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Mercer Advisors

Wealth Enablement Intern

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Hiring Remotely in USA
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Remote
Hiring Remotely in USA
Internship
The Wealth Enablement Intern will support the WME team by developing training materials, organizing content, testing new processes, and collaborating on improving advisor resources. This role provides exposure to financial services enablement strategies while assisting in enhancing client experiences.
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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

The Wealth Enablement Intern will assist the Wealth Management Enablement (WME) team in creating resources and processes that support front-line client-facing employees. This internship offers exposure to training development, knowledge management, and technology adoption initiatives. The intern will contribute to projects that improve advisor onboarding and client experience while learning about enablement strategies in a financial services environment

Essential Job Functions

  • Support the development and maintenance of training materials and knowledge resources
  • Assist with content organization and updates in enablement platforms
  • Participate in testing and feedback activities for new processes and technology enhancements
  • Collaborate with team members to identify opportunities for improving resource accessibility and usability
  • Attend team meetings and shadow enablement activities to gain insight into advisor support strategies

What You’ll Gain

  • Hands-on experience in training content development and knowledge management
  • Exposure to process improvement and technology implementation in wealth management
  • Understanding of enablement strategies that drive advisor productivity and client satisfaction

Qualifications

  • Must be enrolled in a Bachelors (as a rising Sophomore, Junior, or Senior) or Master’s program
  • Strong attention to detail and organizational skills
  • Proficiency in Microsoft Office Suite and MS Teams
  • Interest in learning about wealth management and client experience

Work Schedule 

8:00am to 5:00pm local office time

Working Conditions

 Professional office environment. Working inside, sitting, standing. Will be assigned to a workstation.

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 [email protected]. 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

Top Skills

Microsoft Office Suite
Ms Teams

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