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← Mercer Advisors

Regional Vice President, Channel (Washington D.C. / McLean, VA)

Mercer Advisors
Location
Virginia; Washington DC
Posted
17 days ago
Department
Client Development
What they actually want (must-haves)
  • Bachelor’s degree preferred or equivalent experience
  • 5+ years of successful sales experience in financial services
  • Series 65 or Series 66 license required (or qualifying designations)
  • Experience using CRM systems (Salesforce preferred)
  • Experience building relationships with potential clients
  • Deep understanding of financial services industry and investment management
Nice to have
  • CFP® (Certified Financial Planning) designation preferred
  • Self-motivated, highly coachable attitude with a growth-oriented mindset and drive
  • Proven time management and organizational skills in high-volume, high-energy environments
What the job really is

The Regional Vice President will focus on building relationships with potential wealth management clients, utilizing financial expertise to tailor solutions that meet their needs. This role involves managing a sales pipeline from initial contact through to conversion, while collaborating within a client-focused team environment. The position requires self-motivation and offers opportunities for personal growth within a high-visibility segment of the organization.

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 offerings 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 either HDHP medical plan
Things to weigh
  • No specific salary details beyond a range provided
  • Role involves high visibility and may require flexibility in hours
  • Position may be remote or in-office, depending on the candidate's situation
Job score3.4/5
Benefits5/5
Freshness4/5
Career value4/5
Role clarity4/5
Pay transparency0/5

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