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About the Role

The Regional Vice President will build relationships with clients and help them find a wealth management solution for their needs, driving sales momentum within a collaborative, client-focused environment.

Responsibilities

• Engage with potential wealth management clients over Zoom, phone, and/or in person to understand their needs and share how Mercer can help
• Draw on financial expertise as well as resources across the organization to create distinct value for each client and present a tailored view of how Mercer can help achieve their goals
• Own your sales pipeline from start to finish, converting and nurturing potential clients to create a best-in-class experience for every potential client
• Act as a self-motivated leader within a fast-growing, high-visibility arm of the organization and leverage opportunities for personal growth

Requirements

• Bachelor’s degree preferred or equivalent experience
• 5+ years of successful sales experience in financial services
• Series 65 or Series 66 license required – unless you hold one of the following designations and it qualifies for an exemption to the series 65 in the applicable state(s): Certified Financial Planner™ (CFP®), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC)
• CFP® (Certified Financial Planning) designation preferred
• Experience using CRM systems (Salesforce preferred) and managing sales pipelines
• Experience building relationships with and understanding the needs of potential clients
• Self-motivated, highly coachable attitude with a growth-oriented mindset and drive
• Deep understanding of financial services industry and investment management
• Passion for helping clients achieve their financial goals
• Proven time management and organizational skills in high-volume, high-energy environments
• Strong computer aptitude with proficiency in MS Excel, Word, Outlook and PowerPoint
• Flexibility to travel

Skills

• Sales
• Financial Services
• Wealth Management
• Client Relationship Management
• CRM Systems
• Sales Pipeline Management
• Financial Planning
• Investment Management
• Time Management
• Organizational Skills
• MS Excel
• MS Word
• MS Outlook
• MS PowerPoint

Location

• Remote
• Hybrid

Work Type

• Full-time

Experience Level

• 5+ years

Education Level

• Bachelor's degree preferred or equivalent experience

Salary/Compensations

• $127,500—$150,000 USD
• Incentive compensation

Benefits

• 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
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account for child and dependent care
• 14 Company Paid Holidays including a full week off at Thanksgiving
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan
• Family Medical Leave
• Paid Parental Leave (8 weeks)
• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks)
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services for you and your loved ones
• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
• Pet Insurance
• Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

About the Company

• For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team.
• We deliver the kind of comprehensive care once reserved for only the wealthiest households.
• Today, we serve over 42,800+ families across 110+ cities across the U.S.
• Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.
• Mercer Advisors offers a workplace that stands apart in the financial industry.
• More than half of our employees and client-facing professionals are women, reflecting the clients we serve.
• With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.
• Join us and help families amplify and simplify their financial lives with confidence.

Equal Opportunity

• Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law.
• Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.