Intern, Financial Planning- Sarasota, FL

The role

You will support advisors who serve high net worth clients. Your work includes client onboarding, meeting preparation, financial plan creation, and client service tasks. This internship builds advisory, communication, and business development skills.

What you will do

• Support client onboarding by preparing and processing paperwork.
• Assist in scheduling client meetings and developing materials that explain financial concepts.
• Observe client meetings where appropriate.
• Participate in client meeting follow-up tasks, including documentation, research, and solution development.
• Contribute ideas on improving client service and business development.
• Support client service activities, including account maintenance and money movement processes.
• Use financial planning and CRM software for 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 qualifications

• Pursuing a bachelor's or master's degree with an expected graduation date within 12 months of the internship start.
• Demonstrated leadership experience through work or extracurricular activities.
• 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 about financial markets, planning strategies, and client decision-making.
• Proficient in Microsoft Word and Excel.
• Willingness to learn financial planning tools and CRM systems.
• Ability to sit, stand, write, type, and communicate for long periods, and to lift, push, pull or move 10 to 15 pounds.

Nice to have

• Major in wealth management, financial planning, finance, or a related field.
• Interest in pursuing a client-facing advisory career focused on business development and relationship management.

Before you apply

• Applicants must submit an application that is subject to the company's Employee and Applicant Privacy Notice.

About the company

Mariner is a financial advisory firm that gives associates progressive opportunities and supports professional growth and community involvement. It describes its workplace as innovative, with a culture of camaraderie, teamwork and work-life balance.