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Regional Vice President of Community Engagement - Orange County, CA

Mercer AdvisorsCaliforniaNew
On-site Full-time $119K/yr - $140K/yr

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Essential Job Functions:Engage with potential wealth management clients through virtual meetings, phone calls, and in-person interactions to assess their needs and demonstrate how Mercer Advisors can assist. Utilize financial expertise and resources to develop tailored wealth management strategies that resonate with clients.

About the job

Mercer Advisors has built a reputation over more than forty years for helping families manage and improve their financial well-being. The firm brings together financial planning, investment management, tax strategies, estate planning, insurance, and related services, all delivered through a collaborative team approach. Mercer Advisors currently supports over 31,300 families in more than 90 cities across the United States.

As an independent national fiduciary, the firm is committed to putting clients' interests first. Barron’s recognized Mercer Advisors as the #1 Registered Investment Advisor (RIA) among firms managing up to $70 billion, evaluating factors such as firm size, growth, service quality, technology, and succession planning. Mercer Advisors did not pay to participate in the ranking, although it has compensated Barron’s for marketing use. Details about the ranking criteria can be found here.

Workplace and Culture

Mercer Advisors distinguishes itself in the financial sector with a unique work environment. Half of the workforce and client-facing teams are women, reflecting a strong commitment to diversity. The company attracts talent nationwide, offers flexible work arrangements, and operates without a formal headquarters. This structure allows Mercer Advisors to build a skilled and collaborative team.

What Sets Mercer Advisors Apart

Team members at Mercer Advisors focus on making a genuine impact in the financial lives of families across the country. The culture emphasizes meaningful work, diversity, and flexibility, all within a nationally recognized, client-centered organization.

About Mercer Advisors

Mercer Advisors is a leading financial services firm with an emphasis on comprehensive financial planning and investment management, actively working to improve the financial well-being of families across the United States.

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