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Job description
Job Summary
The Regional Vice President will build relationships with clients and help them find a wealth management solution for their needs, driving sales momentum within a collaborative, client-focused environment.
Essential Job Functions For This Role Include
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
Requirements
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): Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (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
Work Schedule
This professional role requires availability during standard business hours of Monday through Friday from 8 AM to 5 PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.
Working Conditions
This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether the position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. The role involves typical sitting and standing activities.
Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through Mercer Advisors’ incentive compensation programs.
Base Pay Range
$100,000 - $150,000 USD
Benefits
Company Paid Basic Life & AD&D Insurance
Company Paid Short-Term and Long-Term Disability Insurance
Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
Three Cigna medical plans offering two High Deductible Health Plans and a Traditional Co-Pay medical plan
Kaiser Medical plans available in California
Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan
Two comprehensive Dental Plans
Vision Insurance Plan
Dependent Care Savings Account for child and dependent care
14 Company Paid Holidays including a full week off at Thanksgiving
Generous paid time off program for vacation and sick days
Employee Assistance Plan
Family Medical Leave
Paid Parental Leave (8 weeks)
Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks)
Adoption Assistance Reimbursement Program
Company Paid Concierge Services for you and your loved ones
401(k) Retirement Plan with both Traditional and Roth plans with per pay period match and after‑tax option
Pet Insurance
Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing
Equal Opportunity Employer
Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E‑Verify and complies with federal employment eligibility verification requirements.
Accommodation Requests
If you need an accommodation during the application or hiring process, please email This inbox is for accommodation requests only.
Legal Notices
For more information about our applicant rights, required employment notices, E‑Verify participation, and state‑specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, see more about our California Consumer Privacy Policy.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.