Regional Vice President, Community (Orange County, CA)
About the role
Why Work at Mercer Advisors?
For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.
Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.
Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.
Join us and help families amplify and simplify their financial lives with confidence.
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® (Certified Financial Planning) designation preferred.
- Experience using CRM systems (Salesforce preferred) and managing sales pipelines