Finance Planning Intern: Hands-On Wealth & Client Support

Mariner; Rockland (MA); On-site; USD 25,000 - 36,000; Full time

Job summary

Mariner is seeking an Intern, Financial Planning to assist staff in servicing high net worth and ultra high net worth clients through holistic financial planning and client relationship support.

This internship provides hands-on experience supporting advisors with onboarding, meeting preparation, plan development, and delivery of exceptional client experience, while developing advisory, consultative, communication, EQ, and business development skills.

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

Attention to detail

Communication

Financial markets

Education

Bachelor's or Master's candidate

Wealth management focus (preferred)

Tools

Microsoft Word

Microsoft Excel

CRM systems

Job description

Mariner is seeking an Intern, Financial Planning to assist staff in servicing high net worth and ultra high net worth clients through holistic financial planning and client relationship support.

This internship provides hands-on experience supporting advisors with onboarding, meeting preparation, plan development, and delivery of exceptional client experience, while developing advisory, consultative, communication, EQ, and business development skills.