Financial Planning Intern: Learn Advisory & Client Solutions

Mariner Wealth Advisors; Louisville, Northern (KY, KY); Hybrid; USD 25,000 - 33,000; Part time

Job summary

Mariner Wealth Advisors in Louisville, KY offers an Intern, Financial Planning position to support advisors serving high net worth clients. The role focuses on holistic financial planning, onboarding, meeting prep, and delivering quality client experiences.

You'll gain hands-on exposure to client relationships, plan development, data management, and collaboration on team projects while developing advisory, consultative, 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

• Assist in client onboarding paperwork and scheduling meetings.
• Develop materials to explain financial concepts for clients.
• Observe client meetings to learn relationship-building.
• Support post-meeting follow-up, documentation, and research.
• Share ideas to improve client service and business development.
• Support account maintenance and money movement tasks.
• Use planning and CRM software for plan development and data management.
• Assist with data entry, plan modeling, and deliverables.
• Collaborate with teammates on special projects.

Education

Pursuing a bachelor's or master's degree with an expected graduation date within 12 months of the start of the internship

Major in wealth management, financial planning, finance, or related field

Tools

CRM software

Financial planning tools

Microsoft Word

Microsoft Excel

Job description

Mariner Wealth Advisors in Louisville, KY offers an Intern, Financial Planning position to support advisors serving high net worth clients. The role focuses on holistic financial planning, onboarding, meeting prep, and delivering quality client experiences.

You'll gain hands-on exposure to client relationships, plan development, data management, and collaboration on team projects while developing advisory, consultative, and communication skills for a future client-facing career.