Regional VP - Wealth Management Growth Leader

Mercer Advisors Inc.; Columbus (OH); On-site; USD 119,000 - 140,000; Full time

Benefits offered by this job

Medical plans

Dental plans

Vision insurance

401(k) with company match

Paid holidays

Paid parental leave

Life Insurance

Job summary

Mercer Advisors is seeking a Regional Vice President to build relationships with clients and help them find wealth management solutions in a client-focused team. This role drives sales momentum and coordinates across the organization to deliver tailored financial strategies.

You will engage prospects via Zoom, phone, and in person, manage a full sales cycle, and lead collaboration to create value for clients while pursuing growth opportunities.

Qualifications

• Bachelor’s degree 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.
• Experience using CRM systems (Salesforce preferred) and managing sales pipelines.
• Experience building relationships with and understanding the needs of potential clients.

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 experience

Relationship building

Communication skills

Financial services knowledge

Education

Bachelor’s degree or equivalent experience

Tools

Salesforce

Job description

Mercer Advisors is seeking a Regional Vice President to build relationships with clients and help them find wealth management solutions in a client-focused team. This role drives sales momentum and coordinates across the organization to deliver tailored financial strategies.

You will engage prospects via Zoom, phone, and in person, manage a full sales cycle, and lead collaboration to create value for clients while pursuing growth opportunities.