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Mercer Advisors · 1 day ago

Regional Vice President (Charlotte)

Charlotte, NC

Full-time

Hybrid

Mid, Senior Level

$128K/yr - $150K/yr

5+ years exp

Mercer Advisors is a leading independent fiduciary firm dedicated to enhancing the financial lives of families. The Regional Vice President will focus on growing the RIA referral platform by developing relationships with channel partners and driving sales for financial planning teams, while working collaboratively in a client-focused environment.

AdviceAsset ManagementBusiness DevelopmentFinancial ServicesInsuranceWealth Management

Responsibilities

Partnering with Financial Consultants and Branch Managers to build strong relationships

Fostering positive channel partner relationships as ambassador of Mercer Advisors

Growing and cultivating an assigned region through frequent visits to branch offices, phone wholesaling, and ongoing communication with the express purpose of generating significant referrals

Proactively initiating business development calls and identifying new sales opportunities

Meeting directly with channel referral prospects via in-person and phone/video meetings with the express purpose of bringing in a significant volume of new clients and billable assets under management

Working with Client Service units to develop client referral relationships including meeting with referrals via in-person and phone/video meetings and ultimately closing opportunities

Providing insight and information to become a valuable resource and partner

Implementing company policies and procedures

Ensuring adherence to company standards

Performing other duties as assigned

Qualification

Sales experienceSeries 65 licenseCFP® designationCRM systemsInvestment management knowledgeComputer proficiencyCommunication skillsTime management skillsOrganizational skills

Required

Bachelor's degree preferred or equivalent experience

At least 5 years of successful sales experience in the financial services industry

Series 65 or combination of Series 7 and Series 66 license required unless candidate holds one of the following credentials: Certified Financial Planner™ (CFP®), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC)

Comprehensive industry and investment management knowledge

Experience using CRM systems (Salesforce preferred)

Excellent communication, presentation, listening and analytical skills

Proven time management and organizational skills in high volume, high energy environments

Experience determining the needs of partners and prospects through probing questions, offering solutions and asking for the right actions

Strong computer aptitude with proficiency in MS Excel, Word, Outlook and PowerPoint

Flexibility to travel up to 75%

Preferred

CFP® (Certified Financial Planning) designation 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 medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.

Health Savings Account (HSA) with company contributions on a per pay period basis 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 with 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 (6 weeks)

Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 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

Pet Insurance