About this role
Regional Vice President, Community (New Jersey) at Mercer Advisors. Location: Morristown, New Jersey, United States. Role: engaging clients, managing pipeline, presenting solutions Requirements: 5+ years sales experience in financial services; Series 65 or 66 required (exemptions possible for certain designations); CFP preferred; CRM (Salesforce) and MS Office proficiency; bachelor’s degree preferred; flexibility to travel. Category: Sales Seniority: Senior Level Tools: Zoom, Salesforce, Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint Certifications: series 65, series 66, cfp, chfc, pfs, cfa, cic Commitment: Full Time Workplace: Hybrid Languages: English