Mariner Wealth Advisors

  • 2019 Summer Financial Planning Internship

    Job Locations US-KS-Overland Park | US-MO-Brentwood | US-IL-Oak Brook | US-OH-Cincinnati | US-TX-Dallas | US-NJ-Madison | US-NE-Omaha | US-CA-San Diego | US-OK-Tulsa | US-CO-Highlands Ranch
    Posted Date 4 months ago(9/5/2018 3:20 PM)
    Entity
    Headquarters
    # of Openings
    10
    Category
    Other
    Job Closing Date
    5/30/2019
  • Overview

    Mariner Wealth Advisors is a national wealth advisory firm. Our mission is to help clients and their families navigate their financial future, charting the course to achieve their financial goals today, tomorrow and for years to come. Simply put, we exist to be advocates. We believe everyone can benefit from professional advice and, as our clients’ advocate, we help them make informed financial decisions so they can live a fulfilling life.

     

    Mariner Wealth Advisors is a growing nationwide financial services firm that focuses on wealth management and financial planning. The firm’s wealth advisory teams help clients achieve and maintain financial peace of mind – preserving the wealth they have created and building a legacy for future generations of family and business leaders. The firm’s services include:

    • Family office services
    • Investment advisory services
    • Philanthropy
    • Wealth Transfer
    • Risk Management
    • Executive planning
    • Multi-generational planning

    We are currently searching for qualified candidates to join our team as a Financial Planning Intern for the summer of 2019 in a variety of Mariner Wealth Advisor locations. This paid internship program exposes interns to all facets of being a Wealth Advisor, and selected candidates will work shoulder to shoulder with experts in the field of financial planning.

    Responsibilities

    • Assist in the preparation of customized comprehensive financial plans and portfolios for clients
    • Role-play scenarios as a Wealth Advisor through mock client meetings where you will practice providing wealth management advice to clients
    • Present on a variety of wealth planning topics to other advisors
    • Conduct financial planning research
    • Be immersed in financial planning topics through specific training
    • Actively collaborate with fellow interns and other team members to solve real-life issues, access resources, and accomplish important goals that support the client experience
    • Gain exposure to various types of financial planning software used in advising clients

    Qualifications

    • Pursuing a bachelor’s degree in a business-related, economics, or a similar field
    • Strong organizational and time management skills
    • Demonstrate analytical and problem-solving skills with attention to details
    • Effective in communicating to a variety of audiences both written and oral
    • Comfortable working with Microsoft Word and Excel
    • Demonstrated leadership experience through involvement in campus activities

    EOE/M/F/D/V

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