Regional Vice President, Community (Boston, MA; Lake Placid, NY and Portsmouth, NH))

<div class="content-intro"><p></p> <p><strong>Why Work at Mercer Advisors?</strong></p> <p>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.</p> <p>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.*</p> <p>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.</p> <p>Join us and help families amplify and simplify their financial lives with confidence.</p> <p><span style="font-size: 10pt;"><em>* 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 <a href="https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1&">here</a>.</em></span></p></div><p><strong> </strong></p> <table> <tbody> <tr> <td width="623"> <p><strong>Job Summary:</strong></p> </td> </tr> <tr> <td width="623"> <p>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.</p> </td> </tr> </tbody> </table> <p> </p> <table> <tbody> <tr> <td width="623"> <p><strong>Essential Job Functions for this role include:</strong></p> </td> </tr> <tr> <td width="623"> <p>• Engage with potential wealth management clients over Zoom, phone, and/or in person to understand their needs and share how Mercer can help</p> <p>• 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</p> <p>• Own your sales pipeline from start to finish, converting and nurturing potential clients to create a best-in-class experience for every potential client</p> <p>• Act as a self-motivated leader within a fast-growing, high-visibility arm of the organization and leverage opportunities for personal growth </p> </td> </tr> </tbody> </table> <p> </p> <table> <tbody> <tr> <td width="623"> <p><strong>Requirements:</strong></p> </td> </tr> <tr> <td width="623"> <p>• Bachelor’s degree preferred or equivalent experience.</p> <p>• 5+ years of successful sales experience in financial services</p> <p>• 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).</p> <p>• CFP® (Certified Financial Planning) designation preferred.</p> <p>• Experience using CRM systems (Salesforce preferred) and managing sales pipelines</p> <p>• Experience building relationships with and understanding the needs of potential clients</p> <p>• Self-motivated, highly coachable attitude with a growth-oriented mindset and drive</p> <p>• Deep understanding of financial services industry and investment management</p> <p>• Passion for helping clients achieve their financial goals</p> <p>• Proven time management and organizational skills in high-volume, high-energy environments</p> <p>• Strong computer aptitude with proficiency in MS Excel, Word, Outlook and PowerPoint</p> <p>• Flexibility to travel</p> </td> </tr> </tbody> </table> <p> </p> <table> <tbody> <tr> <td width="623"> <p><strong>Work Schedule:</strong></p> </td> </tr> <tr> <td width="623"> <p>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.    </p> <p>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.</p> </td> </tr> </tbody> </table> <p> </p> <table> <tbody> <tr> <td width="623"> <p><strong>Working Conditions:</strong></p> </td> </tr> <tr> <td width="623"> <p>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.</p> </td> </tr> </tbody> </table><div class="content-pay-transparency"><div class="pay-input"><div class="description"><p>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. </p></div><div class="title"> Base Pay Range </div><div class="pay-range"><span>$119,000</span><span class="divider">—</span><span>$140,000 USD</span></div></div></div><div class="content-conclusion"><p><strong>Benefits:</strong></p> <p>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:</p> <ul> <li>Company Paid Basic Life & AD&D Insurance</li> <li>Company Paid Short-Term and Long-Term Disability Insurance</li> <li>Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance</li> <li>Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.</li> <li>Kaiser Medical plans available in California</li> <li>Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.</li> <li>Two comprehensive Dental Plans</li> <li>Vision Insurance Plan</li> <li>Dependent Care Savings Account for child and dependent care.</li> <li>14 Company Paid Holidays including a full week off at Thanksgiving.</li> <li>Generous paid time off program for vacation and sick days</li> <li>Employee Assistance Plan</li> <li>Family Medical Leave</li> <li>Paid Parental Leave (8 weeks)</li> <li>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 time.</li> <li>Adoption Assistance Reimbursement Program</li> <li>Company 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 more.</li> <li>401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option</li> <li>Pet Insurance</li> <li>Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing</li> </ul> <p><strong>We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.</strong></p> <p><em>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.</em></p> <p>If you need an accommodation during the application or hiring process, please email <a href="mailto:PeopleTeam@merceradvisors.com">PeopleTeam@merceradvisors.com</a>. <em><strong>This inbox is for accommodation requests only.</strong></em></p> <p>For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our <strong><a href="https://www.merceradvisors.com/applicant-notices-employment-rights/">Applicant Notices and Employment Rights</a></strong>.</p> <p>If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy <a href="https://www.merceradvisors.com/ccpa/">here</a>.<br><a href="https://www.merceradvisors.com/notice-at-collection/">CCPA Notice at Collection</a></p></div>

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...