Mariner Holdings

  • 2018 Fall Financial Planning Internship

    Job Location(s) US-NE-Omaha
    Posted Date 2 months ago(8/8/2018 2:54 PM)
    Entity
    MWAHC - Mariner Wealth Advisors Holding Company
    # of Openings
    1
    Category
    Other
    Job Closing Date
    9/9/2018
  • Overview

    Achieve. Evolve. Lead. At Mariner’s inception, there was only one goal. The co-founders simply wanted to build a company they could be proud of while always putting the client first. It is on this foundation each company within the Mariner family is built. Each organization lets you in on something special, but collectively, the Mariner family is one of a kind. As a rapidly growing financial services firm, every action and every decision starts and ends with what is best for our clients.

     

    Mariner Wealth Advisors is an independent, national wealth advisory firm that has earned a reputation for providing unbiased financial advice focused on meeting client needs. The firm’s expert 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 fall of 2018 in our Omaha, Nebraska office. 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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