Finance Planning Intern: Learn Wealth Advisory Skills

Mariner; Pittsburgh (Allegheny County); On-site; USD 21,000 - 30,000; Part time

Job summary

Mariner is seeking an Intern in Financial Planning to support advisory staff with holistic financial planning, client onboarding, meeting prep, and delivering excellent client experiences.

The role offers hands-on experience in client service, data management, CRM usage, and plan development while building foundational advisory and relationship skills for a future client-facing career.

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

• Prepare and process onboarding paperwork for clients
• Schedule client meetings and create engaging materials to explain financial concepts
• Observe client meetings to learn relationship-building techniques
• Support meeting follow-up tasks including documentation and research
• Assist with data entry, plan modeling, and deliverables
• Contribute ideas to team discussions on improving client service and business development opportunities

Skills

Customer service

Organizational skills

Analytical skills

Written communication

Verbal communication

Learning mindset

Education

Bachelor's or Master's in progress

Major in wealth management/finance

Tools

Microsoft Word

Excel

CRM systems

Financial planning tools

Job description

Mariner is seeking an Intern in Financial Planning to support advisory staff with holistic financial planning, client onboarding, meeting prep, and delivering excellent client experiences.

The role offers hands-on experience in client service, data management, CRM usage, and plan development while building foundational advisory and relationship skills for a future client-facing career.