Regional Vice President – Community
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Regional Vice President building client relationships and driving sales within a collaborative environment at Mercer Advisors. Focused on financial management solutions for client needs.
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 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
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 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
Similar Jobs
Community Engagement and Communication Officer
Community Engagement Officer facilitating capacity building and supporting communication efforts. Engaging with multiple networks and conducting administrative tasks to enhance community involvement.
Senior Advisor, Community Development
Senior Advisor consulting on affordable housing strategies for low-income families with ICF. Supporting technical assistance and training for stakeholders in the U.S. housing sector.
Community Development Consultant
Community Development Consultant supporting U.S. Department of Housing and Urban Development initiatives. Focused on delivering training and assistance on economic opportunity programs.
Community Strategist
Community Strategist working with Mighty Pro customers to create engaging community experiences for successful outcomes. Leading workshops and co-creating strategies while driving member engagement and retention.
Community Management, Communication, SEO
Intern in digital communication and social media at Editions La Girouette. Participating in social media visibility strategies and SEO improvements.
Community Coordinator
Community Coordinator at Biom managing creator gifting and engagement across social media platforms. Building relationships and supporting community engagement initiatives in a remote capacity.
Community Engagement Specialist – Contract
Community Engagement Specialist engaging on Reddit to provide helpful responses for Study.com. Monitor discussions, respond to inquiries, and build a trusted presence across subreddits.
Community Manager
Community Manager overseeing ongoing community management for multiple Mighty Pro Hosts. Ensuring smooth operation and growth through valuable experiences and engagement.
Community Engagement Manager
Community Engagement Manager at Lime, developing strategies and partnerships in Vancouver's Lower Mainland communities. Lead efforts in public engagement and project management.
Community & Creator Programs Lead
Community & Creator Programs Lead managing and scaling Firecrawl's community programs. Building relationships with developers and influencers to drive growth.
Senior Community Engagement Manager
Senior Community Engagement Manager leading outreach and training efforts for Velsera platforms in the research community. Facilitating workshops and engaging researchers for user success.
Community Programs Manager
Community Programs Manager creating community engagement strategies for Cribl products. Fostering user interactions and driving product adoption through events and initiatives for diverse audiences.
Principal Grant Specialist – Brownfields & Community Revitalization
Remote Principal Grant Specialist at Montrose providing expertise in brownfield redevelopment and grant management. Leading initiatives across the Southeastern U.S. with flexible scheduling.
Community Moderator – Malayalam
Community Moderator responsible for audio & video conversations integrity, ensuring compliance with guidelines. Engage with users to promote a safe and positive environment on the platform.
Community Guide
Community Guide responsible for driving revenue and market share for Zippy's portfolio of partners. Building long-term relationships to enhance loan applications and funded loans.
Community Engagement Manager
Manager, Community Engagement at Care Access leading strategy and operations to advance study recruitment. Coaching and managing Community Engagement Partners while ensuring equitable community outcomes.
Community Experience Coordinator
Community Experience Coordinator at Statusphere managing creator relationships through thoughtful gifting experiences. Supporting creator engagement and brand loyalty initiatives within an influencer marketing tech platform.
Community Manager
Community Manager engaging with players across Reddit and Discord for Ruby Labs. Responsible for managing online discussions and building community relationships.
Community Manager
Chillitas Community Manager managing brand voice across social platforms for a fruit-forward beverage. Engaging with Latino/Mexican-American cultures and trends to build community.
Community Marketing Manager
Community Marketing Manager connecting community strategy with developer engagement and managing programs for growth. Working closely with marketing teams while traveling to events and running meetups.