Financial Planning Intern: Client-Facing & Growth

Mariner; Boston (MA); On-site; USD 28,000 - 34,000; Full time

Job summary

Mariner seeks an Intern in Financial Planning to support advisors in holistic planning and client relationship tasks. This role offers hands-on experience with onboarding, meeting prep, and plan delivery in a high-net-worth client environment.

The position emphasizes developing advisory, consultative, communication, and EQ skills while assisting with data entry, model building, and CRM activities. Candidates should be pursuing a degree with an expected graduation within 12 months and show

Qualifications

• Pursuing a bachelor’s or master’s degree with graduation within 12 months.
• Demonstrated leadership through work or extracurricular activities.
• Major in wealth management, financial planning, or finance.
• Interest in client-facing advisory with focus on business development.

Responsibilities

• Support client onboarding by preparing and processing necessary paperwork.
• Assist in scheduling client meetings and developing materials to explain financial concepts.
• Observe client meetings to learn relationship-building and problem-solving.
• Participate in client meeting follow-up tasks including documentation, research, and solution development.
• Contribute ideas to improve 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 on special projects and client service initiatives.

Skills

Customer service orientation

Organizational skills

Detail-oriented

Team collaboration

Communication skills

Explain financial concepts clearly

Curiosity about financial markets

MS Word & Excel

Education

Pursuing bachelor’s or master’s degree

Leadership experience

Major in wealth management/financial planning/finance

Interest in client-facing advisory career

Tools

CRM systems

Microsoft Excel

Microsoft Word

Job description

Mariner seeks an Intern in Financial Planning to support advisors in holistic planning and client relationship tasks. This role offers hands-on experience with onboarding, meeting prep, and plan delivery in a high-net-worth client environment.

The position emphasizes developing advisory, consultative, communication, and EQ skills while assisting with data entry, model building, and CRM activities. Candidates should be pursuing a degree with an expected graduation within 12 months and show