Teams at Mercer Advisors

Manages senior financial planning activities, including comprehensive client plans, portfolio and tax analysis, advisor collaboration, client presentations, and implementation support. Supervises, mentors, and reviews financial planners while improving procedures, meeting timelines, maintaining quality standards, and supporting client retention and referrals. Uses eMoney, Orion, Morningstar, Holistiplan, Salesforce, and Microsoft Office tools. Requires CFP certification or S65 with an approved advanced credential, and travel up to 20%.

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.

Provides legal guidance on mergers and acquisitions, contract negotiations, corporate governance, and related matters. Responsibilities include drafting and negotiating agreements, conducting M&A due diligence, advising on legal and regulatory issues, collaborating with business partners, overseeing outside counsel, and monitoring legal developments. The role requires a law degree, bar licensure, and at least four years of legal experience, with M&A expertise required and financial services or securities law experience preferred.