Wealth Management Team Intern at Mercer Advisors

As a Wealth Management Team Intern at Mercer Advisors, you will gain hands-on experience in a dynamic financial planning environment. This internship is designed to provide a comprehensive understanding of wealth management, client services, and the operational aspects of a leading Registered Investment Adviser (RIA). You will work closely with experienced professionals, supporting them in client interactions, market research, and the development of financial plans. This role offers a unique opportunity to learn about fiduciary responsibilities, investment strategies, and the importance of building long-term client relationships. The internship will involve exposure to various facets of wealth management, including portfolio analysis, financial plan creation, and client communication. You will contribute to a team dedicated to helping families achieve their financial goals, aligning with Mercer Advisors' mission of providing Economic Freedom™. This role is ideal for individuals looking to build a foundational knowledge in wealth management and explore a career path in financial services, emphasizing a client-centric and values-driven approach.