Financial Planning Intern: Build Client Relationships & Plans

Mariner Wealth Advisors; Brentwood (MO); On-site; USD 30,000 - 36,000; Full time

Job summary

Mariner Wealth Advisors in Brentwood, MO, is offering the Intern, Financial Planning role to assist our staff in servicing high net worth clients through holistic planning and client relationship support.

This position provides the opportunity to develop advisory, consultative, communication and EQ skills through hands-on experience supporting advisors with onboarding, meeting preparation, and the creation of financial plans.

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 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 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

Organization

Communication

Analytical skills

Excel

CRM systems

Education

Finance/Wealth Management major

Tools

Microsoft Word

Excel

CRM software

Job description

Mariner Wealth Advisors in Brentwood, MO, is offering the Intern, Financial Planning role to assist our staff in servicing high net worth clients through holistic planning and client relationship support.

This position provides the opportunity to develop advisory, consultative, communication and EQ skills through hands-on experience supporting advisors with onboarding, meeting preparation, and the creation of financial plans.