Regional Vice President, Community

Job overview

The Regional Vice President, Community role is listed in Boca Raton, FL, with a regional scope covering Miami, Boca Raton, and Palm Beach. The posting describes work in a professional office or dedicated home-office workspace and requires availability Monday–Friday, 8 a.m.–5 p.m., with occasional early or late hours. Base pay is $130,000–$140,000 per year before sales incentives; the role is also eligible for incentive compensation, including sales commissions. Mercer Advisors helps families integrate financial planning, investment management, tax, estate, insurance, and related services. The role builds relationships with prospective wealth-management clients, understands their needs, and presents tailored solutions using financial expertise and organizational resources. Owning the sales pipeline from initial engagement through conversion supports a client-focused experience and sales growth.

What you'll do

• Engage prospective wealth-management clients by Zoom, phone, or in person
• understand client needs and explain how Mercer Advisors can help
• draw on financial expertise and organizational resources to present tailored solutions
• own and manage the sales pipeline from start to finish
• nurture and convert prospects
• 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

boca raton fl

miami

palm beach

mercer advisors

$130k–$140k base/year

sales incentives

monday–friday 8 a.m.–5 p.m.

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 with company contributions for eligible plans
• 14 paid holidays
• paid time off
• employee assistance plan
• paid parental leave
• adoption assistance
• 401(k) match
• pet insurance
• employee financial planning at preferred pricing.

Why this role

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

About the employer

Mercer Advisors is hiring for this role. Industry: Trust, Fiduciary, and Custody Activities. Sector: 52.