About the job
Why Work at Mercer Advisors?

For forty years, Mercer Advisors has labored with households to assist them enlarge and simplify their economic lives. How? By integrating monetary planning, funding management, tax, estate, insurance, and more, all managed by means of a single team. Today we proudly serve over 31,300 households in extra than ninety cities throughout the U.S. Ranked the #1 RIA Firm in the state with the aid of Barron’s, we are an independent, countrywide fiduciary legally obligated to usually act in the excellent hobby of our clients.*

Mercer Advisors provides a wonderful work surroundings that stands out in the economic industry. Our normal worker base and client-facing group are composed of 50% women, reflecting our dedication to diversity. We entice top Genius from throughout the country, with no formal headquarters and bendy working arrangements, permitting us to collect the nice crew possible.

Join us and be a phase of a group committed to making a significant have an effect on on the economic lives of households throughout the country.

Mercer Advisors used to be ranked #1 for RIA corporations with up to $70 billion in assets. The Barron’s pinnacle RIA rating is primarily based on a mixture of metrics – together with size, growth, carrier quality, technology, succession planning and others. No rate was once paid for participation in the ranking, however, Mercer Advisors has paid a charge to Barron’s to use the rating in marketing. Please see vital statistics about the rating standards methodology here.

Job Summary

As a Wealth Management intern, you will work collaboratively with fellow colleagues at Mercer Advisors to supply and make sure the easiest stage of carrier and tremendous ride for our clients. Applicants need to have robust verbal and written verbal exchange abilities with a history and/or an hobby in patron service, monetary planning and/or sales. The profitable applicant will be cozy with a patron going through position and talking on the phone. Your 10-week lengthy summer season internship will be crammed with possibilities for expert development, mentorship, the hazard to follow coursework to real-world experiences, and some fun, too!

Essential Job Functions

Assist with purchaser carrier requests and exceptional tasks putting the absolute best precedence on purchaser satisfaction.
Utilize the Contact Relationship Management gadget to music purchaser records and data.
Support the group with administrative duties as needed.
Act as an onsite committed carrier partner on a broad vary of consumer issues.
Research and get to the bottom of consumer issues in cooperation with nearby and centralized teams.
Adhere to all compliance/risk techniques and comply with company and enterprise protocols.
Ensure that all paperwork, coverage and processes for consumer requests have been adhered to fulfill company-wide requirements.
Assist Director in performing day by day key things to do for the neighborhood office(s).
Contribute to a fine and empowering surroundings throughout teams.
Other responsibilities as needed.

Required Knowledge, Skills And Abilities

Must be enrolled in a Bachelor’s (as a rising Junior or Senior) or Master’s program.
Strong analytical and problem-solving skills.
Excellent verbal exchange and interpersonal skills.
Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).
Ability to work independently and as section of a team.
High stage of integrity and professionalism. Interest and/or ardour for improvement of economic offerings enterprise knowledge.

Working Conditions

Professional workplace environment, daylight hours hours, working inside, standing, and sitting, will be assigned to a workstation.

Work Schedule: Full-time in office – Monday via Friday, 8:00AM to 5:00PM

Rate: $20/hr.

Benefits

Mercer Advisors affords a aggressive and sturdy advantage package deal to our employees. Our gain applications are targeted on assembly all of our personnel and their eligible dependents fitness and welfare needs. We provide the following:

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 clinical plans choices which includes two High Deductible Health Plans and a Traditional Co-Pay scientific plan.
Health Savings Account (HSA) with enterprise contributions on a per pay duration foundation if enrolled in both HDHP clinical plan.
Two complete Dental Plans
Vision Insurance Plan
Dependent Care Savings Account for infant and structured care.
14 Company Paid Holidays with a full week off at Thanksgiving.
Generous paid time off software for holiday and unwell days
Employee Assistance Plan
Family Medical Leave
Paid Parental Leave (6 weeks)
Maternity advantages utilising agency paid STD, any supplemental STD, plus Parental Leave (6 weeks) to supply time for recovery, toddler bonding, and taking part in your household time.
Adoption Assistance Reimbursement Program
Company Paid Concierge Services for you and your cherished ones for the spectrum of caring wishes for your growing old parents, younger children, life’s challenges and more.
401(k) Retirement Plan with each Traditional and Roth plans with per pay duration match
Pet Insurance

We are no longer accepting unsolicited resumes from organizations and/or search companies for this job posting.

Mercer Advisors presents equal employment probability to all candidates and personnel besides regard to age, color, disability, gender, marital status, countrywide origin, race, religion, sexual orientation, gender identification and expression, bodily or intellectual disability, genetic predisposition or service status, or any different attribute blanketed by means of regulation in accordance with all relevant federal, state, and neighborhood laws. Mercer Advisors presents equal employment chance in all factors of employment and employee relations, inclusive of recruitment, hiring, coaching and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all different terms, conditions, and privileges of employment in accordance with relevant federal, state, and nearby laws.

If you want an lodging in search of employment with Mercer Advisors, please e-mail PeopleTeam@MercerAdvisors.com. This e-mail is for lodging requests only. Accommodations are made on a case-by-case basis.

Applicants Have Rights Under Federal Employment Laws

Family and Medical Leave Act (FMLA)
Employee Polygraph Protection Act (EPPA)
Equal Employment Opportunity (EEO)

U.S. Federal regulation requires all employers to confirm the identification and employment eligibility of all individuals employed to work in the United States. Mercer Advisors take part in E-Verify to verify work authorization.

E-Verify
Right to Work

If you are a resident of California, study extra about Mercer’s California Consumer Privacy Policy here.

Apply here