Regional VP, Wealth Growth & Client Impact

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

Benefits offered by this job

Life & AD&D Insurance

Disability Insurance

Medical Plans

HSA Contributions

Dental Plans

Vision Insurance

401(k) Plan

Paid Holidays

Paid Parental Leave

Adoption Assistance

Pet Insurance

Employee Assistance Program

Job summary

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

You will manage the full sales cycle, engage prospects via Zoom/phone/in person, and leverage firm resources to tailor advice to each client’s goals. The role requires 5+ years of financial services sales, relevant licenses, CRM experience, and a growth-oriented mindset.

Qualifications

• Bachelor’s degree or equivalent experience.
• 5+ years of successful sales experience in financial services.
• Series 65 or 66 license required or CFP/ChFC/PFS/CFA/CIC exemptions.
• CFP designation preferred.
• Experience using CRM systems (Salesforce preferred) and managing sales pipelines.
• Experience building relationships with potential clients.
• Self-motivated, growth-oriented mindset with drive.
• Deep understanding of financial services industry and investment management.
• Strong computer aptitude with MS Excel, Word, Outlook and PowerPoint.
• Travel flexibility.

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

CRM systems (Salesforce)

Pipeline management

Time management

MS Office proficiency

Self-motivated / coachable

Growth mindset

Strong financial services knowledge

Travel flexibility

Education

Bachelor’s degree or equivalent

Series 65 or 66 (or exemptions)

CFP designation preferred

Tools

Salesforce

Job description

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

You will manage the full sales cycle, engage prospects via Zoom/phone/in person, and leverage firm resources to tailor advice to each client’s goals. The role requires 5+ years of financial services sales, relevant licenses, CRM experience, and a growth-oriented mindset.