Financial Planning Intern: Build Client Relationships

Mariner; Bellevue (WA); On-site; USD 28,000 - 34,000; Full time

Job summary

Mariner in Bellevue, WA is seeking an Intern, Financial Planning to support advisors in developing client-ready financial plans and onboarding new clients. You will create clear materials, participate in meetings, and assist with plan development to deliver exceptional client experiences.

The role emphasizes gaining hands-on advisory and relationship-building skills with mentorship and real-world exposure to wealth management processes.

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 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 experience in relationship-building and problem-solving.
• Participate in client meeting follow-up tasks including documentation, research, and solution development.
• Contribute ideas in 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 on special projects and client service initiatives.

Skills

Customer service

Organizational skills

Attention to detail

Communication skills

Team collaboration

Education

Pursuing Bachelor's or Master's degree

Expected graduation within 12 months

Tools

MS Word

Excel

CRM systems

Financial planning tools

Job description

Mariner in Bellevue, WA is seeking an Intern, Financial Planning to support advisors in developing client-ready financial plans and onboarding new clients. You will create clear materials, participate in meetings, and assist with plan development to deliver exceptional client experiences.

The role emphasizes gaining hands-on advisory and relationship-building skills with mentorship and real-world exposure to wealth management processes.