Regional VP, Wealth Management & Growth

Mercer Advisors Inc.; Dallas (TX); Híbrido; USD 130 000 - 140 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health insurance

401(k) retirement plan

Paid holidays

Paid time off

Parental leave

Adoption assistance

Life insurance

Resumo da oferta

Mercer Advisors is seeking a Regional Vice President to build relationships with clients and guide them to wealth management solutions within a collaborative, client-focused environment. You will engage with potential clients via Zoom, phone, or in person, leverage our resources to create tailored value, and own the sales pipeline from start to finish.

The role requires a bachelor’s degree (or equivalent), 5+ years in financial services sales, Series 65/66 or CFP designations, CRM experience,

Qualificações

• Bachelor’s degree preferred or equivalent experience.
• 5+ years of sales experience in financial services.
• Series 65 or Series 66 license required – unless exempt to the series 65.
• CFP designation preferred.
• Experience using CRM systems (Salesforce preferred) and managing sales pipelines.
• Self-motivated with growth mindset and drive.
• Deep understanding of financial services industry and investment management.
• Strong time management and organizational skills; MS Office proficiency.
• Willingness to travel.

Responsabilidades

• Engage with potential wealth management clients via Zoom, phone, and/or in person.
• Draw on financial expertise and organization resources to create tailored value for each client.
• Own your sales pipeline from start to finish, nurturing potential clients.

Conhecimentos

Sales experience

Financial services

CRM Salesforce

Relationship building

Series 65/66 license

CFP designation

MS Office

Travel flexibility

Formação académica

Bachelor’s degree or equivalent

Ferramentas

Salesforce

Descrição da oferta de emprego

Mercer Advisors is seeking a Regional Vice President to build relationships with clients and guide them to wealth management solutions within a collaborative, client-focused environment. You will engage with potential clients via Zoom, phone, or in person, leverage our resources to create tailored value, and own the sales pipeline from start to finish.

The role requires a bachelor’s degree (or equivalent), 5+ years in financial services sales, Series 65/66 or CFP designations, CRM experience,