Wealth Planning Intern: Client Onboarding & Support

Mariner Wealth Advisors; Destin (FL); Hybrid; USD 21,000 - 30,000; Part time

Job summary

Mariner Wealth Advisors is seeking an Intern, Financial Planning to assist staff in servicing high net worth clients through holistic financial planning and strong client relationships. You will develop advisory skills by supporting onboarding, meeting preparation, and creating financial plans to enhance client experience.

The role offers exposure to planning strategies, data management, and collaboration within a professional office environment, with growth opportunities in business development.

Qualifications

• Enrolled in a bachelor’s or master’s degree with graduation within 12 months.
• Demonstrated leadership through work or extracurricular activities.
• Major in wealth management, financial planning, finance, or a related field.
• Interest in pursuing a client-facing advisory career with business development focus.

Responsibilities

• Assist in onboarding clients and preparing paperwork.
• Develop clear, engaging materials to explain financial concepts for client meetings.
• Observe client meetings to learn relationship-building approaches.
• Support post-meeting follow-up including documentation and research.
• Contribute ideas to improve client service and business development.
• Assist with data entry, plan modeling, and plan deliverables.
• Collaborate on special projects and client service initiatives.

Skills

Customer service

Organizational skills

Detail oriented

Written/verbal communication

Analytical/problem solving

Excel

CRM systems

Willing to learn planning tools

Education

Bachelor's or Master's degree in progress

Wealth management/financial planning preferred

Tools

CRM software

Financial planning tools

Job description

Mariner Wealth Advisors is seeking an Intern, Financial Planning to assist staff in servicing high net worth clients through holistic financial planning and strong client relationships. You will develop advisory skills by supporting onboarding, meeting preparation, and creating financial plans to enhance client experience.

The role offers exposure to planning strategies, data management, and collaboration within a professional office environment, with growth opportunities in business development.