Regional VP, Wealth Management Growth

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

Benefits offered by this job

Health insurance

401(k) retirement plan with match

Paid holidays

Generous paid time off

Parental leave

Job summary

Mercer Advisors is seeking a Regional Vice President in the Scottsdale area to build client relationships and drive wealth-management sales. You will leverage internal resources to craft tailored client solutions, manage the full sales pipeline, and lead initiatives in a fast-growing team.

Requirements include 5+ years in financial services sales, Series 65/66 (or exemptions), and a CFP designation is preferred. Travel flexibility and strong CRM proficiency are expected.

Qualifications

• Bachelor’s degree preferred or equivalent experience.
• 5+ years of successful sales experience in financial services
• Series 65 or 66 license required – unless exempted by state designations
• CFP® designation preferred
• Experience using CRM systems (Salesforce preferred) and managing sales pipelines
• Experience building relationships with prospective clients
• Self-motivated, growth-oriented mindset with drive
• Deep understanding of financial services and investment management
• Strong time management and organizational skills
• Proficiency in MS Excel, Word, Outlook and PowerPoint

Responsibilities

• Engage with potential wealth management clients over Zoom, phone, and/or in person to understand their needs and share Mercer’s solutions
• Draw on financial expertise and organizational resources to create value and tailor client views
• Own your sales pipeline from start to finish, converting and nurturing potential clients
• Act as a self-motivated leader in a fast-growing, high-visibility part of the organization

Skills

Client relationship building

Sales experience in financial services

CRM experience (Salesforce)

Strategic prospecting

Self-motivated with growth mindset

Education

Bachelor’s degree or equivalent experience

Series 65 or 66 license (or exemptions)

CFP designation preferred

Tools

Salesforce CRM

Job description

Mercer Advisors is seeking a Regional Vice President in the Scottsdale area to build client relationships and drive wealth-management sales. You will leverage internal resources to craft tailored client solutions, manage the full sales pipeline, and lead initiatives in a fast-growing team.

Requirements include 5+ years in financial services sales, Series 65/66 (or exemptions), and a CFP designation is preferred. Travel flexibility and strong CRM proficiency are expected.