Regional Vice President (Remote - US)

This position is posted by Jobgether on behalf of Mercer Advisors. We are currently looking for a Regional Vice President in United States.

As a key figure in the client acquisition strategy, this role offers the opportunity to connect with high-net-worth individuals and guide them through tailored wealth management solutions. You’ll own the entire sales cycle—from initial engagement to final conversion—while collaborating with a diverse team of financial professionals. The position combines autonomy with structured support, making it ideal for driven individuals passionate about client outcomes. If you're an experienced sales leader in financial services looking for a high-impact, client-facing opportunity, this role is designed for you.

Accountabilities:

• Engage directly with prospective clients via phone, Zoom, or in-person to understand financial needs and demonstrate tailored solutions.
• Build and manage a dynamic sales pipeline, from initial contact to client onboarding.
• Collaborate with internal specialists to deliver comprehensive wealth management strategies.
• Serve as a trusted financial guide, providing exceptional service and relationship management.
• Act as a leader within a fast-growing, results-driven team, contributing to process improvements and sales strategies.
• Continuously refine your approach through feedback, coaching, and data insights.

Requirements

• Bachelor’s degree preferred, or equivalent experience.
• 5+ years of successful sales experience within the financial services industry.
• Series 65 or 66 license required, or qualifying professional designation (e.g., CFP®, CFA, ChFC).
• Strong CRM skills (Salesforce preferred) and sales pipeline management experience.
• Proven ability to build trust-based client relationships and uncover financial needs.
• A self-motivated, coachable mindset with a passion for financial advising.
• Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook).
• Excellent organizational and time management skills in high-volume environments.
• Willingness to travel as needed.

Benefits

• Competitive compensation package.
• Medical, dental, and vision insurance options including HDHPs with HSA contributions.
• Company-paid life, AD&D, and disability insurance.
• Generous paid time off and 14 company holidays (including a full Thanksgiving week).
• 401(k) plan with Traditional and Roth options and company match.
• Paid parental leave and maternity benefits.
• Adoption assistance and paid family medical leave.
• Employee Assistance Program and paid concierge services for life/family care needs.
• Optional insurance plans: supplemental life, accident, critical illness, pet coverage.
• Remote work flexibility with full technology support.

Jobgether is a Talent Matching Platform that partners with companies worldwide to efficiently connect top talent with the right opportunities through AI-driven job matching.
When you apply, your profile goes through our AI-powered screening process designed to identify top talent efficiently and fairly.
🔍 Our AI evaluates your CV and LinkedIn profile thoroughly, analyzing your skills, experience and achievements.
📊 It compares your profile to the job’s core requirements and past success factors to determine your match score.
🎯 Based on this analysis, we automatically shortlist the 3 candidates with the highest match to the role.
🧠 When necessary, our human team may perform an additional manual review to ensure no strong profile is missed.

The process is transparent, skills-based, and free of bias — focusing solely on your fit for the role.
Once the shortlist is completed, we share it directly with the company that owns the job opening. The final decision and next steps (such as interviews or additional assessments) are then made by their internal hiring team.

Thank you for your interest!

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