Regional Vice President, Community (orange County, Ca)

Mercer Advisors

Orange County, California, US
Base: $119,000 - $140,000 usd; bonus/equity: eligi...
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5+ years financial services sales experience
Series 65 or series 66 license required
Crm system proficiency salesforce preferred
** Mercer Advisors is seeking a Regional Vice President of Community in Orange County, California, to drive sales and build client relationships in a collaborative environment. The ideal candidate should have over five years of experience in financial services sales and relevant licenses or designations. **

Job Summary

  • The role involves engaging with potential wealth management clients to understand their needs and present tailored financial solutions.
  • Mercer Advisors is ranked the #1 RIA Firm in the nation by Barron's and serves over 31,300 families across the U.S.
  • Employees receive a robust benefit package including company-paid life insurance, medical plans, and generous paid time off.

Matching Summary

Match Score: 75

** Mercer Advisors is seeking a Regional Vice President of Community in Orange County, California, to drive sales and build client relationships in a collaborative environment. The ideal candidate should have over five years of experience in financial services sales and relevant licenses or designations. **

Salary

Base: $119,000 - $140,000 USD; Bonus/Equity: Eligible for incentive compensation programs; Benefits: Comprehensive health, dental, vision, and retirement options

Skills & Requirements

Must-have

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

Nice-to-have

  • CFP designation preferred
  • Self-motivated growth-oriented mindset
  • Strong time management skills

Key Requirements

  • Bachelor's degree preferred
  • Series 65 or Series 66 license
  • CFP designation preferred
  • 5+ years sales experience
  • Flexibility to travel

Work Rights

Not specified

Tailored Resume

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