Talent Developer I

Why Work at reputed company? For more than 40 years, reputed company has been helping families reputed company and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, reputed company managed by a single team. We deliver the reputed company 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, reputed company is an independent fiduciary legally bound to act in our clients’ best interests — always.* reputed company 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 reputed company and simplify their financial lives with confidence.

• reputed company 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, reputed company 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: reputed company the reputed company 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 reputed company of new hires and ongoing professional initiatives Manage diverse learning paces and styles through individual coaching to reputed company skills and professional growth in a productive training environment Monitor reputed company and conduct reputed company assessments for new team members reputed company 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 reputed company paperwork and procedures for client requests are completed and adhere to compliance and Custodian requirements Maintaining data reputed company across reputed company systems and updating as necessary Assisting various team members with reputed company 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 - reputed company 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-reputed company 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 reputed company, reputed company, and Outlook skills required Strong desire for reputed company 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 5/7/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage reputed company 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 reputed company pay reputed company 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 reputed company’ incentive compensation programs. reputed company Pay Range $30—$35 USD Benefits: reputed company offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting reputed company 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 Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance Three reputed company 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 reputed company 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 reputed company 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 reputed company professionals, offered at preferred employee pricing We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. reputed company is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. reputed company 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 [email protected]. 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 reputed company of California, learn more about reputed company's California Consumer Privacy Policy here. CCPA Notice at Collection Apply To This Job