Associate Vice President

Mercer Advisors

Associate Vice President supporting sales efforts by coordinating meetings and managing relationships. Driving sales momentum within a client-focused environment to support referral and direct sales efforts.

Posted 4/16/2026full-timeRemote • California • 🇺🇸 United StatesJuniorMid-Level💰 $85,000 - $100,000 per yearWebsite

About the role

Key responsibilities & impact

Coordinate and schedule meetings with prospects, clients, and internal teams.
Qualify and schedule Wealth Path and Custom Wealth referrals
Ensure timely follow-ups and confirmations.
Assist with lead generation and participate in Regional Sales Activities
Maintain regular communication with prospects to nurture relationships and move them through the sales pipeline.
Provide timely responses to inquiries and requests.
Work with prospects over Zoom, phone and/or in person
Monitor and manage the sales pipeline to ensure accurate forecasting and reporting.
Track progress and identify opportunities for improvement.
Take detailed meeting notes and update the CRM system with relevant information.
Ensure all client interactions and updates are accurately recorded.
Plan case preparation
Assist with planning and holding wholesale events in nearby centers
Assist with wholesaling sales emails
Coordinate the transition of new clients from the sales process to the onboarding team.
Ensure a smooth and efficient hand-off to maintain client satisfaction.
Plan and schedule events, including client meetings, webinars, and industry conferences.
Manage event logistics and ensure successful execution.

Requirements

What you’ll need

Bachelor's degree in Business, Marketing, or a related field.
At least 2 years of successful sales experience in the financial services industry
Proven experience in a sales support business development role.
Self-starter who thrives in a fast paced, high-volume sales environment
Series 65 or Series 66 license or on track to achieve same unless candidate holds one of the following credentials: 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.
Comprehensive industry and investment management knowledge
Experience using CRM systems (Salesforce preferred)
Strong computer aptitude with proficiency in MS Excel, Word, Outlook and PowerPoint
Flexibility to travel.

Benefits

Comp & perks

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 offerings including 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) to provide time for recovery, baby bonding, and enjoying your family time.
Adoption Assistance Reimbursement Program
Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
Pet Insurance

ATS Keywords

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Hard Skills & Tools

sales supportlead generationsales pipeline managementevent planningcase preparationclient onboardingCRM systemsfinancial services salesinvestment management knowledgesales forecasting

Soft Skills

communicationrelationship buildingorganizationself-startertime managementattention to detailproblem-solvingflexibilityteam collaborationcustomer satisfaction

Certifications

Bachelor's degreeSeries 65 licenseSeries 66 licenseCertified Financial Planner™ (CFP®)Chartered Financial Consultant (ChFC)Personal Financial Specialist (PFS)Chartered Financial Analyst (CFA)Chartered Investment Consultant (CIC)