Regional Vice President, Community (Orange County, CA)

Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 31,300 families across 90+ cities in the U.S. Ranked the #1 RIA firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*

More than half of our employees and client‑facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence.

Job Summary

The Regional Vice President will build relationships with clients and help them find a wealth management solution for their needs, driving sales momentum within a collaborative, client‑focused environment.

Essential Job Functions

• Engage with potential wealth management clients over Zoom, phone, and/or in person to understand their needs and share how Mercer can help.
• Draw on financial expertise as well as resources across the organization to create distinct value for each client and present a tailored view of how Mercer can help achieve their goals.
• Own your sales pipeline from start to finish, converting and nurturing potential clients to create a best‑in‑class experience for every potential client.
• Act as a self‑motivated leader within a fast‑growing, high‑visibility arm of the organization and leverage opportunities for personal growth.

Requirements

• Bachelor’s degree preferred or equivalent experience.
• 5+ years of successful sales experience in financial services.
• Series 65 or Series 66 license required – unless you hold one of the following designations that qualify for an exemption: Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC).
• CFP designation preferred.
• Experience using CRM systems (Salesforce preferred) and managing sales pipelines.
• Experience building relationships with and understanding the needs of potential clients.
• Self‑motivated, highly coachable attitude with a growth‑oriented mindset and drive.
• Deep understanding of the financial services industry and investment management.
• Passion for helping clients achieve their financial goals.
• Proven time management and organizational skills in high‑volume, high‑energy environments.
• Strong computer aptitude with proficiency in MS Excel, Word, Outlook and PowerPoint.
• Flexibility to travel.

Work Schedule

This professional role requires availability during standard business hours of Monday through Friday from 8 AM to 5 PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non‑exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30‑minute unpaid lunch period.

Working Conditions

This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether the position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. The role involves routinely sitting and standing for periods of time; no heavy lifting over 10 lbs.

Base Pay Range

$119,000 – $140,000 USD per year. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.

Benefits

• Company‑Paid Basic Life & AD&D Insurance
• Company‑Paid Short‑Term and Long‑Term Disability Insurance
• Supplemental Life & AD&D; Short‑Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
• Three Cigna medical plans including two High Deductible Health Plans and a Traditional Co‑Pay medical plan
• Kaiser Medical plans available in California
• Health Savings Account (HSA) with company contributions if enrolled in an HDHP plan
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account for child and dependent care
• 14 Company‑Paid Holidays including a full week off at Thanksgiving
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan
• Family Medical Leave
• Paid Parental Leave (8 weeks)
• Maternity benefits utilizing company‑paid STD and Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying family time
• Adoption Assistance Reimbursement Program
• Company‑Paid Concierge Services for clients and their loved ones for a spectrum of caring needs
• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match and after‑tax option
• Pet Insurance
• Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E‑Verify and complies with federal employment eligibility verification requirements.

If you need an accommodation during the application or hiring process, please email View email address on click.appcast.io. This inbox is for accommodation requests only.

For information about applicant rights, required employment notices, E‑Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights .

If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.

CCPA Notice at Collection