What are the responsibilities and job description for the Wealth Management Team Summer Intern position at Mercer Advisors?
Why Work at Mercer Advisors?
For nearly 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.
Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.
As a Wealth Management intern, you will work collaboratively with fellow colleagues in a Mercer Advisors to provide and ensure the highest level of service and positive experience for our clients. Applicants should have strong verbal and written communication skills with background and/or interest in client service, financial planning and/or sales. The success applicant will be comfortable with a client facing role and working on the phone. Your 10-week long summer internship will be filled with opportunities for professional development, mentorship, the chance to apply coursework to real-world experiences, and some fun, too!
Essential Job Functions for the Internship will include:
8:00am to 5:00pm local office time
Duration
The internship will be hosted over 10 weeks starting on June 2nd and ending August 8th
Working Conditions
Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a work station.
Salary:
Compensation is commensurate with experience, education, and skills. The average hourly rate for this position across our locations is: $15 to $20 per hour.
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.
For nearly 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.
Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.
- 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.
As a Wealth Management intern, you will work collaboratively with fellow colleagues in a Mercer Advisors to provide and ensure the highest level of service and positive experience for our clients. Applicants should have strong verbal and written communication skills with background and/or interest in client service, financial planning and/or sales. The success applicant will be comfortable with a client facing role and working on the phone. Your 10-week long summer internship will be filled with opportunities for professional development, mentorship, the chance to apply coursework to real-world experiences, and some fun, too!
Essential Job Functions for the Internship will include:
- Utilization of the Contact Relationship Management system to track client information and data
- Acts as an onsite dedicated service associate on a wide range of client issues
- Researching and resolving client concerns in cooperation with Branch Partners and Central Hub
- Placing high priority on client satisfaction
- Adhere to all compliance/risk procedures and follows corporate and industry protocols
- Ensuring that all paperwork, policy and procedures for client requests have been adhered to satisfy company-wide requirements
- Assisting Branch Manager in performing daily key activities for the branch
- Contribute to a positive and empowering environment across Operations Teams
- Other duties as needed
- Must be enrolled in a Bachelors (as a rising Sophomore, Junior, or Senior) or Master’s program
- Excellent analytical, decision-making, problem-solving, teamwork, and time management skills while maintaining an attention for detail
- Interest and/or passion for development of financial services industry knowledge
- Proficiency with Microsoft Office programs including Word, Excel, Outlook and PowerPoint
- Strong communications skills (written/verbal) and professionalism
- Ability to work independently and remain flexible as priorities change
8:00am to 5:00pm local office time
Duration
The internship will be hosted over 10 weeks starting on June 2nd and ending August 8th
Working Conditions
Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a work station.
Salary:
Compensation is commensurate with experience, education, and skills. The average hourly rate for this position across our locations is: $15 to $20 per hour.
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.
Salary : $15 - $20
