Regional Vice President, Community (new York City)

Mercer Advisors

New York, United States
Base: $119,000 - $140,000 usd; bonus/equity: eligi...
On-site
5+ years financial services sales experience
Series 65 or series 66 license required
Crm system proficiency salesforce preferred
The role involves engaging potential wealth management clients to understand their needs and present tailored solutions

Job Summary

  • The role involves engaging potential wealth management clients to understand their needs and present tailored solutions.
  • Mercer Advisors is ranked the #1 RIA Firm in the nation by Barron's for two consecutive years.
  • Employees receive a robust benefit package including company-paid life insurance, 401(k) matching, and paid parental leave.

Matching Summary

The role involves engaging potential wealth management clients to understand their needs and present tailored solutions.

Salary

Base: $119,000 - $140,000 USD; Bonus/Equity: Eligible for incentive compensation programs; Benefits: Comprehensive health, dental, vision, 401(k) match, and paid time off

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
  • Experience with high-volume environments

Key Requirements

  • Bachelor's degree or equivalent experience
  • Series 65 or Series 66 license
  • CFP designation preferred
  • 5+ years successful sales experience

Work Rights

Not specified

Tailored Resume

Cover Letter