Regional VP, Wealth Growth & Client Relationships

Mercer Advisors Inc.; Fort Worth (TX); On-site; USD 130,000 - 140,000; Full time

Benefits offered by this job

401(k) Plan with match

Paid holidays

Health insurance

Paid parental leave

Employee assistance program

Job summary

Mercer Advisors is seeking a Regional Vice President, Community in the Dallas, TX area to lead client relationships and drive wealth management sales. This role builds a tailored client view using internal resources and manages the full sales pipeline to deliver exceptional experiences.

The ideal candidate has 5+ years of financial services sales, relevant licenses or exemptions, and strong CRM skills. Travel flexibility and office/home directions support a national footprint and growth

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 exempted by CFP, ChFC, PFS, CFA or CIC designations.
• 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.
• Deep understanding of financial services industry and investment management.
• 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 and resources to create value for each client and present a tailored view of how Mercer can help achieve goals.
• Own your sales pipeline from start to finish, converting and nurturing potential clients to create a best-in-class experience.
• 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

CRM experience

Relationship building

Self-motivated

Growth mindset

Time management

MS Office

Education

Bachelor’s degree or equivalent experience

Tools

Salesforce

Job description

Mercer Advisors is seeking a Regional Vice President, Community in the Dallas, TX area to lead client relationships and drive wealth management sales. This role builds a tailored client view using internal resources and manages the full sales pipeline to deliver exceptional experiences.

The ideal candidate has 5+ years of financial services sales, relevant licenses or exemptions, and strong CRM skills. Travel flexibility and office/home directions support a national footprint and growth