
Regional Vice President (Remote - US) at Jobgether. This position is posted by Jobgether on behalf of Mercer Advisors. We are currently looking for a Regional Vice President in United States.. As a key figure in the client acquisition strategy, this role offers the opportunity to connect with high-net-worth individuals and guide them through tailored wealth management solutions. You’ll own the entire sales cycle—from initial engagement to final conversion—while collaborating with a diverse team of financial professionals. The position combines autonomy with structured support, making it ideal for driven individuals passionate about client outcomes. If you're an experienced sales leader in financial services looking for a high-impact, client-facing opportunity, this role is designed for you.. Accountabilities:. . Engage directly with prospective clients via phone, Zoom, or in-person to understand financial needs and demonstrate tailored solutions.. . Build and manage a dynamic sales pipeline, from initial contact to client onboarding.. . Collaborate with internal specialists to deliver comprehensive wealth management strategies.. . Serve as a trusted financial guide, providing exceptional service and relationship management.. . Act as a leader within a fast-growing, results-driven team, contributing to process improvements and sales strategies.. . Continuously refine your approach through feedback, coaching, and data insights.. . . Bachelor’s degree preferred, or equivalent experience.. . 5+ years of successful sales experience within the financial services industry.. . Series 65 or 66 license required, or qualifying professional designation (e.g., CFP®, CFA, ChFC).. . Strong CRM skills (Salesforce preferred) and sales pipeline management experience.. . Proven ability to build trust-based client relationships and uncover financial needs.. . A self-motivated, coachable mindset with a passion for financial advising.. . Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook).. . Excellent organizational and time management skills in high-volume environments.. . Willingness to travel as needed.. . Company Location: United States.