Wealth Management BD Intern - Summer 2026 (Remote)

Mariner Holdings; Overland Park (KS); Remote; USD 22,730 - 32,373; Full time

Job summary

A financial services firm is offering a Business Development Intern position for Summer 2026, focusing on client acquisition and relationship management. Interns will gain hands-on experience in a client-first advisory model, assist with new client research, and learn best practices in a supportive environment. The role requires a related degree pursuit and offers $20 per hour. This position is remote and embraces professional development opportunities.

Qualifications

• Pursuing a bachelor’s or master’s degree with graduation expected by Dec 2026 or May 2027.

Responsibilities

• Learn how to explain the firm’s mission, investment philosophy, and client experience.
• Assist with identifying, researching, and qualifying prospective clients.
• Create presentation materials and proposals.
• Participate in meetings and strategy discussions.
• Conduct market research.
• Observe professionals to learn best practices.
• Use Mariner’s CRM system to track outreach.
• Work with teams to ensure a consistent client experience.

Skills

Proficiency in Microsoft Excel and data management tools

Strong attention to detail and accuracy

Basic understanding of investments and portfolio performance

Analytical and problem-solving abilities

Effective communication and teamwork

Ability to manage multiple tasks and meet deadlines

Education

Pursuing a bachelor’s or master’s degree

Job description

A financial services firm is offering a Business Development Intern position for Summer 2026, focusing on client acquisition and relationship management. Interns will gain hands-on experience in a client-first advisory model, assist with new client research, and learn best practices in a supportive environment. The role requires a related degree pursuit and offers $20 per hour. This position is remote and embraces professional development opportunities.