Regional Vice President, Community

🔥 13 hours ago

🌵 Arizona – Remote

🌵 Arizona – Remote

💵 $119k - $140k / year

⏰ Full Time

🔴 Lead

👔 Vice President

👻 Ghost score 0%

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Mercer Advisors

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1985

🛡️ Insurance

💼 Consulting

💳 Fintech

Insurance • Consulting • Fintech

Mercer Advisors is a comprehensive financial advisory firm that focuses on simplifying and amplifying clients' financial lives. They offer a family office-style service, providing a unified team of financial planners, investors, accountants, and estate specialists who tailor financial plans to individual needs. With over 40 years of experience, the firm emphasizes personalized, fiduciary-focused service without compromising on institutional-grade portfolio management, making it accessible for families and individuals seeking to enhance their financial future.

📋 Description

• Engage with potential wealth management clients over Zoom, phone, and/or in person to understand their needs and explain how Mercer Advisors can help • Use financial expertise and organizational resources to create distinct value for each client • Present tailored wealth management solutions aligned with clients’ goals • Own the sales pipeline from start to finish • Convert and nurture potential clients while creating a best-in-class client experience • Act as a self-motivated leader within a fast-growing, high-visibility organization • 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 holding an exempting designation such as CFP®, ChFC, PFS, CFA, or CIC • CFP® designation preferred • Experience using CRM systems, preferably Salesforce, 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 the 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 • Availability Monday through Friday, 8AM to 5PM, with occasional early or late hours

🏖️ 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) • Adoption Assistance Reimbursement Program • Company Paid Concierge Services • 401(k) Retirement Plan with Traditional and Roth plans, per pay period match, and after-tax option • Pet Insurance • Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing • Incentive compensation eligibility • Basic technology needs provided for the position