Finance Planning Intern - Build Client Advisory Skills

Mariner; Sandy Springs (GA); Presencial; USD 21.000 - 34.000; Jornada completa

Descripción de la vacante

Mariner is seeking an Intern, Financial Planning to assist staff in servicing high net worth clients through holistic financial planning and client relationship support. You will learn advisory skills, be involved in onboarding, meeting prep, and the creation of financial plans while delivering an exceptional client experience.

The role offers exposure to client meetings, documentation, research, and collaboration on projects within a professional office environment, with emphasis on growth,

Formación

• Pursuing a bachelor's or master's degree with an expected graduation date within 12 months of the start of the internship.
• Demonstrated leadership experience through work or extracurricular activities.
• Major in wealth management, financial planning, finance, or related field (preferred).

Responsabilidades

• Support client onboarding by preparing and processing necessary paperwork.
• Assist in scheduling client meetings and developing materials to explain financial concepts.
• Observe client meetings to learn how advisors build relationships.
• Participate in client meeting follow-up tasks including documentation and research.
• Contribute ideas to improve 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.

Conocimientos

Customer service

Organizational skills

Written & verbal communication

Excel

Financial concepts

Educación

Pursuing bachelor’s or master’s degree (within 12 months)

Major in wealth management/finance (preferred)

Herramientas

Microsoft Word

Excel

Descripción del empleo

Mariner is seeking an Intern, Financial Planning to assist staff in servicing high net worth clients through holistic financial planning and client relationship support. You will learn advisory skills, be involved in onboarding, meeting prep, and the creation of financial plans while delivering an exceptional client experience.

The role offers exposure to client meetings, documentation, research, and collaboration on projects within a professional office environment, with emphasis on growth,