Mercer Advisors Summer Internship

Why Work at Mercer Advisors?

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.

Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.

Join us and help families amplify and simplify their financial lives with confidence.

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.

As a Mercer Advisors summer 2027 intern, you will work collaboratively with fellow colleagues at Mercer Advisors to provide and ensure the highest level of service and positive experience for our clients. Applicants should have strong verbal and written communication skills with a background and/or an interest in client service, financial planning and/or sales. The successful applicant will be comfortable with a client facing role and speaking on the phone.

Your 10-week long summer internship will be filled with opportunities for professional development, mentorship, the chance to apply coursework to real-world experiences, and some fun, too!

• Assist with client service requests and special projects placing the highest priority on client satisfaction.
• Utilize the Contact Relationship Management system to track client information and data.
• Support the team with administrative tasks as needed.
• Act as an onsite dedicated service associate on a wide range of client issues.
• Research and resolve client concerns in cooperation with local and centralized teams.
• Adhere to all compliance/risk procedures and follow corporate and industry protocols.
• Ensure that all paperwork, policy and procedures for client requests have been adhered to satisfy company-wide requirements.
• Contribute to a positive and empowering environment across teams.

• Must be enrolled in a Bachelors (as a rising Junior, or Senior) or Master’s program.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).
• Ability to work independently and as part of a team.
• High level of integrity and professionalism.
• Interest and passion for development of financial services industry knowledge.

Full-time in office - Monday through Friday, 8:00AM to 5:00PM

Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation.

The initial Final date to receive applications is 10/31/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to…