Financial Planning Intern: Client Advisory & Growth

Mariner Wealth Advisors; BLOOMINGTON, Northern (MN, KY); Hybrid; USD 21,000 - 30,000; Full time

Job summary

Mariner Wealth Advisors seeks an Intern, Financial Planning to assist staff in servicing high net worth clients through holistic financial planning and client relationship support. You will gain hands-on experience supporting advisors with onboarding, meeting preparation, and the creation of financial plans.

This internship emphasizes client service, data management, and exposure to planning tools and CRM systems, with opportunities to contribute ideas, observe client meetings, and participate

Qualifications

• Pursuing a bachelor’s or master’s degree with an expected graduation date within 12 months of the start of the internship
• Major in wealth management, financial planning, finance, or a related field
• Interest in pursuing a client-facing advisory career, with a focus on business development and relationship management

Responsibilities

• Support 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 (where appropriate) to gain firsthand experience in 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

Detail-oriented

Communication

Plain language

Curiosity to learn

MS Word

MS Excel

Education

Bachelor's or Master's student

Wealth management major

Client-facing career interest

Tools

CRM systems

Financial planning tools

Microsoft Word

Microsoft Excel

Job description

Mariner Wealth Advisors seeks an Intern, Financial Planning to assist staff in servicing high net worth clients through holistic financial planning and client relationship support. You will gain hands-on experience supporting advisors with onboarding, meeting preparation, and the creation of financial plans.

This internship emphasizes client service, data management, and exposure to planning tools and CRM systems, with opportunities to contribute ideas, observe client meetings, and participate