Project Director – Planning and Scheduling
•TurnertownsendHybrid· 8h
📣 Marketing⏰ Full-time👔 Executive🇺🇸 Houston, USA
8h ago
Merceradvisors·about 1 month ago
Why Work at Mercer Advisors?
For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.
Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*
Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.
Join us and help families amplify and simplify their financial lives with confidence.
* 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 methodology here.
| 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 help • Draw 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 goals • Own your sales pipeline from start to finish, converting and nurturing potential clients to create a best-in-class experience for every potential client • Act as a self-motivated leader within a fast-growing, high-visibility arm of the organization and leverage opportunities for personal growth |
| Requirements: |
| • Bachelor’s degree preferred or equivalent experience. • 5+ years of successful sales experience in financial services • Series 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). • CFP® (Certified Financial Planning) designation preferred. • Experience using CRM systems (Salesforce preferred) and managing sales pipelines • Experience building relationships with and understanding the needs of potential clients • Self-motivated, highly coachable attitude with a growth-oriented mindset and drive • Deep understanding of financial services industry and investment management • Passion for helping clients achieve their financial goals • Proven time management and organizational skills in high-volume, high-energy environments • Strong computer aptitude with proficiency in MS Excel, Word, Outlook and PowerPoint • Flexibility to travel |
| Work 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. No heavy lifting over 10 lbs. |
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:
We 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.
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