Regional Vice President (Chicago, IL)

Mercer Advisors•Schaumburg, IL

7d•$130,000 - $140,000

About The Position

The Regional Vice President builds relationships with potential wealth management clients and helps them identify solutions suited to their needs, driving sales momentum in a collaborative, client-focused environment. The role involves engaging with prospects by Zoom, phone, and/or in person; drawing on financial expertise and organizational resources to create client-specific value; and presenting tailored ways Mercer Advisors can help clients achieve their goals. The Regional Vice President owns the sales pipeline from initial engagement through conversion and ongoing nurturing, while working as a self-motivated leader in a fast-growing, high-visibility part of the organization. The position requires availability during standard business hours, Monday through Friday, 8 a.m. to 5 p.m. Early or late hours may sometimes be needed to meet business tasks and internal or external client deadlines. The work may be performed in a professional office or a dedicated, interruption-free home office. Basic technology is provided. The role routinely involves sitting and standing for periods of time and requires flexibility to travel. Base pay before sales incentives is $130,000–$140,000. The position is also eligible for incentive compensation, including sales commissions. Actual base pay depends on factors such as location, experience, education, skills, and licenses or certifications.

Requirements

At least 5 years of successful sales experience in financial services.
Series 65 or Series 66 license, unless holding a qualifying designation that exempts the holder from the Series 65 in the applicable state(s): CFP®, ChFC, PFS, CFA, or CIC.
Experience using CRM systems and managing sales pipelines; Salesforce is preferred.
Experience building relationships with potential clients and understanding their needs.
Self-motivated, highly coachable, growth-oriented attitude 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 and proficiency in MS Excel, Word, Outlook, and PowerPoint.
Flexibility to travel.

Nice To Haves

Bachelor’s degree or equivalent experience; a bachelor’s degree is preferred.
CFP® (Certified Financial Planner) designation preferred.
Experience with Salesforce preferred.

Responsibilities

Engage with potential wealth management clients by 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 and present tailored ways to help them achieve their goals.
Own the sales pipeline from start to finish, converting and nurturing potential clients and providing a high-quality prospective-client experience.
Act as a self-motivated leader in a fast-growing, high-visibility part of the organization and pursue opportunities for personal growth.

Benefits

Company-paid basic life and AD&D insurance.
Company-paid short-term and long-term disability insurance.
Supplemental life and AD&D, short-term disability, accident, critical illness, and hospital indemnity insurance.
Three Cigna medical plan options, including two high-deductible health plans and a traditional co-pay plan; Kaiser medical plans are available in California.
Health Savings Account with company contributions for employees enrolled in either high-deductible health plan.
Two comprehensive dental plans.
Vision insurance.
Dependent Care Savings Account for child and dependent care.
14 company-paid holidays, including a full week off at Thanksgiving.
Paid time off for vacation and sick days.
Employee Assistance Plan.
Family Medical Leave.
Paid parental leave of 8 weeks.
Maternity benefits using company-paid short-term disability, any supplemental short-term disability, and parental leave.
Adoption Assistance Reimbursement Program.
Company-paid concierge services for caregiving needs and other life challenges.
401(k) retirement plan with Traditional and Roth options, per-pay-period matching, and an after-tax option.
Pet insurance.
Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing.
Incentive compensation, including sales commissions.