Financial Operations Specialist
Overview If you are looking to build your career with a firm that puts the client first by providing 360 advice designed to last, then Mariner Wealth Advisors is the right firm for you.
We actively nurture the next generation of professionals, give back to the community and focus on building a diverse culture where everyone genuinely loves where they work and has the support needed to meet their career goals.
We are currently searching for qualified candidates to join our team as a Financial Planning Intern for the summer of 2024 in various Mariner Wealth Advisor locations.
This paid internship program exposes interns to all facets of being a Wealth Advisor.
As an Intern, you will work directly with a wealth advisor team gaining hands-on knowledge and exposure to a variety of areas, including trust/estate and multi-generational planning, investment advisory solutions and risk management.
If you love building relationships, managing a diversity of tasks, have a strong attention to detail, and want to be an important part of a growing team, then this opportunity is for you! Responsibilities During the Mariner Wealth Advisors Summer Internship Program, you will:
Be immersed in financial planning topics:
Actively collaborate with other team members to solve real-life issues, access resources, and accomplish important goals that support the client experience Develop professionally:
Assist in the preparation of customized comprehensive financial plans and portfolios for clients Foster connections:
Grow your network as you meet with and learn from wealth advisor teams.
Experience our 'Giving Back' culture:
Engage with our Mariner Foundation through community involvement events Qualifications
Qualifications:
Pursuing a bachelor's or master's degree with an expected graduation date between December 2024 and June 2026 Demonstrated leadership experience through work or extracurricular activities SKILLS & KNOWLEDGE:
Strong organizational and time management skills Excellent analytical and problem-solving skills with attention to detail Effective in communicating to a variety of audiences both written and oral Comfortable working with Microsoft Word and Excel Mariner Wealth Advisors is a top-ranked, national wealth advisory firm with locations across the United States.
Our mission to put our clients first drives everything we do.
We welcome your interest in being a part of our firm.
We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community.
We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals.
We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
EOE M/F/D/V #LI-MK1 #LI-DNI Top RIA Firms:
Barron's awarded 2022, 2021, and 2020 #5, 2019 #4, and 2018 #3 rankings to Mariner Wealth Advisors (MWA) based on data compiled for MWA and the 2017 #2 and 2016 #1 rankings to Mariner Holdings (MH) based upon data compiled for MH registered investment adviser subsidiaries.
Rankings for 2016 through 2022 were published in September of each award year and were based on June 30th data, including annual figures for the previous three years.
The ranking is based on assets managed by the firms, technology spending, staff diversity, succession planning, and other metrics.
The number of firms included in the rankings was:
20 (2016), 30 (2017), 40 (2018), 50 (2019), and 100 (2020 - 2022).
The published rankings are based on firm surveys, and the firm's filings with the regulatory databases were used to cross-check the data provided.
The formula Barron's uses to rank advisors is proprietary.
The ranking is not indicative of future performance, and there is no guarantee of future success.
For additional information, visit www.
barrons.
com.
Recommended Skills Analytical Attention To Detail Communication Customer Relationship Management Financial Planning Investment Advisory Estimated Salary: $20 to $28 per hour based on qualifications.
We actively nurture the next generation of professionals, give back to the community and focus on building a diverse culture where everyone genuinely loves where they work and has the support needed to meet their career goals.
We are currently searching for qualified candidates to join our team as a Financial Planning Intern for the summer of 2024 in various Mariner Wealth Advisor locations.
This paid internship program exposes interns to all facets of being a Wealth Advisor.
As an Intern, you will work directly with a wealth advisor team gaining hands-on knowledge and exposure to a variety of areas, including trust/estate and multi-generational planning, investment advisory solutions and risk management.
If you love building relationships, managing a diversity of tasks, have a strong attention to detail, and want to be an important part of a growing team, then this opportunity is for you! Responsibilities During the Mariner Wealth Advisors Summer Internship Program, you will:
Be immersed in financial planning topics:
Actively collaborate with other team members to solve real-life issues, access resources, and accomplish important goals that support the client experience Develop professionally:
Assist in the preparation of customized comprehensive financial plans and portfolios for clients Foster connections:
Grow your network as you meet with and learn from wealth advisor teams.
Experience our 'Giving Back' culture:
Engage with our Mariner Foundation through community involvement events Qualifications
Qualifications:
Pursuing a bachelor's or master's degree with an expected graduation date between December 2024 and June 2026 Demonstrated leadership experience through work or extracurricular activities SKILLS & KNOWLEDGE:
Strong organizational and time management skills Excellent analytical and problem-solving skills with attention to detail Effective in communicating to a variety of audiences both written and oral Comfortable working with Microsoft Word and Excel Mariner Wealth Advisors is a top-ranked, national wealth advisory firm with locations across the United States.
Our mission to put our clients first drives everything we do.
We welcome your interest in being a part of our firm.
We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community.
We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals.
We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
EOE M/F/D/V #LI-MK1 #LI-DNI Top RIA Firms:
Barron's awarded 2022, 2021, and 2020 #5, 2019 #4, and 2018 #3 rankings to Mariner Wealth Advisors (MWA) based on data compiled for MWA and the 2017 #2 and 2016 #1 rankings to Mariner Holdings (MH) based upon data compiled for MH registered investment adviser subsidiaries.
Rankings for 2016 through 2022 were published in September of each award year and were based on June 30th data, including annual figures for the previous three years.
The ranking is based on assets managed by the firms, technology spending, staff diversity, succession planning, and other metrics.
The number of firms included in the rankings was:
20 (2016), 30 (2017), 40 (2018), 50 (2019), and 100 (2020 - 2022).
The published rankings are based on firm surveys, and the firm's filings with the regulatory databases were used to cross-check the data provided.
The formula Barron's uses to rank advisors is proprietary.
The ranking is not indicative of future performance, and there is no guarantee of future success.
For additional information, visit www.
barrons.
com.
Recommended Skills Analytical Attention To Detail Communication Customer Relationship Management Financial Planning Investment Advisory Estimated Salary: $20 to $28 per hour based on qualifications.
|
|
 | |
