Regional VP, Wealth Management Solutions

Merceradvisors; San Francisco (CA); Hybrid; USD 128,000 - 150,000; Full time

Benefits offered by this job

Company Paid Life Insurance

Disability Insurance

Medical plans (Cigna/ Kaiser)

HSA with company contributions

Dental plans

Vision Insurance

401(k) with company match

Paid Holidays

Paid time off

Parental leave

Job summary

Mercer Advisors in San Francisco, CA, seeks a Regional Vice President to build client relationships and drive wealth management solutions in a collaborative, client-focused environment.

You will manage the sales pipeline from start to finish, present tailored strategies, and leverage cross‑functional resources to help clients reach their financial goals. Requires 5+ years in financial services sales and relevant licenses.

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 exemption to the series 65 in applicable state(s) via 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 the financial services industry and investment management
• Strong time management and organizational skills; flexible 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 and tailored client views
• Own your sales pipeline from start to finish, converting and nurturing potential clients
• Act as a self-motivated leader within a fast-growing, high-visibility arm of the organization

Skills

Client relationship building

Sales

Financial services

CRM (Salesforce)

Licensing (Series 65/66)

CFP designation

Self-motivated

MS Excel

Education

Bachelor’s degree or equivalent experience

Tools

Salesforce

Job description

Mercer Advisors in San Francisco, CA, seeks a Regional Vice President to build client relationships and drive wealth management solutions in a collaborative, client-focused environment.

You will manage the sales pipeline from start to finish, present tailored strategies, and leverage cross‑functional resources to help clients reach their financial goals. Requires 5+ years in financial services sales and relevant licenses.