Investment Accounting Manager – Strategic Programs
MassMutual
Financial Planning Intern
Mariner
internship
Posted on:
Location: 🇺🇸 United States
Visit company websiteSalary
💰 $21 - $26 per hour
Job Level
Entry Level
About the role
- As a Financial Planning Intern, you’ll assist your team in servicing clients through holistic financial planning and client relationship support.
- This internship provides opportunity to develop foundational advisory, consultative, and business development skills through hands-on experience supporting Advisors through client onboarding, meeting preparation, and the creation of financial plans.
- You will observe client meetings (where appropriate) 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.
- Contribute ideas during team discussions on improving client service and business development opportunities.
- Support client service activities, including account maintenance and money movement processes.
- Use financial planning and CRM software to assist with plan development and data management.
- Assist with data entry, plan modeling, and compiling plan deliverables.
- Collaborate with team members on special projects and client service initiatives.
- Support client onboarding by preparing and processing necessary paperwork.
Requirements
- Pursuing a bachelor’s or master’s degree with an expected graduation date within 12 months of the start of the internship (May 2026).
- Demonstrated leadership experience through work or extracurricular activities.
- Majoring in Financial Planning, Wealth Management, Finance, Economics, Psychology, Communications, Marketing, Sociology, or a related field.
- Interest in pursuing a client-facing advisory career, with a focus on business development and relationship management.
- Must be authorized to work in the U.S. without current or future employer sponsorship needs.
- Available full-time during Summer 2026 (8–10 weeks).
