Intern, Financial Planning - Columbus, OH
Mariner Wealth Advisors —Columbus, OH
- $22 an hour
- Microsoft Word
- Microsoft Excel
- Customer service
4d
Summer 2027 Finance and Accounting Internship with Victoria's Secret
Victoria's Secret —Reynoldsburg, OH
- From $23 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Office
9d
CRM Marketing Intern (NJUS)
NetJets —Columbus, OH
- Microsoft Word
- Microsoft Outlook
- Computer Science
- Health savings account
- Disability insurance
18h
Accounting & Finance Intern
Mid-Ohio Food Collective —Grove City, OH
- From $20 an hour
- Office
- Finance
- Analysis skills
Quick Apply
2026-2027 Leadership Development Program - Full Time and Summer Internship
Abercrombie & Fitch Co. —New Albany, OH
- $9,000 a month
- Full-time
- Merchandising
- Office
- Bachelor's degree
- Store discount
- Health insurance
4d
Summer 2027 Economics Internship
Nationwide —Columbus, OH
- Full-time
- Office
- Finance
- Business Administration
7d
Summer 2027 Finance and Strategy Internship
Huntington Bank —Columbus, OH
- Full-time
- Office
- High school diploma or GED
- Analysis skills
7d
Finance Intern (Summer 2027)
The Scotts Miracle-Gro Company —Marysville, OH
- $19 - $23 an hour
- Full-time
- Office
- Analysis skills
- Communication skills
4d
Summer 2027 Commercial Banking Internship
Huntington Bank —Columbus, OH
- $21 - $25 an hour
- Full-time
- Office
- Finance
- High school diploma or GED
- Paid holidays
- Retirement plan
7d
FinTech Intern (NJUS)
NetJets —Columbus, OH
- Computer Science
- Office
- Finance
- Health savings account
- Disability insurance
18h
Summer 2027 Financial Services Internship
Nationwide —Columbus, OH
- Full-time
- Research
- Office
- Communication skills
- Travel reimbursement
8d
2027 Digital Transformation Services Consulting Intern
Plante Moran —Columbus, OH
- $33 - $36 an hour
- Research
- Office
- Finance
- Disability insurance
- Health insurance
4d
Summer 2027 Corporate and Investment Banking Internship
Huntington Bank —Columbus, OH
- Full-time
- Research
- Office
- Finance
- Paid holidays
- Retirement plan
4d
Finance Internship (Summer 2027)
Cardinal Health —Dublin, OH
- $23 an hour
- Seasonal
- Office
- Finance
- Analysis skills
- Health insurance
- Dental insurance
7d
Services Strategy MBA Intern -Summer 2027
Vertiv —Columbus, OH
- Seasonal
- Finance
- Travel
- Business
10d
Summer 2027 Consumer Finance Internship
Huntington Bank —Columbus, OH
- $23 an hour
- Full-time
- Office
- Finance
- High school diploma or GED
- Paid holidays
- Retirement plan
10h
Campus - Mortgage Finance Summer Intern
NVR, Inc —Columbus, OH
- $22 an hour
- Seasonal
- Driver's License
- US work authorization
- Internship
Solar Finance Intern (Summer 2027)
IGS Energy —Dublin, OH
- $31,200 - $62,400 a year
- Full-time
- Microsoft Outlook
- Office
- Finance
Quick Apply
7d
Summer 2027 Accounting Internship
Huntington Bank —Columbus, OH
- Full-time
- Office
- High school diploma or GED
- US work authorization
7d
Summer 2027 Finance Intern - Columbus
Turner Construction Company —Columbus, OH
- Temporary
- 18 years or older
- Construction site
- English
3d

I want to receive the latest job alert for finance intern in columbus

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

finance intern jobs near columbus

Intern, Financial Planning - Columbus, OH

Mariner Wealth Advisors -
Columbus, OH

Apply Now

Job Details

Internship
$22 an hour
4 days ago

Qualifications

Customer communication
Research

Full Job Description

Location

Columbus, OH

Address

Columbus, Ohio

Employment Type

Intern

Location Type

On-site

Department

Internship Program

Compensation

$22 per hour

Our compensation reflects the cost of talent across multiple US geographic markets. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits.

Job Summary:

The Intern, Financial Planning will assist our staff members in servicing high net worth and ultra high net worth clients through holistic financial planning and client relationship support. This position provides the opportunity to develop foundational advisory, consultative, communication and EQ, and business development skills through hands-on experience supporting advisors through client onboarding, meeting preparation, and the creation of financial plans, and delivery of exceptional client experience.

Essential Duties and Responsibilities:

Support client onboarding by preparing and processing necessary paperwork.

Assist in scheduling client meetings and developing clear, engaging materials to explain financial concepts.

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.

Required Education and Experience:

Pursuing a bachelor’s or master’s degree with an expected graduation date within 12 months of the start of the internship

Demonstrated leadership experience through work or extracurricular activities

Preferred Education and Experience:

Major in wealth management, financial planning, finance, or a related field.

Interest in pursuing a client-facing advisory career, with a focus on business development and relationship management.

Skills:

Strong customer service orientation.

Excellent organizational and time management skills.

Detail-oriented with solid analytical and problem-solving abilities.

Comfortable contributing ideas in group settings.

Clear and professional written and verbal communication.

Ability to communicate complex topics in a simple, relatable way.

Curiosity and eagerness to learn about financial markets, planning strategies, and client motivations and decision-making.

Proficient in Microsoft Word and Excel, with a willingness to learn financial planning tools and CRM systems.

Supervisory Responsibilities:

None

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.

Work Environment:

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.

Travel Requirement:

None

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.

By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.

EOE M/F/D/V

Apply Now

Refine Your Search

finance intern jobs in columbus