Regional VP, Wealth & Client Growth Leader

Mercer Advisors; Scottsdale (AZ); On-site; USD 119,000 - 140,000; Full time

Benefits offered by this job

Company Paid Life Insurance

Disability Insurance

Paid Holidays

401(k) with company match

Paid Parental Leave

Employee Assistance Program

Job summary

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

You will engage prospects via Zoom, phone, and in person, delivering tailored advice and managing the full sales lifecycle across the organization. A bachelor’s degree plus 5+ years in financial services is expected; Series 65/66 or exemptions may apply, with CFP preferred.

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 by state.
• CFP designation preferred.
• CRM experience, especially Salesforce, and pipeline management.
• Strong time management and organizational skills.

Responsibilities

• Engage with potential wealth management clients via Zoom, phone, or in person.
• Present tailored Mercer value propositions to meet client goals.
• Own the sales pipeline from lead to closing and nurture relationships.
• Act as a self-motivated leader in a fast-growing, high-visibility team.

Skills

Sales experience

Financial services

CRM experience

Sales pipeline management

Self-motivation

Time management

Analytical thinking

MS Office proficiency

Travel willingness

Education

Bachelor’s degree preferred or equivalent experience

Series 65/66 license requirement or exemptions

CFP designation preferred

Tools

Salesforce

MS Excel

MS Word/Outlook/PowerPoint

Job description

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

You will engage prospects via Zoom, phone, and in person, delivering tailored advice and managing the full sales lifecycle across the organization. A bachelor’s degree plus 5+ years in financial services is expected; Series 65/66 or exemptions may apply, with CFP preferred.