Financial Planning Intern: Client Strategy & Onboarding

Mariner; Brentwood (MO); Hybrid; USD 21,000 - 30,000; Full time

Job summary

Mariner is seeking an Intern in Financial Planning to support advisors who service high net worth clients. You will assist with onboarding, meeting preparation, and the development of financial plans, contributing to a seamless client experience.

This hands-on role offers exposure to relationship management, data analysis, and the use of planning tools and CRM systems, helping you build foundational advisory skills and professional growth in a collaborative office setting in Missouri.

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.
• Interest in pursuing a client-facing advisory career with focus on development and relationship management.

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 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

Strong customer service

Organizational skills

Attention to detail

Written and verbal communication

Explain complex topics simply

Curiosity about markets

MS Word & Excel

Education

Pursuing bachelor’s or master’s degree with 12 months

Demonstrated leadership experience

Tools

CRM systems

Financial planning tools

Microsoft Word

Excel

Job description

Mariner is seeking an Intern in Financial Planning to support advisors who service high net worth clients. You will assist with onboarding, meeting preparation, and the development of financial plans, contributing to a seamless client experience.

This hands-on role offers exposure to relationship management, data analysis, and the use of planning tools and CRM systems, helping you build foundational advisory skills and professional growth in a collaborative office setting in Missouri.