Intern, Financial Planning Group at Mercer Advisors

, , United States -

Full Time

Start Date

Immediate

Expiry Date

19 Feb, 26

Salary

20.0

Posted On

21 Nov, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Planning, Client Service, Sales, Communication Skills, Detail Oriented, Analytical Skills, Microsoft Office, Teamwork, Time Management, Problem Solving, Self-Motivated, Data Entry, Eagerness to Learn

Industry

Financial Services

Description

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. 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. Job Summary: As an intern of the Financial Planning Group, you will have the opportunity to construct financial plans using a variety of financial planning tools and software. You will get exposure to team members across the country and learn the role and responsibility of a financial planner at our firm. Our advisor teams work to 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. Individuals should be detail oriented, and must be able to work in a dynamic, fast-paced environment. Interns should be comfortable with a client facing role and interfacing with team members utilizing Microsoft Teams. The Internship will have a Leadership Mentor to provide an opportunity to discuss career and industry education. Essential Job Functions for the Internship will include: Prepare and update financial plans using eMoney and proprietary tools Adhere to all compliance/risk procedures and follows corporate and industry protocols Other duties as needed Competencies: Eagerness to learn Detail oriented and careful with data entry Strong analytical skills and ability to interpret Self-motivated Communication Skills (written and verbal) Required Knowledge, Ability and Skills: Enrolled in an accredited bachelor’s degree program (industry related discipline preferred) Excellent analytical, decision-making, problem-solving, teamwork, and time management skills while maintaining attention to 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 Work Schedule Daytime Hours Salary The compensation for this role is $20/hour. Location We have a preference for a Hybrid role Duration The internship will be 10 weeks long. Working Conditions Professional office environment. Working inside, siting, standing. Will be assigned to a work station. Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all 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&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan. Two comprehensive Dental Plans Vision Insurance Plan Dependent Care Savings Account for child and dependent care. 14 Company Paid Holidays with 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 (6 weeks) 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. Adoption Assistance Reimbursement Program 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. 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Pet Insurance 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. If you need an accommodation seeking employment with Mercer Advisors, please email PeopleTeam@MercerAdvisors.com. This email is for accommodation 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 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. E-Verify Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Responsibilities

Interns will prepare and update financial plans using various financial planning tools and software. They will also adhere to compliance procedures and assist with other duties as needed.