Regional Vice President, Community (hartford, Ct And Upstate, Ny)

Mercer Advisors

Hartford, CT, US
Base: $100,000 - $150,000 usd; bonus/equity: eligi...
On-site
5+ years financial services sales experience
Series 65 or series 66 license required
Crm system proficiency with salesforce
Mercer Advisors is seeking a Regional Vice President for Community to enhance client relationships and drive sales in financial services within Hartford, CT, and Upstate NY. The ideal candidate will possess significant sales experience in financial services, strong relationship-building skills, and relevant certifications

Job Summary

  • Mercer Advisors is an independent national fiduciary ranked #1 RIA firm by Barron's serving over 31,300 families.
  • The Regional Vice President will engage potential clients to understand their needs and present tailored wealth management solutions.
  • The role offers a competitive base salary range of $100,000 to $150,000 plus incentive compensation and a robust benefits package.

Matching Summary

Match Score: 85

Mercer Advisors is seeking a Regional Vice President for Community to enhance client relationships and drive sales in financial services within Hartford, CT, and Upstate NY. The ideal candidate will possess significant sales experience in financial services, strong relationship-building skills, and relevant certifications.

Salary

Base: $100,000 - $150,000 USD; Bonus/Equity: Eligible for incentive compensation programs; Benefits: Comprehensive health, dental, vision, 401(k) match, and paid parental leave

Skills & Requirements

Must-have

  • 5+ years financial services sales experience
  • Series 65 or Series 66 license required
  • CRM system proficiency with Salesforce

Nice-to-have

  • CFP designation preferred
  • Self-motivated growth-oriented mindset
  • Experience managing high-volume pipelines

Key Requirements

  • Bachelor's degree preferred or equivalent experience
  • Series 65 or Series 66 license (or CFP/CFA exemption)
  • Proven time management in high-energy environments

Work Rights

Not specified

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