About the role#
As a summer 2027 intern at Mercer Advisors, you will work with colleagues to provide service and support to our clients. This 10-week program focuses on professional development and mentorship, allowing you to apply your academic coursework to real-world financial services tasks. This is a full-time, on-site position.
What you'll do#
- Assist with client service requests and special projects.
- Track client information using the Contact Relationship Management system.
- Support the team with daily administrative tasks.
- Act as an on-site service associate to help address a range of client issues.
- Research and resolve client concerns by working with local and centralized teams.
- Ensure all paperwork, policies, and procedures are followed.
- Adhere to compliance and risk management protocols.
- Contribute to a positive and professional team environment.
What you'll need#
- Enrollment in a Bachelor's (rising Junior or Senior) or Master's program.
- Academic background in Finance, Economics, Accounting, or Business Administration.
- Proficiency in Microsoft Office Suite, specifically Excel, Word, and PowerPoint.
- Strong analytical, problem-solving, and interpersonal skills.
- Ability to work both independently and as part of a team.
- High level of integrity and professional conduct.
- Genuine interest in developing knowledge of the financial services industry.
Location & details#
- Locations: Boston, MA; Charleston, SC; Grand Rapids, MI; Hunt Valley, MD; Irvine, CA; Lexington, KY; Louisville, KY; New York, NY.
- Modality: Full-time, on-site (Monday through Friday, 8:00 AM to 5:00 PM).
- Compensation: Paid internship ($17-$20 per hour).
- Sponsorship: Not provided.
About Mercer Advisors
Mercer Advisors is a financial services firm based in Denver, Colorado. Founded in 1985, the company provides wealth management services to families across the United States. It integrates financial planning, investment management, tax services, estate planning, and insurance into a single practice. The firm operates as a privately held entity with 501 to 1,000 employees.
How to get in at Mercer Advisors
Applying early gives you a distinct advantage at Mercer Advisors, as recruiters often review the first wave of candidates before the applicant pool becomes unmanageable. Intern Insider sends an instant alert the moment a role matching your target is published, helping you submit your application among the first. This timing ensures your profile is seen while the team is still actively building their shortlist. You can also improve your response rates by reaching out to the recruiters behind these roles directly to ask about the position or a referral. Intern Insider surfaces the specific contacts responsible for hiring at Mercer Advisors, allowing you to bypass the general queue and connect with the people who make the final decisions.
