Intern, Financial Planning

Mariner

Sandy Springs, GA

On-siteCareer-pivot friendly

Who this role is best for

Best suited to candidates pursuing a client-facing advisory career with a focus on business development, working in financial planning and wealth management.

Best fit for

Candidates with a background in wealth management or finance and an interest in client relationship development
— “Interest in pursuing a client-facing advisory career, with a focus on business development and relationship management.”
Individuals seeking hands-on experience in financial planning and client service processes
— “This position provides the opportunity to develop foundational advisory, consultative, communication and EQ, and business development skills through hands-on experience.”
Students nearing graduation with leadership experience and strong organizational skills
— “Pursuing a bachelor’s or master’s degree with an expected graduation date within 12 months of the start of the internship.”

Things to consider

No remote flexibility implied, as the role requires in-office work in Sandy Springs, GA.
— “This job operates in a professional office environment.”
Candidates must be prepared to work within a structured client service framework.
— “Support client onboarding by preparing and processing necessary paperwork.”

How to stand out

Highlight experience in client communication and financial concept simplification in your resume.
— “Ability to communicate complex topics in a simple, relatable way.”
Emphasize your leadership experience and how it aligns with team collaboration.
— “Demonstrated leadership experience through work or extracurricular activities.”
Showcase your proficiency in Excel and willingness to learn financial planning tools.
— “Proficient in Microsoft Word and Excel, with a willingness to learn financial planning tools and CRM systems.”
Demonstrate your curiosity about financial markets and client motivations in your interview responses.
— “Curiosity and eagerness to learn about financial markets, planning strategies, and client motivations and decision-making.”
Frame your ability to contribute ideas in group settings as a strength in your application.
— “Comfortable contributing ideas in group settings.”

Pace · SteadyCollaboration · HighAutonomy · MediumDecision Impact · Individual

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

Support client onboarding
Assist in scheduling client meetings
Participate in client meeting follow-up tasks
Contribute ideas during team discussions
Support client service activities

Typical background

Pursuing a bachelor’s or master’s degree with an expected graduation date within 12 months of the start of the internshipDemonstrated leadership experience through work or extracurricular activities

Skills & requirements

Required

Client OnboardingMeeting PreparationClient Relationship SupportFinancial PlanningCRM SoftwareData EntryPlan ModelingClient Service ActivitiesAccount MaintenanceMoney Movement Processes

Preferred

Major In Wealth Management, Financial Planning, FinanceInterest In Pursuing A Client-facing Advisory Career

Stack & domain

Financial PlanningClient Relationship SupportClient OnboardingMeeting PreparationFinancial ConceptsClient MeetingsClient Service ActivitiesAccount MaintenanceMoney Movement ProcessesFinancial Planning SoftwareCRM SoftwarePlan DevelopmentData ManagementData EntryPlan ModelingPlan DeliverablesSpecial ProjectsClient Service InitiativesCustomer ServiceOrganizationTime ManagementDetail-orientedAnalyticalProblem-solvingCommunicationCuriosityLearningFinancial MarketsPlanning StrategiesClient MotivationsDecision-makingTeamworkClient ServiceAdvisoryConsultativeBusiness Development

About the role

Original posting from Mariner via Ashby

JOB SUMMARY:
The Intern, Financial Planning will assist our staff members in servicing high net worth and ultra high net worth clients through holistic financial planning and client relationship support. This position provides the opportunity to develop foundational advisory, consultative, communication and EQ, and business development skills through hands-on experience supporting advisors through client onboarding, meeting preparation, and the creation of financial plans, and delivery of exceptional client experience.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Support client onboarding by preparing and processing necessary paperwork.
Assist in scheduling client meetings and developing clear, engaging materials to explain financial concepts.
Observe client meetings (where appropriate) to gain firsthand experience in how advisors build relationships and solve client challenges.
Participate in client meeting follow-up tasks including documentation, research, and solution development.
Contribute ideas during team discussions on improving client service and business development opportunities.
Support client service activities, including account maintenance and money movement processes.
Use financial planning and CRM software to assist with plan development and data management.
Assist with data entry, plan modeling, and compiling plan deliverables.
Collaborate with team members on special projects and client service initiatives.
REQUIRED EDUCATION AND EXPERIENCE:
Pursuing a bachelor’s or master’s degree with an expected graduation date within 12 months of the start of the internship
Demonstrated leadership experience through work or extracurricular activities
PREFERRED EDUCATION AND EXPERIENCE:
Major in wealth management, financial planning, finance, or a related field.
Interest in pursuing a client-facing advisory career, with a focus on business development and relationship management.
SKILLS:
Strong customer service orientation.
Excellent organizational and time management skills.
Detail-oriented with solid analytical and problem-solving abilities.
Comfortable contributing ideas in group settings.
Clear and professional written and verbal communication.
Ability to communicate complex topics in a simple, relatable way.
Curiosity and eagerness to learn about financial markets, planning strategies, and client motivations and decision-making.
Proficient in Microsoft Word and Excel, with a willingness to learn financial planning tools and CRM systems.
Supervisory Responsibilities:
None
PHYSICAL DEMANDS/REQUIREMENTS:
The physical demands described here are representative of those requirements employees must meet to perform the essential functions of this job with or without reasonable accommodations. While performing job functions the employee is regularly required to sit, stand, write, review and type reports, compile data, operate a pc, communicate, listen, and assess information. The employee may move about the office complex, may travel to other office locations and may lift, push, pull or move 10 - 15 pounds. Visual requirements include distant, close and color vision, and ability to adjust focus.
WORK ENVIRONMENT:
This job operates in a professional office environment. This role routinely uses standard office equipment such as laptop computers, photocopiers and smartphones. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
TRAVEL REQUIREMENT:
None
We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice https://www.marinerwealthadvisors.com/mariner-employee-applicant-privacy-notice/.
EOE M/F/D/V

Source: Mariner careers (Ashby)