This role serves as a development pathway to a full Community RVP position with a clear trajectory toward carrying an individual target within one year
Job Summary
This role serves as a development pathway to a full Community RVP position with a clear trajectory toward carrying an individual target within one year.
The position focuses on executing prospecting activities, supporting events, and partnering with Lead Community RVPs to expand advisor activities and centers-of-influence.
Mercer Advisors is an independent national fiduciary ranked #1 by Barron's, offering a distinct work environment with flexible arrangements and a commitment to diversity.
Matching Summary
This role serves as a development pathway to a full Community RVP position with a clear trajectory toward carrying an individual target within one year.
Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
prospecting and pipeline development
event logistics and execution
CRM data hygiene and organization
partner firm onboarding support
community outreach and COI development
Nice-to-have
coachable and process-oriented mindset
strong team collaboration skills
flexible working arrangements
experience in financial planning sector
Key Requirements
3+ years in business development or client service
Willingness to carry individual revenue target within one year