverage cross‑functional resources to help clients reach their financial goals. Requires 5+ years in financial services sales and relevant licenses.

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Worksite address

san francisco, CA, 94199, US

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