Financial Planning Group Summer Intern

3 weeks ago

Santa Barbara, United States Mercer Advisors Full time
Why Work at Mercer Advisors?

For nearly 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:

As an intern of the Financial Planning Group, you will have the opportunity to attend client meetings with various advisors across the country and learn the role and responsibility of a financial planning analyst at our firm.

The FPG Intern will learn to create comprehensive financial planning analysis, attend client meetings, and document meeting discussions.

Our advisor teams work to ensure the highest level of service and positive experience for our clients. Applicants should have strong verbal and written communication skills with background and/or interest in client service, financial planning and/or sales. Individuals must be able to work in a dynamic, fast-paced environment and be comfortable with a client facing role and working on the phone.

The Internship will have a Leadership Mentor to provide an opportunity to discuss career and industry education.

Essential Job Functions for the Internship will include:

  • Attending client meetings to observe, take detailed client notes, and capture actionable items for follow up.
  • Enter notes into our Contact Relationship Management system to track client information and data
  • Prepare and update financial plans using eMoney and proprietary tools
  • Adhere to all compliance/risk procedures and follows corporate and industry protocols
  • Other duties as needed

Competencies:

  • Eagerness to learn
  • Strong analytical skills and ability to interpret
  • Self-motivated
  • Communication Skills (written and verbal)

Required Knowledge, Ability and Skills:

  • High school diploma or equivalent required
  • Enrolled in an accredited bachelor’s degree program (industry related discipline preferred)
  • Excellent analytical, decision-making, problem-solving, teamwork, and time management skills while maintaining an attention for detail
  • Interest and/or passion for development of financial services industry knowledge
  • Proficiency with Microsoft Office programs including Word, Excel, Outlook and PowerPoint
  • Strong communications skills (written/verbal) and professionalism
  • Ability to work independently and remain flexible as priorities change

Work Schedule

Daytime Hours

Salary

The compensation for this role is $20/hour.

Location

We have a preference for a Hybrid role out of Santa Barbara, CA but open to fully remote as well.

Duration

The internship will be 10 weeks long. We are looking for an intern to start with us during the 2025 Summer semester.

Working Conditions

Professional office environment. Working inside, siting, standing. Will be assigned to a work station.

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