Talent Developer I

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.

About the Role

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.

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
• Ensure all paperwork and procedures for client requests are completed and adhere to compliance and Custodian requirements
• Maintain data integrity across all systems and update as necessary
• Aid various team members with complex requests and answer questions with elevated knowledge
• Participate in company initiatives, test and pilot groups, and specialized workflows

Requirements

• Education: High School diploma with a bachelor’s degree highly preferred
• Experience: One to Three years of job-related experience in 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, Series 65, 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 7/15/2026. 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.

Benefits

• 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
• 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

Company Information

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. CCPA Notice at Collection