Wealth Planning Intern: Client Onboarding & Support

Mariner; Plano (TX); On-site; USD 25,000 - 39,000; Full time

Job summary

Mariner is seeking an Intern, Financial Planning to support our team in servicing high net worth and ultra high net worth clients through holistic planning and client relationship support.

This internship provides hands-on experience in onboarding, meeting preparation, and the creation of financial plans, helping develop advisory, consultative, communication, and business development skills while delivering exceptional client service.

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
• Major in wealth management, financial planning, finance, or a related field
• Interest in pursuing a client-facing advisory career, with a focus on business 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 (where appropriate) 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

Organizational skills

Communication skills

Problem-solving

Team collaboration

Written and verbal communication

Education

Bachelor’s or Master’s degree in progress

Major in wealth management or finance

Tools

Microsoft Word

Excel

CRM systems

Financial planning tools

Job description

Mariner is seeking an Intern, Financial Planning to support our team in servicing high net worth and ultra high net worth clients through holistic planning and client relationship support.

This internship provides hands-on experience in onboarding, meeting preparation, and the creation of financial plans, helping develop advisory, consultative, communication, and business development skills while delivering exceptional client service.