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.
What you'll do#
- Support client onboarding by preparing and processing paperwork.
- Assist in scheduling meetings and creating materials to explain financial concepts.
- Observe client meetings to learn how advisors build relationships and solve challenges.
- Perform follow-up tasks such as documentation, research, and solution development.
- Support account maintenance and money movement processes.
- Use financial planning and CRM software to assist with data management and plan modeling.
- Compile plan deliverables and contribute ideas during team discussions.
- Collaborate on special projects and client service initiatives.
What you'll need#
- Pursuing a bachelor or master degree with an expected graduation date within 12 months.
- Demonstrated leadership through work or extracurricular activities.
- Major in wealth management, financial planning, finance, or a related field is preferred.
- Interest in a client-facing advisory career with a focus on relationship management.
- Strong customer service orientation and excellent time management skills.
- Detail-oriented approach with solid analytical and problem-solving abilities.
- Ability to communicate complex topics in a simple, relatable way.
- Proficient in Microsoft Word and Excel.
- Willingness to learn financial planning tools and CRM systems.
Location & details#
- Location: Sarasota, Florida
- Work Modality: On-site
- Compensation: $22 per hour
- 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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