Financial Planning Intern: Advisory & Client Support

Mariner; Concord (NH); On-site; USD 29,000 - 40,000; Part time

Job summary

Mariner is seeking an Intern in Financial Planning to assist staff in servicing high net worth clients through holistic financial planning and client relationship support. You will help prepare plans, attend meetings, and contribute to client service initiatives while developing advisory and communication skills.

The role offers hands-on experience supporting advisors with onboarding, meeting prep, and the creation of financial plans, and a strong focus on professional growth in a collaborative

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

• Assist in onboarding clients 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 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 concepts

Team collaboration

Education

Pursuing bachelor’s or master’s degree in wealth management/finance

Tools

Microsoft Word

Excel

CRM software

Job description

Mariner is seeking an Intern in Financial Planning to assist staff in servicing high net worth clients through holistic financial planning and client relationship support. You will help prepare plans, attend meetings, and contribute to client service initiatives while developing advisory and communication skills.

The role offers hands-on experience supporting advisors with onboarding, meeting prep, and the creation of financial plans, and a strong focus on professional growth in a collaborative