Regional Vice President, Community (Orange County, CA)

Regional Vice President, Community (Orange County, CA)Newport BeachWhy Work at Mercer Advisors?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.* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodologyhere .Job Summary:The Regional Vice President II based out of our Orange County market 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 helpDraw 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 goalsOwn your sales pipeline from start to finish, converting and nurturing potential clients to create a best-in-class experience for every potential clientAct as a self-motivated leader within a fast-growing, high-visibility arm of the organization and leverage opportunities for personal growthRequirements:Bachelor’s degree preferred or equivalent experience.5+ years of successful sales experience in financial servicesSeries 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 pipelinesExperience building relationships with and understanding the needs of potential clientsSelf-motivated, highly coachable attitude with a growth-oriented mindset and driveDeep understanding of financial services industry and investment managementPassion for helping clients achieve their financial goalsProven time management and organizational skills in high-volume, high-energy environmentsStrong computer aptitude with proficiency in MS Excel, Word, Outlook and PowerPointFlexibility to travelWork Schedule: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.Working Conditions: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. Routinely sitting and standing for periods of time.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 InsuranceCompany Paid Short-Term and Long-Term Disability InsuranceSupplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity InsuranceThree 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.Vision Insurance PlanDependent 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 daysEmployee Assistance PlanFamily Medical LeavePaid 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 ProgramCompany 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 matchPet InsuranceWe 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.If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here .Create a Job AlertInterested in building your career at Mercer Advisors? Get future opportunities sent straight to your email.Apply for this jobindicates a required fieldFirst Name *Last Name *Preferred First NameEmail *PhoneCountry *Phone *Location (City) *Resume/CV *Enter manuallyAccepted file types: pdf, doc, docx, txt, rtfEnter manuallyAccepted file types: pdf, doc, docx, txt, rtfLinkedIn Profile *WebsiteHow did you hear about this opportunity? * Select...If referred, by who?Have you ever worked for Mercer Advisor's before? * Select...Have you previously interviewed with Mercer Advisors? * Select...Are you legally authorized to work in the US without sponsorship? * Select...Do you now or in the future require visa sponsorship to continue working in the United States of America? * Select...Do you have the one of the following certifications/licenses: 1) S65, or 2) combination of S7 and S66, or 3) hold one of the following designations: Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC) * Select...What is your full home address? *What are your salary requirements? *This role is based in Orange County, CA. Are you currently based there and or are you open to relocating? * #J-18808-Ljbffr

Created: 2025-09-18