Financial Planning Intern: Grow as a Client-Focused Advisor

Mariner; Columbus (OH); On-site; USD 20,000 - 28,000; Full time

Job summary

Mariner Internship for Financial Planning assists advisors with holistic planning, client onboarding, meeting preparation, and documentation. You will gain hands-on experience in client servicing, data management, plan modeling, and delivering financial plans under supervision.

The role targets students pursuing a degree in wealth management or related fields, seeking to develop advisory, communication, and relationship-building skills in a professional setting.

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 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

Customer service

Organization

Analytical thinking

Communication

CRM systems

Excel

MS Word

Education

Pursuing bachelor’s or master’s degree

Wealth management focus (preferred)

Tools

CRM software

Microsoft Excel

Microsoft Word

Job description

Mariner Internship for Financial Planning assists advisors with holistic planning, client onboarding, meeting preparation, and documentation. You will gain hands-on experience in client servicing, data management, plan modeling, and delivering financial plans under supervision.

The role targets students pursuing a degree in wealth management or related fields, seeking to develop advisory, communication, and relationship-building skills in a professional setting.