Wealth Management Team Intern

Confirmed live in the last 24 hours

Mercer Advisors

Compensation

$20/hr

Spokane

On-site

Posted March 26, 2026

Job Description

Why Work at Mercer Advisors?

For 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 a Wealth Management 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!

Essential Job Functions:

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.
Assist Director in performing daily key activities for the local office(s).
Contribute to a positive and empowering environment across teams.
Other duties as needed.

Required Knowledge, Skills and Abilities:

Must be enrolled in a Bachelors (as a rising Sophomore, 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/or passion for development of financial services industry knowledge.

Working Conditions:

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

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

Rate: $20/hr.

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