Regional VP, Wealth Management Growth Leader

Mercer Advisors Inc.; Charlotte (NC); On-site; USD 130,000 - 140,000; Full time

Benefits offered by this job

Health insurance

401(k) with match

Paid holidays

Paid parental leave

Adoption assistance

Concierge services

Job summary

Mercer Advisors is seeking a Regional Vice President who will build relationships with clients and drive wealth-management sales in a collaborative, client-first environment.

You will manage a full sales cycle, engage with prospects via Zoom, phone, and in-person meetings, and coordinate with teams to tailor solutions. A Series 65/66 or CFP designation and 5+ years of financial services sales are preferred, with travel as needed.

Qualifications

• Bachelor’s degree or equivalent experience in financial services.
• 5+ years of successful sales experience in financial services.
• Series 65 or Series 66 license required unless CFP/ChFC/PFS/CFA/CIC exemption.
• CFP designation preferred.
• Experience with CRM systems, preferably Salesforce.
• Willingness to travel.

Responsibilities

• Engage with potential wealth management clients via Zoom, phone, or in person.
• Leverage internal resources to tailor client solutions and goals.
• Own the sales pipeline from start to finish and convert prospects.
• Lead with a growth mindset in a fast-growing regional team.

Skills

Sales experience

CRM (Salesforce)

Series 65/66

CFP designation

Financial planning knowledge

Travel flexibility

Education

Bachelor’s degree or equivalent experience

Tools

Salesforce

Job description

Mercer Advisors is seeking a Regional Vice President who will build relationships with clients and drive wealth-management sales in a collaborative, client-first environment.

You will manage a full sales cycle, engage with prospects via Zoom, phone, and in-person meetings, and coordinate with teams to tailor solutions. A Series 65/66 or CFP designation and 5+ years of financial services sales are preferred, with travel as needed.