About the role#
The Financial Planning Intern supports our staff in servicing high net worth clients. You will gain hands-on experience in advisory, consulting, and business development. This role focuses on client onboarding, meeting preparation, and the creation of financial plans to deliver a high level of service.
What you'll do#
- Prepare and process paperwork for client onboarding.
- Schedule client meetings and create materials to explain financial concepts.
- Observe client meetings to learn how advisors build relationships and solve challenges.
- Perform follow-up tasks such as research, documentation, and solution development.
- Assist with account maintenance, money movement, data entry, and plan modeling.
- Use financial planning and CRM software to manage data and compile deliverables.
- Share ideas during team discussions regarding client service and business development.
- Collaborate on special projects and client service initiatives.
What you'll need#
- Current enrollment in a bachelor or master degree program with an expected graduation date within 12 months.
- A major in wealth management, financial planning, finance, business administration, or a related field.
- Leadership experience from work or extracurricular activities.
- Interest in a client-facing advisory career.
- Strong customer service orientation and organizational skills.
- Ability to communicate complex topics in a simple, relatable way.
- Detail-oriented approach with analytical and problem-solving abilities.
- Proficiency in Microsoft Word and Excel.
- Curiosity about financial markets, planning strategies, and client motivations.
Location & details#
- Location: McMinnville, Oregon.
- Work Modality: On-site.
- Employment Type: Full-time internship.
- Compensation: Paid position.
- Term: Rolling.
About Mariner
Mariner was an IT services and consulting firm based in Charlotte, North Carolina. Founded in 1998, the company operated until 2022. It provided technology solutions to clients across North America in sectors including finance, healthcare, and manufacturing. The firm specialized in business intelligence, data analytics, and AI-based computer vision products.
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