About the role#
The Financial Planning Intern will work with our staff to support high net worth clients through holistic financial planning and relationship management. This role provides hands-on experience in advisory, consultative, and business development skills. You will assist advisors with client onboarding, meeting preparation, and the creation of financial plans to deliver a high-quality client experience.
What you'll do#
- Support client onboarding by preparing and processing paperwork.
- Schedule client meetings and create clear, engaging materials to explain financial concepts.
- Observe client meetings to gain experience in how advisors build relationships and solve challenges.
- Participate in meeting follow-up tasks such as research, documentation, and solution development.
- Contribute ideas during team discussions regarding client service and business development.
- Support account maintenance and money movement processes.
- Use financial planning and CRM software for data management and plan development.
- Assist with data entry, plan modeling, and compiling plan deliverables.
- Collaborate with team members on special projects and service initiatives.
What you'll need#
- Pursuing a bachelor or master degree with an expected graduation date within 12 months.
- Major in wealth management, financial planning, finance, or a related field.
- Demonstrated leadership experience through work or extracurricular activities.
- Interest in a client-facing advisory career.
- Strong customer service orientation and organizational skills.
- Detail-oriented approach with solid analytical and problem-solving abilities.
- Ability to communicate complex topics in a simple, relatable way.
- Curiosity about financial markets, planning strategies, and client motivations.
- Proficiency in Microsoft Word and Excel, plus a willingness to learn new planning tools and CRM systems.
Location & details#
- Location: Houston, Texas.
- Modality: On-site.
- Compensation: $25 per hour.
- Employment type: Full-time intern.
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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