Regional Vice President, Community (Hartford, CT and Upstate, NY)

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 For This Role Include

• 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 and it qualifies for an exemption to the series 65 in the applicable state(s): 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 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.

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 typical sitting and standing activities.

Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through Mercer Advisors’ incentive compensation programs.

Base Pay Range

$100,000 - $150,000 USD

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 offering 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 either HDHP medical 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, any supplemental STD, plus Parental Leave (8 weeks)
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services for you and your loved ones
• 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

Equal Opportunity Employer

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.

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