Financial Planning Intern: Client Experience & Onboarding

Mariner Wealth Advisors; Omaha (NE); On-site; USD 2,066,000 - 3,031,000; Part time

Job summary

Mariner Wealth Advisors in Omaha, NE is seeking an Intern, Financial Planning to support our advisory team through client onboarding, meeting preparation and the creation of financial plans, delivering exceptional client service.

The role offers hands-on experience with financial planning software, CRM systems, and data analysis, developing foundational advisory and communication skills for a future client-facing career.

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 to gain firsthand experience in client relationship building.
• 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

Detail oriented

Communication

Simplifying complex topics

Learning mindset

Microsoft Word & Excel

Education

Bachelor/Master in progress

Wealth management/finance related

Tools

CRM software

Microsoft Excel

Microsoft Word

Job description

Mariner Wealth Advisors in Omaha, NE is seeking an Intern, Financial Planning to support our advisory team through client onboarding, meeting preparation and the creation of financial plans, delivering exceptional client service.

The role offers hands-on experience with financial planning software, CRM systems, and data analysis, developing foundational advisory and communication skills for a future client-facing career.