Key Facts

Remote From:

United States

Category: Talent Acquisition Specialist

Full time

67 - 67K yearly

English

Hard Skills

Client Services Operational Support And Analysis Curriculum Development Organizational Structure

Other Skills

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Training And Development
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Coaching
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Communication
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Problem Solving
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Microsoft Word
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Microsoft Excel
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Microsoft Outlook
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Self-Motivation
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Teamwork
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Detail Oriented

Roles & Responsibilities

High School diploma with a bachelor’s degree highly preferred
One to Three years of job-related experience in financial services
Prior experience in a customer service oriented office environment
Experience in training, teaching, or instruction role recommended

Requirements:

Deliver engaging hands-on virtual workshops on financial services and operations
Support onboarding of new hires and ongoing professional initiatives
Manage diverse learning paces and styles through individual coaching
Monitor progress and conduct skill assessments for new team members

Mercer Advisors

About Mercer Advisors

Looking for a collaborative team as invested in your growth as you? We’d like to introduce ourselves. Say hello to a different kind of wealth management. As a Mercer Advisors client, you can rely on us to help guide your financial journey. Because money without purpose is just paper, we ask questions central to your deeper motivations to arrive at your financial why. We then define your goals and create a custom blueprint to help you reach them. This unified and integrated approach comprises strategic financial planning, investment management, proactive tax planning and preparation, retirement planning, estate planning, trustee services, insurance solutions, and more. Our foundational mission since 1985 remains central to Mercer Advisors core values: we help our clients achieve their unique goals by connecting the dots of their financial life and doing the heavy-lifting for them.

Founded: 2018

Company size: 501 - 1000

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Job description

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:

Develop the next generation of client service team members and finance professionals. We are seeking a Talent Developer I to deliver comprehensive training programs for new hires while actively engaging in elevating our client service and support. The primary focus of a National Client Service Team is to provide excellent follow-through and operational support to Wealth Management teams. As part of this team, you will play a critical part in ensuring new and tenured client service team members have the knowledge and skills they will require to succeed in their roles while providing excellent client service yourself. You will be a member of a dynamic team in a collaborative, training, and client focused environment. This will be an exciting role for a professional who is passionate about finance, educating others, and being on the cutting edge of change.

Responsibilities

Deliver engaging hands-on virtual workshops to train team members on financial services, day-to-day operations, and technical operational systems, tools, and platforms used in daily operations
Support onboarding of new hires and ongoing professional initiatives
Manage diverse learning paces and styles through individual coaching to develop skills and professional growth in a productive training environment
Monitor progress and conduct skill assessments for new team members
Develop and maintain up to date curriculum training materials including guides, presentations, and learning units
Responsible for day-to-day operations support for Wealth Management Teams as part of the National Client Service Team, including but not limited to money movements, account maintenance requests, internal case entry and management, and managing client deposits
Ensuring all paperwork and procedures for client requests are completed and adhere to compliance and Custodian requirements
Maintaining data integrity across all systems and updating as necessary
Assisting various team members with complex requests and answering questions with elevated knowledge
Actively participating in company initiatives, testing and pilot groups, and specialized workflows
Some duties can include if appropriate - onboarding new clients, processing transfer paperwork, setting up new accounts while coordinating with the Wealth Management team, Custodians, and Orion
Other duties as needed

Requirements:

Education:	High School diploma with a bachelor’s degree highly preferred
Experience:	One to Three years of job-related experience Financial services industry required Prior experience working in an office environment with a customer service focus helpful Experience in training, teaching, or instruction role recommended
Certifications:	CFP or SIE certification a plus
Job Skills:	Ability to prioritize in a fast-paced environment while maintaining client focus and demonstrating attention to detail Apply strong communication and problem‑solving skills, with the ability to simplify concepts for clear understanding across diverse audiences Self-motivated, well-organized individual with demonstrated ability to work independently and in a team environment to follow through on details to completion Enjoy collaborating and building positive relationships internally with co-workers and externally with clients Excellent verbal and written communications skills a must Strong MS Word, Excel, and Outlook skills required Strong desire for continuous self-learning and professional growth

Work Schedule: Monday through Friday, 8:00 AM – 5:00 PM

Working Conditions: Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 10 lbs.

Application Deadline: The initial deadline for applications is 5/25/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.

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.

Base Pay Range

$30—$35 USD

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:

Company Paid Basic Life & AD&D Insurance
Company Paid Short-Term and Long-Term Disability Insurance
Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
Kaiser Medical plans available in California
Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
Two comprehensive Dental Plans
Vision Insurance Plan
Dependent Care Savings Account for child and dependent care.
14 Company Paid Holidays including a full week off at Thanksgiving.
Generous paid time off program for vacation and sick days
Employee Assistance Plan
Family Medical Leave
Paid Parental Leave (8 weeks)
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.
Adoption Assistance Reimbursement Program
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.
401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
Pet Insurance
Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

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.

If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.

For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.

If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
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