Regional Vice President, Channel (portland, Or)

Mercer Advisors

Portland, OR, US
Not specified; not specified; competitive benefits...
On-site
5+ years financial services sales experience
Series 65 or series 66 license required
Experience managing sales pipelines
The role involves engaging with potential clients via Zoom, phone, or in-person to understand their needs and present tailored wealth management solutions

Job Summary

  • The role involves engaging with potential clients via Zoom, phone, or in-person to understand their needs and present tailored wealth management solutions.
  • Mercer Advisors is ranked the #1 RIA Firm in the nation by Barron's and serves over 31,300 families across more than 90 cities.
  • Employees receive a robust benefit package including company-paid life insurance, health plans, 401(k) matching, and paid parental leave.

Matching Summary

The role involves engaging with potential clients via Zoom, phone, or in-person to understand their needs and present tailored wealth management solutions.

Salary

Not specified; Not specified; Competitive benefits package including 401(k) match and paid holidays

Skills & Requirements

Must-have

  • 5+ years financial services sales experience
  • Series 65 or Series 66 license required
  • Experience managing sales pipelines
  • Proficiency with CRM systems like Salesforce
  • Ability to travel for client meetings

Nice-to-have

  • CFP designation preferred
  • Self-motivated growth-oriented mindset
  • Strong time management skills
  • Deep understanding of investment management

Key Requirements

  • Bachelor's degree preferred
  • Series 65 or Series 66 license
  • CFP designation preferred
  • 5+ years sales experience
  • CRM system proficiency

Work Rights

Not specified

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