Job Description
We are currently searching for qualified candidates to join our team as a Financial Planning Intern for the summer of 2025 in various Mariner locations. This paid internship program exposes interns to all facets of being a Wealth Advisor. As an Intern, you will work directly with a wealth advisor team gaining hands-on knowledge and exposure to a variety of areas, including trust/estate and multi-generational planning, investment advisory solutions and risk management. If you love building relationships, managing a diversity of tasks, have a strong attention to detail, and want to be an important part of a growing team, then this opportunity is for you!
During The Mariner Summer Internship Program, You Will
- Be immersed in financial planning topics: Actively collaborate with other team members to solve real-life issues, access resources, and accomplish important goals that support the client experience
- Develop professionally: Assist in the preparation of customized comprehensive financial plans and portfolios for clients
- Foster connections: Grow your network as you meet with and learn from wealth advisor teams.
- Experience our ‘Giving Back’ culture: Engage with our Mariner Foundation through community involvement events
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 in communicating to a variety of audiences both written and oral
- Comfortable working with Microsoft Word and Excel
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.
EOE M/F/D/V
About Us
Mariner is a privately held, national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $122 billion in assets as of 12/31/23.* Learn more at www.mariner.com .
- AUA includes assets under management and assets under advisement for subsidiaries of Mariner Wealth Advisors, LLC
About The Team
At Mariner, behind every advisor is a team of advisors. And behind that, youʼll find the answers to complex questions about taxes, insurance, estate planning, tech and more. Itʼs how we give advisors access to a new level of support to give their clients access to a new level of advice.
