New York City, NY
Industry: Financial Services•
5 - 7 years
Posted 325 days agoby Jennifer McBride
Mercer Advisors is a fee-only, independent RIA whose purpose is helping our clients achieve Economic Freedom. Established in 1985 as one of the nation?s first fee-only financial planning firms, we have a rich legacy of operating exclusively as a fiduciary. Unique to many RIAs we offer a full-suite of services all in house for our clients including investment management, financial planning, estate planning (in-house law firm), tax planning and preparation (on staff CPAs) and trustee services. With over $11 billion in assets and 8,000 clients we are growing rapidly through both organic and inorganic growth (11 acquisitions in last two years). We are looking for talented, motivated people like you who can add to the growth of our business and culture.
The Regional Vice President is responsible for growing our RIA referral platform in our Northeast Region. The successful candidate will be responsible for developing and maintaining relationships with our channel partners, with the focus on driving sales momentum for one of our financial planning teams. The Regional Vice President will work in a client-focused, team-centered environment in unison with Managing Directors to service the needs of the firms high net worth clients.
Essential Job Functions for the Regional Vice President will include:
People Successful in this Position:
Work Schedule: Daytime and evening hours
We can offer you an exciting, fast-paced working environment, and the opportunity to play a vital role in our growth. Mercer Advisors is an equal opportunity employer offering a competitive salary and benefits package.
Professional or home office environment depending upon location. Traveling, standing and sitting. No heavy lifting over 20 lbs.
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.