Business Development Intern - Wealth Management - Summer 2026
Mariner Holdings, Overland Park, KS, United States
Business Development Intern - Wealth Management - Summer 2026
United States (Remote)
Job Description
Business Development Intern – Wealth Management - Summer 2026
Get to Know Mariner - Your Summer Experience
Mariner was founded in 2006 when Marty Bicknell saw an opportunity to change the financial services industry with a specific vision in mind:To positively impact the lives of many.How? By giving clients and advisors access to everything they need to be successful.
Today, Mariner continues to deliver on its’ vision with a focus on national growth. Mariner and its affiliates have more than 130 offices across the country and advise on over $560 billion in assets (as of 1/3/25). Ranking in the top five on Barron’s Top RIA Firms, Mariner is growing fast - and so can you. Mariner’s internship program is designed to accelerate your learning through real work with real clients. You’ll gain exposure to financial planning, business development, and client service while developing the skills to launch your career with confidence.
Joining Mariner means gaining access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so our Advisors can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry.
Your Role - What You’ll Do
As a Business Development Intern on Mariner’s Organic Growth team, you will gain hands‑on experience in the client acquisition and relationship management side of the financial advisory business. Unlike traditional financial firms, Mariner distinctly separates the role of advice giver from that of the salesperson - allowing each team to focus on their strengths and uphold our fiduciary commitment to clients.
Interns will work directly with our sales professionals to understand how new client relationships are developed, how prospective clients are qualified, and how our unique advisory model is communicated to the marketplace. This internship offers an exceptional opportunity to gain exposure to the business development process in a client‑first advisory firm while learning how to align financial planning expertise with ethical and effective sales practices.
At Mariner, your growth matters. Through your internship, you will:
Learn how to explain the firm’s mission, investment philosophy, and client experience to potential clients
Assist team members with identifying, researching, and qualifying prospective clientsHelp create presentation materials, proposals, and follow‑up communications
Participate in meetings, training sessions, and strategy discussions to understand the client acquisition process
Conduct market or demographic research to uncover new business opportunities
Observe experienced professionals to learn best practices in consultative, ethical selling
Learn and work in Mariner’s CRM system to track outreach and client interactions
Work with marketing and client service teams to ensure smooth communication and a consistent client experience
Always maintain the highest standards of professionalism and client confidentiality
Skills: Your Strengths
Proficiency in Microsoft Excel and data management tools
Strong attention to detail and accuracy
Basic understanding of investments and portfolio performance
Analytical and problem‑solving abilities
Effective communication and teamwork
Ability to manage multiple tasks and meet deadlines
Required Qualifications:
Pursuing a bachelor’s or master’s degree with an expected graduation date within 12 months of the start of the internship (~Dec. 2026 or ~May 2027 grads).
Preferred Qualifications:
Majoring in Accounting, Finance, Economics, Business, Economics, or a related field.
Prior internship or coursework in finance, investment management, or analytics is a plus.
Must be authorized to work in the U.S. without current or future employer sponsorship needs.
Physical Demands/Requirements:
The physical demands described here are representative of those requirements employees must meet to perform the essential functions of this job with or without reasonable accommodations. While performing job functions the employee is regularly required to sit, stand, write, review and type reports, compile data, operate a pc, communicate, listen, and assess information. The employee may move about the office complex, may travel to other office locations and may lift, push, pull or move 10 - 15 pounds. Visual requirements include distant, close and color vision, and ability to adjust focus.
This job operates in a professional office environment. This role routinely uses standard office equipment such as laptop computers, photocopiers and smartphones. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Wewelcome 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.
The hourly pay for this position is $20 per hour.
EOE M/F/D/V
Job Info
Job Identification 1252
Job Category Business Growth
Job Schedule Full time
Locations 5700 W. 112th St., Overland Park, KS, 66211, US (Remote)
#J-18808-Ljbffr
United States (Remote)
Job Description
Business Development Intern – Wealth Management - Summer 2026
Get to Know Mariner - Your Summer Experience
Mariner was founded in 2006 when Marty Bicknell saw an opportunity to change the financial services industry with a specific vision in mind:To positively impact the lives of many.How? By giving clients and advisors access to everything they need to be successful.
Today, Mariner continues to deliver on its’ vision with a focus on national growth. Mariner and its affiliates have more than 130 offices across the country and advise on over $560 billion in assets (as of 1/3/25). Ranking in the top five on Barron’s Top RIA Firms, Mariner is growing fast - and so can you. Mariner’s internship program is designed to accelerate your learning through real work with real clients. You’ll gain exposure to financial planning, business development, and client service while developing the skills to launch your career with confidence.
Joining Mariner means gaining access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so our Advisors can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry.
Your Role - What You’ll Do
As a Business Development Intern on Mariner’s Organic Growth team, you will gain hands‑on experience in the client acquisition and relationship management side of the financial advisory business. Unlike traditional financial firms, Mariner distinctly separates the role of advice giver from that of the salesperson - allowing each team to focus on their strengths and uphold our fiduciary commitment to clients.
Interns will work directly with our sales professionals to understand how new client relationships are developed, how prospective clients are qualified, and how our unique advisory model is communicated to the marketplace. This internship offers an exceptional opportunity to gain exposure to the business development process in a client‑first advisory firm while learning how to align financial planning expertise with ethical and effective sales practices.
At Mariner, your growth matters. Through your internship, you will:
Learn how to explain the firm’s mission, investment philosophy, and client experience to potential clients
Assist team members with identifying, researching, and qualifying prospective clientsHelp create presentation materials, proposals, and follow‑up communications
Participate in meetings, training sessions, and strategy discussions to understand the client acquisition process
Conduct market or demographic research to uncover new business opportunities
Observe experienced professionals to learn best practices in consultative, ethical selling
Learn and work in Mariner’s CRM system to track outreach and client interactions
Work with marketing and client service teams to ensure smooth communication and a consistent client experience
Always maintain the highest standards of professionalism and client confidentiality
Skills: Your Strengths
Proficiency in Microsoft Excel and data management tools
Strong attention to detail and accuracy
Basic understanding of investments and portfolio performance
Analytical and problem‑solving abilities
Effective communication and teamwork
Ability to manage multiple tasks and meet deadlines
Required Qualifications:
Pursuing a bachelor’s or master’s degree with an expected graduation date within 12 months of the start of the internship (~Dec. 2026 or ~May 2027 grads).
Preferred Qualifications:
Majoring in Accounting, Finance, Economics, Business, Economics, or a related field.
Prior internship or coursework in finance, investment management, or analytics is a plus.
Must be authorized to work in the U.S. without current or future employer sponsorship needs.
Physical Demands/Requirements:
The physical demands described here are representative of those requirements employees must meet to perform the essential functions of this job with or without reasonable accommodations. While performing job functions the employee is regularly required to sit, stand, write, review and type reports, compile data, operate a pc, communicate, listen, and assess information. The employee may move about the office complex, may travel to other office locations and may lift, push, pull or move 10 - 15 pounds. Visual requirements include distant, close and color vision, and ability to adjust focus.
This job operates in a professional office environment. This role routinely uses standard office equipment such as laptop computers, photocopiers and smartphones. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Wewelcome 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.
The hourly pay for this position is $20 per hour.
EOE M/F/D/V
Job Info
Job Identification 1252
Job Category Business Growth
Job Schedule Full time
Locations 5700 W. 112th St., Overland Park, KS, 66211, US (Remote)
#J-18808-Ljbffr