Wealth Planning Intern: Learn Advisory Skills & Client Support

Mariner; Bloomington (IN); On-site; USD 2,066,000 - 3,444,000; Full time

Job summary

Mariner is offering an Internship in Financial Planning to support advisors with client onboarding, meeting preparation, and the creation of financial plans. The role provides exposure to holistic financial planning, relationship management, and the delivery of exceptional client experiences.

You will gain hands-on experience in data management, plan modeling, and collaboration on client-service initiatives while developing foundational advisory skills and business development capabilities.

Qualifications

• Pursuing a bachelor’s or master’s degree with expected graduation within 12 months of start.
• Demonstrated leadership through work or extracurricular activities.

Responsibilities

• Assist in client onboarding by preparing and processing necessary paperwork.
• Help schedule client meetings and develop materials to explain financial concepts.
• Observe client meetings to learn how advisors build relationships.
• Participate in follow-up tasks including documentation and research.
• Contribute ideas to improve client service and business development.

Skills

Customer service

Organizational skills

Communication

Team collaboration

Analytical thinking

Written/verbal communication

Education

Pursuing degree (Bachelors or Masters)

Finance/wealth management focus

Tools

Microsoft Word

Excel

CRM systems

Job description

Mariner is offering an Internship in Financial Planning to support advisors with client onboarding, meeting preparation, and the creation of financial plans. The role provides exposure to holistic financial planning, relationship management, and the delivery of exceptional client experiences.

You will gain hands-on experience in data management, plan modeling, and collaboration on client-service initiatives while developing foundational advisory skills and business development capabilities.