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Why Work at Mercer Advisors?

For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.

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, 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 5/14/2026. 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.

• 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, 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 5/14/2026. 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.

through one of Mercer Advisors' incentive compensation programs.