Seminar Regional Vice President

Mercer Advisors is a different kind of wealth management firm. We exist so that our clients don’t have to worry about money. Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach to managing their money – “A family office for your family.” We connect the dots of our clients’ financial lives by unifying planning, investing, taxes, estate, insurance, trust, and more. Today, we proudly serve over 25,000 families, across over 90 cities, with over $45 Billion in assets entrusted to our care. And we do this as an independent, national fiduciary – which means we are committed to always working in the clients’ best interest.

When you join our team, you will find that it is different from what you typically see in our industry. Our client-facing professionals of in-house experts are 50% women, as is our overall employee base. We bring together the best talent wherever they live –with no formal headquarters, and many flexible working arrangements – so we can assemble the best team.

Job Summary:

Our Seminar Regional Vice Presidents (RVPs) are part of a highly effective marketing system that brings in several hundred qualified prospects annually. Our primary marketing activity is performing seminar presentations to the public on a regular basis. The company does all marketing and scheduling activities entirely. We are looking for an experienced qualified advisor who can deliver presentations to a room of prospects and generate their interest in setting an appointment. You will then meet with the prospective clients in a comprehensive fact-finding appointment to understand their entire financial situation as well as goals, questions and what help they are looking for.  From there you will build the financial plans and any recommendations that came out of what you learned in the first appointment. Ultimately, your primary job is then to close them to become a client of the firm. You will be paired with a CFP advisor who, once you close the client, will then take the client and service them for the life of the relationship going forward. In summary, you will be delivering presentations, meeting with prospects, closing prospects, and repeating!

Essential Job Functions for the Seminar RVP will include:

• Performing/public speaking in front of a crowd.
• Build rapport with prospects making them feel comfortable.
• Take prospects through a comprehensive fact-finding meeting to learn about their entire situation and uncover goals, questions, fears and overall need for help.
• Compel prospects to become clients.
• Utilize and incorporate financial planning acumen including but not limited to Retirement Income planning, tax knowledge, investment and portfolio knowledge.

Required Knowledge, Skills and Abilities:

• Bachelor’s degree required.
• Minimum 7 years experience within financial services, preferably in an advisor capacity
• Sales experience required.

• Series 65 or combination of Series 7 and 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)
• Life & Health Insurance in the respective state of employment
• Must enjoy and be good at public speaking. This is not a boring presentation, but rather a “performance” to the crowd.
• Strong interpersonal skills
• Exceptional verbal and written communication skills
• Strong analytical, organizational and presentation skills
• Experience working with high-level, busy professionals.
• Must work well in a team environment and present a positive and professional demeanor.
• Self-starter, active contributor and ability to listen to and deliver on client’s needs and expectations.
• Must be highly flexible and confidential with all matters.

Working Conditions:

Daytime hours, standing, sitting, regular travel, indoors and outdoors, will be assigned to a workstation.

Salary:

Average annual salary range for this position across our locations is: $85,000 to $100,000. 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. 

Benefits:

Mercer Advisors offers a competitive and robust benefit package to our employees.   Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:

• 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 medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
• Health Savings Account (HSA) with company contributions on a per pay period basis 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 with 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 (6 weeks)
• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match
• Pet Insurance

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

Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.