Regional Vice President, Community (San Francisco, CA)

Mercer Advisors • San Francisco, CA

40d • Hybrid

About The Position

Mercer Advisors is a leading independent advisory firm with over 40 years of experience in integrating financial planning, investment management, business management, tax, estate, and insurance services. We provide comprehensive financial care to over 42,800+ families across 110+ cities in the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors operates as an independent fiduciary, legally bound to act in our clients’ best interests. We foster a diverse and inclusive workplace, with more than half of our employees and client-facing professionals being women. Our flexible, national footprint allows us to build teams around exceptional talent, wherever they may be. Join us in helping families amplify and simplify their financial lives with confidence. The Regional Vice President will be responsible for building relationships with clients, offering wealth management solutions, and driving sales momentum in a collaborative, client-focused environment.

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).
• 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

• 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.

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
• Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Associate degree