Financial Planning Intern: Build Client Advisory Skills

Mariner Wealth Advisors; Tulsa (OK); On-site; USD 2,066,000 - 2,893,000; Part time

Job summary

Mariner Wealth Advisors is seeking an Intern in Financial Planning to support advisors in holistic client service for high net worth clients. The role develops foundational advisory and relationship skills through onboarding, meeting prep, and the creation of financial plans, while delivering exceptional client experience.

You will assist with data entry, plan modeling, and deliverables, observe client meetings, and collaborate on special projects.

Qualifications

• Pursuing a bachelor's or master's degree with graduation within 12 months of start date.
• Demonstrated leadership experience through work or extracurricular activities.

Responsibilities

• Assist in onboarding by preparing and processing paperwork.
• Develop clear, engaging materials to explain financial concepts for client meetings.
• Observe client meetings to learn advisory relationship-building.
• Support meeting follow-up tasks including documentation, research, and solution development.
• Suggest ideas during team discussions to improve client service and business development.
• Support client service activities, including account maintenance and money movements.
• Use planning and CRM software to aid plan development and data management.

Skills

Customer service

Organization

Time management

Analytical thinking

Communication

Financial concepts

Education

Pursuing Bachelor's or Master's degree

Tools

Microsoft Word

Excel

Job description

Mariner Wealth Advisors is seeking an Intern in Financial Planning to support advisors in holistic client service for high net worth clients. The role develops foundational advisory and relationship skills through onboarding, meeting prep, and the creation of financial plans, while delivering exceptional client experience.

You will assist with data entry, plan modeling, and deliverables, observe client meetings, and collaborate on special projects.