Financial Planning Intern: Client Advisory & Plan Crafting

Mariner; Highland Lake (CO); On-site; USD 25,000 - 30,000; Full time

Job summary

Mariner in Colorado is seeking an Intern, Financial Planning to support advisors with onboarding, meeting preparation, and the creation of financial plans for high net worth clients. You will help with documentation, data gathering, and developing clear materials that explain financial concepts.

You will gain hands-on experience using financial planning tools and CRM systems while developing foundational advisory, communication, and relationship-building skills through real client work and team

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

• 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

Attention to detail

Communication

Explain financial concepts

MS Word & Excel

CRM systems

Team collaboration

Learning mindset

Education

Pursuing Bachelor's or Master's degree

Tools

CRM software

Job description

Mariner in Colorado is seeking an Intern, Financial Planning to support advisors with onboarding, meeting preparation, and the creation of financial plans for high net worth clients. You will help with documentation, data gathering, and developing clear materials that explain financial concepts.

You will gain hands-on experience using financial planning tools and CRM systems while developing foundational advisory, communication, and relationship-building skills through real client work and team