About the role#
The Financial Planning Intern will support our staff in servicing high net worth and ultra high net worth clients. You will gain hands-on experience in advisory, consultative, and business development skills by supporting advisors with client onboarding, meeting preparation, and the creation of financial plans.
What you'll do#
- Support client onboarding by preparing and processing paperwork.
- Assist with scheduling client meetings and creating materials to explain financial concepts.
- Observe client meetings to learn how advisors build relationships and solve client challenges.
- Participate in meeting follow-up tasks like research, documentation, and solution development.
- Use CRM and financial planning software for data management and plan modeling.
- Help with account maintenance, money movement, and compiling plan deliverables.
- Contribute ideas during team discussions regarding client service and business development.
- Collaborate on special projects and client service initiatives.
What you'll need#
- You are currently pursuing a bachelor’s or master’s degree in finance, wealth management, financial planning, or a related field.
- Expected graduation date is within 12 months of the internship start.
- Demonstrated leadership through work or extracurricular activities.
- A strong interest in a client-facing advisory career.
- Proficiency in Microsoft Word and Excel, with a willingness to learn CRM and financial planning tools.
- Excellent organizational, time management, and communication skills.
- Ability to explain complex topics in a simple way.
- A detail-oriented approach with strong problem-solving abilities.
- A customer service orientation and comfort sharing ideas in group settings.
Location & details#
- Location: Sandy Springs, Georgia.
- Work Modality: On-site.
- Compensation: $25 per hour.
- Term: Rolling.
- Employment: Full-time.
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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