Mercer Advisors
Regional Vice President (Minneapolis/St. Paul)
Mercer Advisors, Minneapolis, Minnesota, United States, 55400
Regional Vice President (Minneapolis/St. Paul)
Job Summary: The Regional Vice President will build relationships with clients and help them find a wealth management solution for their needs, driving sales momentum within a collaborative, client-focused environment. Essential Job Functions
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 Requirements
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). CFP designation preferred. 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. Work Schedule
This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. Working Conditions
This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether the position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. Pay Range
$100,000 - $150,000 USD 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 Equal Employment Opportunity
Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. Accommodations
If you need an accommodation seeking employment with Mercer Advisors, please email PeopleTeam@merceradvisors.com. Accommodations are made on a case-by-case basis. This email is for accommodation requests only. We are unable to respond to general inquiries sent to this email address. Applicants Have Rights Under Federal Employment Laws
Family and Medical Leave Act (FMLA) Employee Polygraph Protection Act (EPPA) Equal Employment Opportunity (EEO) Employment Verification
U.S. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Mercer Advisors participate in E-Verify to confirm work authorization.
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Job Summary: The Regional Vice President will build relationships with clients and help them find a wealth management solution for their needs, driving sales momentum within a collaborative, client-focused environment. Essential Job Functions
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 Requirements
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). CFP designation preferred. 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. Work Schedule
This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. Working Conditions
This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether the position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. Pay Range
$100,000 - $150,000 USD 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 Equal Employment Opportunity
Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. Accommodations
If you need an accommodation seeking employment with Mercer Advisors, please email PeopleTeam@merceradvisors.com. Accommodations are made on a case-by-case basis. This email is for accommodation requests only. We are unable to respond to general inquiries sent to this email address. Applicants Have Rights Under Federal Employment Laws
Family and Medical Leave Act (FMLA) Employee Polygraph Protection Act (EPPA) Equal Employment Opportunity (EEO) Employment Verification
U.S. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Mercer Advisors participate in E-Verify to confirm work authorization.
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