Mercer Advisors
Mercer Advisors Benefits Overview
Compensation + Benefits
Offers 401(K)
Offers life insurance
Offers accidental death & dismemberment insurance
Offers disability insurance
Offers supplemental life insurance
Offers company equity
Offers employee discounts
Offers performance bonuses
Offers dental insurance
Offers vision insurance
Offers health insurance
Offers Health Savings Account (HSA)
Provides family medical leave
Offers generous parental leave
Work-Life Balance + Wellbeing
Offers company-sponsored outings
Offers an Employee Assistance Program (EAP)
Offers generous PTO
Provides paid sick days
Provides paid holidays
Provides bereavement leave
Career Growth + Development
Provides customized development tracks
Job training & conferences
Provides tuition assistance
Company Culture
Offers a remote work program
Provides a mobile phone discount
Recently posted jobs
Financial Services
Supports client service requests, researches and resolves client concerns, maintains client information in a CRM, completes administrative tasks, and assists with special projects. The intern works with local and centralized teams, follows compliance and risk procedures, ensures documentation requirements are met, and contributes to a positive client experience. This is a 10-week, full-time, in-office internship focused on professional development, mentorship, and financial services experience.
Financial Services
Prepare comprehensive personal financial plans covering investments, retirement, Social Security, education funding, estate planning, taxes, insurance, and risk management. Analyze client documents and data using financial planning software, Excel, CRM, and portfolio tools. Collaborate with advisors, sales teams, and internal specialists to develop tailored recommendations, maintain accuracy, support client delivery, and improve workflows. This entry-level role requires CFP coursework, strong analytical and organizational skills, and client confidentiality.
Financial Services
The Wealth Advisor manages relationships with affluent clients, identifies financial goals, analyzes their financial situations, and develops comprehensive recommendations covering investments, tax, estate planning, and insurance. The role focuses on client retention, fiduciary service, regulatory compliance, portfolio analysis, and communicating complex financial solutions. Advisors collaborate with internal specialists and may support practice growth through referrals. The position requires hybrid work and up to 20% travel for client meetings and training.
