Regional Vice President, Community (San Francisco, CA)

The role

The Regional Vice President will build relationships with clients and help them find wealth management solutions. This role involves managing a sales pipeline and engaging with potential clients via Zoom, phone, or in person.

What you will do

• Engage with potential wealth management clients over Zoom, phone, and/or in person
• Create distinct value for each client using financial expertise and organizational resources
• Present tailored views of how Mercer can help clients achieve goals
• Own the sales pipeline from start to finish
• Convert and nurture potential clients
• Act as a self-motivated leader within the organization

Required qualifications

• 5+ years of successful sales experience in financial services
• Series 65 or Series 66 license required unless exempt via specific designations
• Experience using CRM systems
• 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 have

• Bachelor’s degree preferred or equivalent experience
• CFP® (Certified Financial Planning) designation preferred
• Salesforce preferred

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
• Kaiser Medical plans available in California
• Health Savings Account (HSA) with company contributions
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account
• 14 Company Paid Holidays including a full week off at Thanksgiving
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan

About the company

Mercer Advisors has been helping families for more than 40 years by integrating financial planning, investment management, tax, estate, and insurance. It is an independent fiduciary ranked as the #1 RIA Firm in the nation by Barron’s for two consecutive years.