Regional Vice President (Chicago, IL)

Mercer Advisors•Schaumburg, IL

About The Position

The Regional Vice President builds relationships with prospective clients, understands their financial needs, and presents tailored wealth management solutions. The role drives sales momentum in a collaborative, client-focused environment and draws on personal financial expertise and resources across Mercer Advisors to create value for clients. The Regional Vice President owns the sales pipeline from initial engagement through conversion and nurturing, while contributing 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, 8:00 a.m. to 5:00 p.m., with occasional early or late hours to meet business tasks and client needs. Work may take place in a professional office or a dedicated, interruption-free home office; basic technology will be provided. The role routinely involves sitting and standing. It offers a base pay range of $130,000–$140,000 before sales incentives and is also eligible for incentive compensation, including sales commissions.

Requirements

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

Nice To Haves

Bachelor’s degree or equivalent experience.
CFP® (Certified Financial Planner) designation.
Experience with Salesforce.

Responsibilities

Engage prospective 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 and present tailored solutions aligned with clients’ goals.
Manage the sales pipeline from start to finish, converting and nurturing prospective clients and providing a high-quality experience.
Act as a self-motivated leader in a fast-growing, high-visibility area of the organization and pursue opportunities for personal growth.
Be available during standard weekday business hours and, when needed, work early or late hours to meet business tasks and client needs.
Travel as needed.

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 HDHP medical 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 and other needs.
401(k) retirement plan with Traditional and Roth options, per-pay-period match, and an after-tax option.
Pet insurance.
Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing.