Regional VP, Wealth Management Growth

Mercer Advisors; Columbus (OH); On-site; USD 119,000 - 140,000; Full time

Benefits offered by this job

Health insurance

401(k) matching

Paid holidays

Parental leave

Job summary

Mercer Advisors seeks an experienced 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, or in person, leveraging cross-organization resources to deliver tailored financial strategies and maintain a robust sales pipeline. Travel and leadership growth are integral parts of the role.

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.
• 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, growth-oriented mindset with strong time management.

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 Mercer’s solutions.
• Own your sales pipeline from start to finish, converting and nurturing potential clients for a best-in-class experience.
• Act as a self-motivated leader within a fast-growing, high-visibility arm of the organization and leverage growth opportunities.

Skills

Sales experience

Client relationship building

Financial services knowledge

CRM experience

Education

Bachelor's degree or equivalent experience

Series 65/66 license or equivalent

Tools

Salesforce

Job description

Mercer Advisors seeks an experienced 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, or in person, leveraging cross-organization resources to deliver tailored financial strategies and maintain a robust sales pipeline. Travel and leadership growth are integral parts of the role.