Financial Planning Intern

Job Description

About Mariner

Mariner is a company that focuses on providing financial planning services to clients. They offer a comprehensive range of services, including trust/estate and multi-generational planning, investment advisory solutions, and risk management. Mariner has a strong commitment to community involvement through their Mariner Foundation, and they believe in fostering a diverse and inclusive work environment that promotes professional growth, teamwork, and work-life balance.

Job Description

Mariner is seeking a Financial Planning Intern for the summer of 2025, with the opportunity to work in various locations across the company. This is a paid internship program that provides hands-on experience in all aspects of wealth advising.

As an Intern, you will:

• Work directly with a wealth advisor team. You will gain practical knowledge and exposure to a variety of areas within financial planning.
• Contribute to real-life projects. You will actively collaborate with team members to solve client issues, access resources, and achieve client-focused goals.
• Develop professional skills. You will assist in preparing customized financial plans and investment portfolios for clients.
• Build your network. You will meet and learn from experienced wealth advisor teams.
• Experience Mariner’s “Giving Back” culture. You will participate in community involvement events organized through the Mariner Foundation.

Qualifications:

• Pursuing a bachelor’s or master’s degree with an expected graduation date between December 2025 and December 2026.
• Demonstrated leadership experience through work or extracurricular activities.

Skills & Knowledge:

• Strong organizational and time management skills.
• Excellent analytical and problem-solving skills with attention to detail.
• Effective communication skills in both written and oral formats.
• Proficiency in Microsoft Word and Excel.

This internship offers a unique opportunity to:

• Gain valuable experience in a growing company.
• Be part of a supportive and collaborative team.
• Contribute to meaningful work that impacts clients’ lives.
• Develop your skills and knowledge in the field of financial planning.
• Be part of a company that values giving back to the community.