Intern, Financial Planning
MarinerWealth Management company
Sioux Falls, United StatesIntern
Leonard Green & Partners
NB Alternative Advisers
Neuberger Berman
Penfund
FinanceNew
About the role
TL;DR
Assist in financial planning for high net worth clients, gaining advisory and client support skills.
- •The Intern, Financial Planning will assist 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.
- •Key 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 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.
- •Use financial planning and CRM software to assist with plan development and data management.
- •Requirements 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.
- •Proficient in Microsoft Word and Excel, with a willingness to learn financial planning tools and CRM systems.
Required skills
ExcelPowerPoint
Nice-to-have skills
FP&ACRM
Domain expertise
fintech
Tech stack
ExcelPowerPoint