Regional Vice President, Community (Charlotte)
About The Position
Mercer Advisors is a leading independent advisory firm with over 40 years of experience helping families manage their financial lives. We offer comprehensive services including financial planning, investment management, tax, estate planning, and insurance, all delivered by a unified team. Our firm is recognized for its client-focused approach and commitment to acting as a fiduciary. Mercer Advisors is committed to diversity, with over half of our employees and client-facing professionals being women. We offer a flexible, national presence and build teams based on exceptional talent. Join us in helping families achieve financial confidence.
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 a qualifying designation (CFP®, ChFC, PFS, CFA, or CIC) that exempts you.
- 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.
Nice To Haves
- CFP® (Certified Financial Planning) designation preferred.
Responsibilities
- Build relationships with clients and help them find wealth management solutions.
- Drive 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 and organizational resources to create distinct value for each client and present a tailored view of how Mercer can help achieve their goals.
- Own the sales pipeline from start to finish, converting and nurturing potential clients to create a best-in-class experience.
- Act as a self-motivated leader within a fast-growing, high-visibility arm of the organization and leverage opportunities for personal growth.
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 both Traditional and Roth plans with per pay period match as well as an after-tax option
- Pet Insurance
- Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
Associate degree
