Regional Vice President - Community (San Diego, CA)

Regional Vice President - Community (San Diego, CA)Why 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.Job Summary: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.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 experience5+ 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 Plannerâ„¢ (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.This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation pensation Details: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. Base Pay Range: $100,000 - $150,000 USDBenefits: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 Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical planHealth Savings Account (HSA) with company contributions if enrolled in either HDHP medical planVision Insurance PlanDependent Care Savings Account for child and dependent care14 Company Paid Holidays including a full week off at ThanksgivingGenerous paid time off program for vacation and sick daysEmployee Assistance PlanFamily Medical LeavePaid Parental Leave (8 weeks)Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family timeAdoption 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 more401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax optionPet InsuranceWe are not accepting unsolicited resumes from agencies and/or search firms for this job posting.Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.If you need an accommodation during the application or hiring process, please email . #J-18808-Ljbffr

Created: 2026-04-30