Wealth Management Team Intern

<div class="content-intro"><p><strong>Why Work at Mercer Advisors?</strong></p> <p>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.*</p> <p>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.</p> <p>Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.</p> <p>* 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&nbsp;<a href="https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1&amp;" target="_blank">here</a>.</p> <p>&nbsp;</p></div><p><strong>Job Summary:</strong></p> <p>As a Wealth Management intern, you will work collaboratively with fellow colleagues at &nbsp;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 a background and/or an interest in client service, financial planning and/or sales. The successful applicant will be comfortable with a client facing role and speaking on the phone.&nbsp; 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!</p> <p><strong>Essential Job Functions:</strong></p> <ul> <li>Assist with client service requests and special projects placing the highest priority on client satisfaction.</li> <li>Utilize the Contact Relationship Management system to track client information and data.</li> <li>Support the team with administrative tasks as needed.</li> <li>Act as an onsite dedicated service associate on a wide range of client issues.</li> <li>Research and resolve client concerns in cooperation with local and centralized teams.</li> <li>Adhere to all compliance/risk procedures and follow corporate and industry protocols.</li> <li>Ensure that all paperwork, policy and procedures for client requests have been adhered to satisfy company-wide requirements.</li> <li>Assist Director in performing daily key activities for the local office(s).</li> <li>Contribute to a positive and empowering environment across teams.</li> <li>Other duties as needed.</li> </ul> <p><strong>&nbsp;</strong><strong>Required Knowledge, Skills and Abilities:</strong></p> <ul> <li><span data-teams="true">Must be enrolled in a Bachelors (as a rising Sophomore, Junior, or Senior) or Master’s program</span>.</li> <li>Strong analytical and problem-solving skills.</li> <li>Excellent communication and interpersonal skills.</li> <li>Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).</li> <li>Ability to work independently and as part of a team.</li> <li>High level of integrity and professionalism. Interest and/or passion for development of financial services industry knowledge.</li> </ul> <p><strong>Working Conditions:</strong>&nbsp;</p> <p>Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation.</p> <p><span data-teams="true"><strong>Work Schedule:</strong> Full-time in office - Monday through Friday, 8:00AM to 5:00PM</span></p> <p><span data-teams="true"><strong>Rate:</strong> $20/hr.</span></p> <p>&nbsp;</p> <p>&nbsp;</p><div class="content-conclusion"><p><strong>Benefits:</strong></p> <p>Mercer Advisors offers a competitive and robust benefit package to our employees.&nbsp;&nbsp; Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:</p> <ul> <li>Company Paid Basic Life &amp; AD&amp;D Insurance</li> <li>Company Paid Short-Term and Long-Term Disability Insurance</li> <li>Supplemental Life &amp; AD&amp;D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance</li> <li>Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.</li> <li>Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan.</li> <li>Two comprehensive Dental Plans</li> <li>Vision Insurance Plan</li> <li>Dependent Care Savings Account for child and dependent care.</li> <li>14 Company Paid Holidays with a full week off at Thanksgiving.</li> <li>Generous paid time off program for vacation and sick days</li> <li>Employee Assistance Plan</li> <li>Family Medical Leave</li> <li>Paid Parental Leave (6 weeks)</li> <li>Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time.</li> <li>Adoption Assistance Reimbursement Program</li> <li>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.</li> <li>401(k) Retirement Plan with both Traditional and Roth plans with per pay period match</li> <li>Pet Insurance</li> </ul> <p><strong>We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.</strong></p> <p><em>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.</em></p> <p>&nbsp;</p> <p></p> <div>If you need an accommodation seeking employment with Mercer Advisors, please email PeopleTeam@merceradvisors.com. Accommodations are made on a case-by-case basis. This email is for accommodation requests only. We are unable to respond to general inquiries sent to this email address.</div> <p>Applicants have rights under federal employment laws:</p> <ul> <li><a id="menur7bu" class="fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn" href="https://www.dol.gov/sites/dolgov/files/WHD/legacy/files/fmlaen.pdf" target="_blank">Family and Medical Leave Act (FMLA)</a></li> <li><a id="menur7c0" class="fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn" href="https://www.dol.gov/sites/dolgov/files/WHD/legacy/files/eppac.pdf" target="_blank">Employee Polygraph Protection Act (EPPA)</a></li> <li><a id="menur7c2" class="fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn" href="https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf" target="_blank">Equal Employment Opportunity (EEO)</a></li> </ul> <p>U.S. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Mercer Advisors participate in E-Verify to confirm work authorization.</p> <ul> <li><a href="https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf" target="_blank">E-Verify</a></li> <li><a href="https://www.e-verify.gov/sites/default/files/everify/posters/IER_RightToWorkPoster%20Eng_Es.pdf" target="_blank">Right to Work</a></li> </ul> <p>&nbsp;</p> <p>If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy&nbsp;<a href="https://www.merceradvisors.com/ccpa/" target="_blank">here</a>.</p> <p><a href="https://www.merceradvisors.com/notice-at-collection/" target="_blank">CCPA Notice at Collection</a></p></div>