Financial Planning Intern — Client-Facing Growth

Mariner Wealth Advisors; Destin (FL); On-site; USD 25,000 - 33,000; Full time

Job summary

Mariner Wealth Advisors in Destin, FL is seeking an Intern, Financial Planning to support advisors in delivering holistic financial planning and exceptional client experience. You will help with client onboarding, meeting prep, plan development, and data entry while developing foundational advisory skills in a collaborative team environment.

The internship provides exposure to relationship management, CRM systems, and financial planning software, with mentors guiding your growth toward a

Qualifications

• Pursuing a bachelor’s or master’s degree with graduation within 12 months of start
• Demonstrated leadership experience through work or extracurricular activities
• Major in wealth management, financial planning, finance, or related field (preferred)

Responsibilities

• Assist in client onboarding by preparing and processing paperwork
• Develop clear, engaging materials to explain financial concepts for client meetings
• Observe client meetings to learn relationship-building and problem solving
• Participate in client meeting follow-up tasks including documentation and research
• Support client service activities including account maintenance and money movement processes
• Use planning and CRM software to assist with plan development and data management
• Assist with data entry, plan modeling, and compiling plan deliverables

Skills

Customer service

Organizational skills

Time management

Attention to detail

Written communication

Verbal communication

Ability to explain complex topics

Curiosity to learn

MS Word & Excel

Education

Bachelor’s or Master’s degree in progress

Leadership experience

Wealth management/finance focus

Tools

CRM systems

Financial planning tools

Microsoft Word

Microsoft Excel

Job description

Mariner Wealth Advisors in Destin, FL is seeking an Intern, Financial Planning to support advisors in delivering holistic financial planning and exceptional client experience. You will help with client onboarding, meeting prep, plan development, and data entry while developing foundational advisory skills in a collaborative team environment.

The internship provides exposure to relationship management, CRM systems, and financial planning software, with mentors guiding your growth toward a