Financial Planning Intern: Client Experience Focus

Mariner Wealth Advisors; Town of Brookfield (WI); Hybrid; USD 21,000 - 30,000; Full time

Job summary

Mariner Wealth Advisors is seeking an Intern, Financial Planning to support advisors in servicing high net worth clients through holistic planning and client relationship activities.

You will assist with onboarding, meeting preparation, plan development, and delivering exceptional client experiences while developing foundational advisory, consultative, and communication skills during hands-on exposure to client onboarding, meetings, and deliverables.

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 and preparing necessary paperwork
• Develop clear, engaging materials to explain financial concepts
• Observe client meetings to learn relationship-building approaches
• Support post-meeting follow-up including documentation and research
• Contribute ideas to improve client service and business development
• Assist with account maintenance and money movement processes
• Use financial planning and CRM software to aid plan development and data management
• Data entry, plan modeling, and compilation of deliverables
• Collaborate on special projects and client service initiatives

Skills

Customer service

Organizational skills

Written & verbal communication

Microsoft Excel

CRM systems

Education

Pursuing bachelor’s or master’s degree

Major in wealth management/finance

Tools

CRM software

Financial planning tools

Job description

Mariner Wealth Advisors is seeking an Intern, Financial Planning to support advisors in servicing high net worth clients through holistic planning and client relationship activities.

You will assist with onboarding, meeting preparation, plan development, and delivering exceptional client experiences while developing foundational advisory, consultative, and communication skills during hands-on exposure to client onboarding, meetings, and deliverables.