Intern, Independent jobs in United States
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Mariner · 3 months ago

Intern, Independent

Mariner is a growing financial services firm focused on positively impacting clients' lives through comprehensive wealth management. The internship provides a structured learning experience in wealth strategy, allowing interns to gain hands-on exposure to portfolio analysis, financial planning, and client service while receiving mentorship for professional growth.

ConsultingFinancial ServicesRisk Management
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Comp. & Benefits
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Responsibilities

Provide support to the Mariner Independent Team
Collaborate with our team to build financial plans for our Independent Advisors’ clients
Collaborate with our team to run portfolio investment analyses for our Independent Advisors’ prospects and clients
Assist in preparing performance reports and exploring reporting capabilities
Contribute to team discussions, participate in cultural initiatives, and engage in professional development activities
Participate in special projects as requested and assigned

Qualification

Financial PlanningPortfolio AnalysisTax PlanningMicrosoft ExcelMicrosoft WordAnalytical SkillsCuriosityCommunication SkillsOrganizational SkillsTeam Collaboration

Required

Pursuing a bachelor's or master's degree with an expected graduation date within 12 months of the start of the internship (internship begins May 2026)
Demonstrated leadership experience through work or extracurricular activities
Must be authorized to work in the U.S. without current or future employer sponsorship needs
Available full-time during Summer 2026 (~10 weeks)

Preferred

Majoring in Financial Planning, Wealth Management, Finance, or a related field
Interest in pursuing a client-facing advisory career, with a focus on business development and relationship management

Company

Mariner

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Your wealth plan shouldn’t sit still. Neither do we.

Funding

Current Stage
Late Stage
Total Funding
$75M
Key Investors
Neuberger BermanPenfund
2024-10-29Private Equity
2022-01-06Debt Financing· $75M

Leadership Team

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Marty Bicknell
Founder & CEO
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Faith Xenos
Director and Senior Wealth Advisor
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Company data provided by crunchbase