Regional VP, Community Wealth Advisory

Mercer Advisors Inc.; United States; Hybrid; USD 119,000 - 140,000; Full time

Benefits offered by this job

Health Insurance

401(k) with match

Paid Holidays

Parental Leave

Dental & Vision

Job summary

Mercer Advisors is seeking a Regional Vice President to build client relationships and drive wealth management solutions, generating sales momentum in a collaborative, client-focused setting.

You will engage prospective clients via Zoom, phone, or in person, leveraging cross-functional resources to present tailored strategies and manage a full sales pipeline for optimal client outcomes.

Qualifications

• Bachelor’s degree preferred or equivalent experience.
• 5+ years of successful sales experience in financial services.
• Series 65 or Series 66 license required – unless exempt.
• CFP® 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, growth-oriented mindset and drive.
• Proven time management and organizational skills in high-volume environments.
• Strong computer aptitude with MS Excel, Word, Outlook and PowerPoint.
• Flexibility to travel.

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.

Skills

Sales experience

Client relationships

Time management

Travel flexibility

CRM systems

MS Office

Financial services knowledge

Education

Bachelor's degree or equivalent experience

Tools

Series 65/66 license

Salesforce

MS Office

Job description

Mercer Advisors is seeking a Regional Vice President to build client relationships and drive wealth management solutions, generating sales momentum in a collaborative, client-focused setting.

You will engage prospective clients via Zoom, phone, or in person, leveraging cross-functional resources to present tailored strategies and manage a full sales pipeline for optimal client outcomes.