Mercer Advisors

Regional Vice President, Community

Mercer Advisors

full-time

Posted on:

Origin:  • 🇺🇸 United States

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Job Level

Lead

About the role

  • The Regional Vice President II 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.
  • 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® (Certified Financial Planning) 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