Regional Vice President, Community — Miami, Boca Raton, and Palm Beach

Job overview

The Regional Vice President, Community role is listed onsite in Palm Beach, FL, with a Monday–Friday schedule of 8 a.m.–5 p.m.; occasional early or late hours may be needed. Base pay is $130,000–$140,000 per year before sales incentives. Mercer Advisors provides integrated financial planning and wealth management services to families. The role builds relationships with prospective wealth-management clients, understands their needs, and presents tailored solutions using the firm’s financial expertise and resources. By managing the sales pipeline and supporting a client-focused sales environment, the position contributes to the firm’s growth and client acquisition.

What you'll do

• Engage potential wealth-management clients by Zoom, phone, or in person
• understand client needs and present tailored solutions
• manage and nurture the sales pipeline from start to finish
• use organizational resources to demonstrate value
• lead within a high-visibility, growing part of the organization.

What we're looking for

Skills & competencies

regional vice president

wealth management

financial services sales

client relationships

sales pipeline

series 65

series 66

cfp preferred

monday–friday

8 am–5 pm

palm beach fl

mercer advisors

$130k–$140k base

Work arrangement

• Weekend coverage required

Benefits & perks

• Company-paid basic life and AD&D
• short- and long-term disability
• medical, dental, and vision plans
• HSA and dependent-care savings account
• paid holidays and PTO
• employee assistance
• family and paid parental leave
• adoption assistance
• 401(k) match
• pet insurance
• employee financial planning and guidance.

Why this role

Requires 5+ years of successful financial-services sales experience and a Series 65 or Series 66 license unless an eligible designation qualifies for an exemption. CFP designation preferred; bachelor’s degree preferred or equivalent experience. Flexibility to travel is required. Incentive compensation may include sales commissions.

About the employer

Mercer Advisors is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.