Job Listing: Regional Vice President in Orlando, FL

Member Level
Last Activity
within 3 months
Orlando, FL, US
Job Type
$125,000.00 - $220,000.00 per year

Mercer Advisors is a total wealth management firm that provides comprehensive financial planning and investment management services. Dedicated to improving the lives of our clients both today and through their retirement, we help them to develop a clear vision of their life goals. We then support their journey by providing comprehensive and coordinated wealth management advice that encompasses all areas of their financial life. Our staff of over 170 in 23 offices coast-to-coast includes financial advisors, attorneys, CPAs, investment experts, and other skilled and talented professionals who want to create a life of choices and freedom for each and every client. Be a part of a growing company and discover your potential.

Job Summary:

The Regional Vice President is responsible for growing our RIA referral platform in our East Region. The successful candidate will be responsible for developing and maintaining relationships with our channel partners, with the focus on driving sales momentum for one of our financial planning teams. The Regional Vice President will work in a client-focused, team-centered environment in unison with Managing Directors to service the needs of the firms high net worth clients.

Essential Job Functions for the Regional Vice President will include:

Partnering with investment consultants and branch managers to build strong relationships, educating them on our investment philosophy and capturing assets
Growing and cultivating an assigned region through frequent visits to branch offices and ongoing communication
Working with Client Service units to develop client referral relationships including meeting with referrals via in-person and phone meetings and ultimately closing opportunities
Meeting directly with channel referral prospects via in-person and phone meetings
Providing insight and information to become a valuable resource and partner
Proactively initiating business development calls and identifying new sales opportunities
Performing other duties as assigned
Bachelors degree
At least 5 years of successful sales experience in the financial services industry
Series 65 or Series 66 license required unless candidate holds one of the following credentials: Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC)
CFP® (Certified Financial Planning) designation preferred
Comprehensive industry and investment management knowledge
Experience using CRM systems (Salesforce preferred)
Excellent communication, presentation, listening and analytical skills
Proven time management and organizational skills in high volume, high energy environments
Experience determining the needs of partners and prospects through probing questions, offering solutions and asking for the right actions
Strong computer aptitude with proficiency in MS Excel, Word, Outlook and PowerPoint
Flexibility to travel up to 75%
People Successful in this Position:

Are proactive and self-motivated
Enjoy problem solving
Enjoy building relationships and partnering with others
Value teamwork
Work Schedule:

Daytime and evening hours


We can offer you an exciting, fast-paced working environment, and the opportunity to play a vital role in our growth. Mercer Advisors is an equal opportunity employer offering a competitive salary and benefits package:

Medical Insurance
Vision Insurance
Prescription Drug Coverage
Dental Insurance
401(k) Profit Sharing Plan
Paid Vacation and Holidays
Life Insurance
Accidental Death and Dismemberment
Long-Term Disability
Voluntary Life and AD&D options
Short-Term Disability options
Health Savings Account option
Domestic Partner Program
Financial Planning Service
Employee Assistance Program
Working Conditions:

Professional or home office environment depending upon location. Traveling, standing and sitting. No heavy lifting over 20 lbs.

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