Regional VP, Wealth & Client Growth

Mercer Advisors Inc.; Atlanta (GA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Paid time off

401(k) plan with match

Health insurance

Job summary

Mercer Advisors in Atlanta, GA is seeking a Regional Vice President to build client relationships and drive wealth-management sales in a collaborative, client-focused environment. You will engage prospects via Zoom, phone, or in person to tailor Mercer solutions and manage the full sales cycle.

You will leverage cross-team resources, present tailored plans, and pursue growth in a fast-growing business unit, with travel as needed and a focus on delivering exceptional client outcomes.

Qualifications

• Bachelor's degree or equivalent experience.
• 5+ years of successful sales experience in financial services.
• Series 65 or 66 required unless exempt by CFP/ChFC/PFS/CFA/CIC.
• CFP designation preferred.
• Experience using CRM systems (Salesforce preferred) and managing pipelines.
• Experience building relationships with and understanding client needs.
• Self-motivated, growth mindset, and drive.
• Deep understanding of financial services and investment management.
• Proficient in MS Excel, Word, Outlook and PowerPoint.
• Willingness 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 relationship building

Growth mindset

Time management

Self-motivated

Strong financial services knowledge

Education

Bachelor's degree or equivalent

Licensing: Series 65/66 or CFP exemption

Tools

Salesforce

Job description

Mercer Advisors in Atlanta, GA is seeking a Regional Vice President to build client relationships and drive wealth-management sales in a collaborative, client-focused environment. You will engage prospects via Zoom, phone, or in person to tailor Mercer solutions and manage the full sales cycle.

You will leverage cross-team resources, present tailored plans, and pursue growth in a fast-growing business unit, with travel as needed and a focus on delivering exceptional client outcomes.