Client Experience Intern, Financial Planning

Mariner; Oakbrook Terrace (IL); On-site; USD 25,000 - 33,000; Full time

Job summary

Mariner in Oak Brook Terrace, IL is seeking an Intern, Financial Planning to support advisors in holistic planning, onboarding, meeting prep, and client experience. You will gain hands-on exposure to wealth management processes and develop foundational advisory, communication, and relationship skills.

This internship emphasizes data entry, plan modeling, document preparation, and teamwork on special projects.

Qualifications

• Pursuing a bachelor’s or master’s degree with expected graduation within 12 months of start date.
• Demonstrated leadership experience through work or extracurricular activities.
• Interest in pursuing a client-facing advisory career with focus on business development and relationship management.

Responsibilities

• Support client onboarding by preparing and processing necessary paperwork.
• Assist in scheduling client meetings and developing clear, engaging materials to explain financial concepts.
• Observe client meetings to gain experience in how advisors build relationships and solve client challenges.
• Participate in client meeting follow-up tasks including documentation, research, and solution development.
• Contribute ideas during team discussions on improving client service and business development opportunities.
• Support client service activities, including account maintenance and money movement processes.
• Use financial planning and CRM software to assist with plan development and data management.
• Assist with data entry, plan modeling, and compiling plan deliverables.
• Collaborate with team members on special projects and client service initiatives.

Skills

Customer service

Organizational skills

Communication

Attention to detail

Team collaboration

Financial concepts

Education

Pursuing bachelor’s or master’s degree

Major in wealth management/ finance/ related field

Tools

CRM systems

Microsoft Word

Excel

Job description

Mariner in Oak Brook Terrace, IL is seeking an Intern, Financial Planning to support advisors in holistic planning, onboarding, meeting prep, and client experience. You will gain hands-on exposure to wealth management processes and develop foundational advisory, communication, and relationship skills.

This internship emphasizes data entry, plan modeling, document preparation, and teamwork on special projects.