Finance Planning Intern — Client Advisory

mariner-careers

Brentwood (MO)

On-site

USD 12,000 - 18,000

Full time

14 days+

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Job summary

Mariner Careers is seeking an Intern in Financial Planning to assist staff in servicing high net worth clients through holistic planning and client relationship support. The role provides hands-on experience with onboarding, meeting preparation, and the creation of financial plans, aimed at delivering exceptional client experiences.

You will help with paperwork, meeting scheduling, materials that explain financial concepts, and follow-up tasks.

Qualifications

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 a related field
Interest in pursuing a client-facing advisory career, with a 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 (where appropriate) to gain firsthand 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.