Teams at Mariner Wealth Advisors

Supports financial advisors serving high-net-worth clients through onboarding, meeting preparation, financial plan development, account maintenance, research, data entry, and client follow-up. The intern uses financial planning and CRM software, assists with plan modeling and deliverables, contributes to client service and business development initiatives, and develops foundational advisory, communication, and relationship-management skills.

Supports advisors serving high-net-worth clients through onboarding, meeting preparation, financial plan development, client follow-up, account maintenance, data management, and business development initiatives. The intern uses financial planning and CRM software, performs data entry and plan modeling, prepares client materials, and contributes to client service projects while developing advisory, communication, and relationship-management skills.

Supports financial advisors serving high-net-worth clients through onboarding, meeting preparation, financial plan development, research, documentation, account maintenance, and client follow-up. The intern assists with data entry, plan modeling, client materials, CRM and financial planning software, and special projects. The role develops advisory, communication, relationship management, client service, and business development skills in a professional office environment.