Regional VP, Wealth Management Growth

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

Benefits offered by this job

Health benefits

401(k) match

Paid holidays & PTO

Job summary

Mercer Advisors is seeking a Regional Vice President to build client relationships and drive wealth management solutions in a collaborative, client-focused environment. You will identify needs, present tailored Mercer solutions, and own the sales pipeline from prospecting to conversion.

The role requires 5+ years of financial services sales, relevant licenses or CFP designation, and strong CRM and relationship-building skills. Travel flexibility and a drive for growth are essential.

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 you hold one of the following designations and it qualifies for an exemption to the series 65 in the applicable state(s): 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, highly coachable attitude with a growth-oriented mindset and drive
• Deep understanding of financial services industry and investment management
• Passion for helping clients achieve their financial goals
• Proven time management and organizational skills in high-volume, high-energy environments
• Strong computer aptitude with proficiency in 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 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

CRM proficiency

Relationship building

Time management

Self-motivated

Education

Bachelor’s degree or equivalent experience

Series 65 or 66 license (or CFP/ChFC/PFS/CFA/CIC exemption)

CFP designation preferred

Tools

Salesforce

Job description

Mercer Advisors is seeking a Regional Vice President to build client relationships and drive wealth management solutions in a collaborative, client-focused environment. You will identify needs, present tailored Mercer solutions, and own the sales pipeline from prospecting to conversion.

The role requires 5+ years of financial services sales, relevant licenses or CFP designation, and strong CRM and relationship-building skills. Travel flexibility and a drive for growth are essential.