Regional VP, Wealth Management Growth

Mercer Advisors; Washington (District of Columbia); On-site; USD 119,000 - 140,000; Full time

Benefits offered by this job

Health insurance

401(k) plan with match

Paid time off

Parental Leave

Dental plans

Vision insurance

Life insurance

Employee Assistance Program

HSA contributions

Job summary

Mercer Advisors, based in the United States, seeks a Regional Vice President to build relationships with clients and deliver tailored wealth management solutions. You will manage the full sales pipeline, collaborate across teams, and drive growth in a client-focused environment.

The role requires liquidity in high-energy settings, strong financial services knowledge, and a Series 65/66 (or exemptions) plus CFP designation preferred. Travel is required as needed.

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 exempt 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, coachable with a growth mindset
• Deep understanding of financial services industry and investment management
• Passion for helping clients achieve goals
• Proven time management and organizational skills in high-volume environments
• Strong computer aptitude 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 and organizational resources to create value for each client and present a tailored view of Mercer 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

CRM proficiency

Licensing (Series 65/66)

Client relationship building

Financial services knowledge

Time management

Analytical mindset

Microsoft Office

Education

Bachelor’s degree or equivalent experience

Tools

Salesforce

Job description

Mercer Advisors, based in the United States, seeks a Regional Vice President to build relationships with clients and deliver tailored wealth management solutions. You will manage the full sales pipeline, collaborate across teams, and drive growth in a client-focused environment.

The role requires liquidity in high-energy settings, strong financial services knowledge, and a Series 65/66 (or exemptions) plus CFP designation preferred. Travel is required as needed.