Intern, Financial Planning jobs in United States
cer-icon
Apply on Employer Site
company-logo

Mariner · 4 months ago

Intern, Financial Planning

position5700 W. 112th St., Overland Park, KS, 66211, US
timeInternship
remoteOnsite
seniorityIntern
money$21/hr - $26/hr
workcardStart in 2026 Summer

Mariner is a financial services firm focused on positively impacting the lives of its clients through comprehensive wealth management. The Financial Planning Intern will assist in client service activities, gain experience in financial planning, and support Advisors in onboarding and meeting preparation.

ConsultingFinancial ServicesRisk Management
check
Comp. & BenefitsbadNo H1Bnote

Responsibilities

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
Support client onboarding by preparing and processing necessary paperwork

Qualification

Financial planningCRM softwareMicrosoft WordMicrosoft ExcelCustomer serviceAnalytical skillsOrganizational skillsCommunication skillsTeam collaboration

Required

Pursuing a bachelor's or master's degree with an expected graduation date within 12 months of the start of the internship (May 2026)
Demonstrated leadership experience through work or extracurricular activities
Strong customer service skills
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
Must be authorized to work in the U.S. without current or future employer sponsorship needs
Available full-time during Summer 2026 (8–10 weeks)

Preferred

Majoring in Financial Planning, Wealth Management, Finance, Economics, Psychology, Communications, Marketing, Sociology, or a related field
Interest in pursuing a client-facing advisory career, with a focus on business development and relationship management

Company

Mariner

twittertwittertwitter
company-logo
Your wealth plan shouldn’t sit still. Neither do we.
dateFounded in 2006
location
Leawood, Kansas, USA
people-size1001-5000 employees
web-link
http://www.marinerwealthadvisors.com/

Funding

Current Stage
Late Stage
Total Funding
$75M
Key Investors
Neuberger BermanPenfund
2024-10-29Private Equity
2022-01-06Debt Financing· $75M

Leadership Team

leader-logo
Marty Bicknell
Founder & CEO
linkedin
F
Faith Xenos
Director and Senior Wealth Advisor
linkedin

Recent News

Morningstar.com
Eaglebrook Surpasses $400 Million in AUM While Delivering $52 Million in Client Tax Savings
2025-08-26
FinSMEs
Zoe Raises $30M in Series B Funding
2025-05-02
FinTech Global
Sageview backs $30m Series B for WealthTech disruptor Zoe
2025-04-30
Company data provided by crunchbase