Finance Planning Intern: Client Advisory & Plan Support

Mariner; Overland Park (KS); On-site; USD 28,000 - 33,000; Full time

Job summary

Mariner is seeking an Intern, Financial Planning to support advisors in onboarding clients, preparing materials, and scheduling meetings. You will help develop financial plans and deliver an exceptional client experience, while gaining hands-on exposure to relationship-building and advisory concepts.

You will assist with data entry, plan modeling, and documentation, and collaborate on client service initiatives.

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

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 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.

Skills

Customer service

Organizational skills

Time management

Written communication

Verbal communication

Financial concepts

CRM software

Microsoft Word

Excel

Team collaboration

Education

Pursuing bachelor's or master's degree

Wealth management major

Tools

Microsoft Word

Excel

CRM systems

Job description

Mariner is seeking an Intern, Financial Planning to support advisors in onboarding clients, preparing materials, and scheduling meetings. You will help develop financial plans and deliver an exceptional client experience, while gaining hands-on exposure to relationship-building and advisory concepts.

You will assist with data entry, plan modeling, and documentation, and collaborate on client service initiatives.