Regional VP, Wealth & Client Growth

Mercer Advisors Inc.; San Francisco (CA); On-site; USD 119,000 - 140,000; Full time

Benefits offered by this job

401(k) Retirement Plan

Paid time off

Life & AD&D Insurance

Disability Insurance

Parental Leave

Employee Assistance Plan

Job summary

Mercer Advisors Inc. in San Francisco is seeking a Regional Vice President to build relationships with clients and drive wealth-management solutions within a collaborative, client-focused environment.

The role requires managing the full sales pipeline, leveraging resources across Mercer, and traveling as needed to serve high-potential clients while delivering exceptional service and growth.

Qualifications

• Bachelor’s degree preferred or equivalent experience.
• 5+ years of successful sales experience in financial services
• Series 65 or 66 license required – unless exemption to the series 65 in applicable state(s)
• 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, 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 MS Excel, Word, Outlook and PowerPoint
• Flexibility to travel

Responsibilities

• Engage with potential wealth management clients over Zoom, phone, and 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

CRM systems

Sales pipeline management

Client relationship building

Time management

MS Excel

Strong communication

Willingness to travel

Self-motivated growth mindset

Education

Bachelor's degree

Series 65/66 license or exemption

CFP designation preferred

Tools

Salesforce

Job description

Mercer Advisors Inc. in San Francisco is seeking a Regional Vice President to build relationships with clients and drive wealth-management solutions within a collaborative, client-focused environment.

The role requires managing the full sales pipeline, leveraging resources across Mercer, and traveling as needed to serve high-potential clients while delivering exceptional service and growth.