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
Build relationships with prospective wealth management clients, understand their financial needs, present tailored Mercer Advisors solutions, and manage the sales pipeline from initial engagement through conversion. The role requires strong financial services expertise, client relationship development, CRM proficiency, sales leadership, organization, and the ability to drive growth in a high-volume environment.
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
Serve as a client-facing Relationship Manager I supporting Wealth Advisors by ensuring consistent service delivery, managing client workflows, resolving issues, driving client follow-up, tracking service KPIs, supporting client segmentation and onboarding, and identifying growth and retention opportunities to improve advisor practice performance.
