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Mercer Advisors · 4 hours ago

Regional Vice President - Channel (Jacksonville)

Jacksonville

Full-time

Hybrid

Mid, Senior Level

$100K/yr - $150K/yr

5+ years exp

Mercer Advisors is a leading financial services firm that integrates financial planning and investment management for families across the U.S. The Regional Vice President will build relationships with clients and help them find tailored wealth management solutions, driving sales momentum in a collaborative environment.

AdviceAsset ManagementBusiness DevelopmentFinancial ServicesInsuranceWealth Management

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

Qualification

Sales experienceSeries 6566 licenseFinancial services knowledgeCFP® designationCRM systemsComputer proficiencyTime management skillsOrganizational skillsSelf-motivated

Required

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

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