Regional Vice President, Community; Hartford, CT and Upstate, NY

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

Connecticut;
New York

For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.

Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client‑facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.

Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.

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.

• 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.

• 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).
• 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.

This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. 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.

This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routine sitting and standing for periods of time.

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 one of Mercer Advisors’ incentive compensation programs.

Base Pay Range

$100,000 -…