Wealth Planning Analyst

Mariner; Houston (TX); Vor Ort; USD 55.000 - 75.000; Vollzeit

Benefits dieser Stelle

Professional development

Career progression

Work-life balance

Zusammenfassung

Mariner in Houston is seeking a Wealth Planning Analyst to join the wealth management team. This role supports licensed advisors by coordinating client meetings, conducting research, and preparing financial plans as part of professional development toward becoming a licensed advisor.

You will handle client data gathering, assist with planning software, and help draft scenarios and projections. The position emphasizes technical, analytical, and client service skills in a collaborative,

Qualifikationen

• Bachelor's degree in Finance, Financial Planning or a related field preferred or completion within 6 months of hire.
• Internship experience within a financial planning or wealth management organization.
• Commitment to pursuing the Series 65 license within a defined timeframe after hire.

Aufgaben

• Coordinate client meetings (onsite and virtual) and manage logistics.
• Assist with financial planning research and initial plan drafts.
• Prepare meeting materials and notes for advisor discussions.
• Support client service activities and paperwork.
• Gather client financial data and enter into planning software.
• Provide overflow support to Client Service Associates during onboarding.
• Help develop financial projections and what-if scenarios.
• Research portfolio holdings, performance, and asset allocation.
• Prepare research summaries to support advisor recommendations.

Kenntnisse

Client communication

Financial planning concepts

Analytical skills

Attention to detail

Team collaboration

Ausbildung

Bachelor's degree in Finance or Financial Planning

Tools

eMoney

Holistiplan

Nitrogen

Jobbeschreibung

The Wealth Planning Analyst is an essential member of the wealth management team and serves as the starting point in the advisor career path. This role supports licensed advisors by coordinating client meetings, conducting research, preparing financial plans, and assisting with follow-up activities necessary for effective client wealth management. The Wealth Planning Analyst builds strong technical, analytical, and client service skills as part of their professional development toward becoming a licensed advisor.

Essential Duties and Responsibilities:

• · Communicate with clients by answering basic questions, assisting with account access, and explaining reports or statements in a clear and professional manner.
• · Support client service activities, including preparing paperwork, coordinating money movement requests, and processing account maintenance tasks.
• · Provide overflow support to Client Service Associates during client onboarding, ensuring account documentation is complete, accurate, and timely.
• · Coordinate scheduling for client meetings (both onsite and virtual) and manage related logistics.
• · Prepare meeting agendas, assemble supporting materials, and ensure advisors are fully equipped for client discussions.
• · Participate in client meetings by taking detailed notes, capturing action items, and assisting with follow-up deliverables.
• · Gather and organize client financial data—including assets, liabilities, income, and expenses—to support advisor analysis.
• · Enter client information into financial planning software and prepare initial plan drafts under the direction of licensed advisors.
• · Assist in developing financial projections and "what-if" planning scenarios for advisor review.
• · Research portfolio holdings, performance, fees, and asset allocation using firm-approved tools and resources.
• · Prepare reports and summaries of research findings to support advisor recommendations.

Required Education and Experience:

• · Completed Bachelor's degree in Finance, Financial Planning or related field preferred or completion within 6 months of hire.
• · Internship experience within a financial planning or wealth management organization.
• · Commitment to pursuing the Series 65 license within a defined timeframe after hire.

Preferred Education and Experience:

• · Interest in pursuing the CFP designation as part of long-term professional development.

Skills:

• · Demonstrated ability to deliver high-quality, professional client experience through clear communication, responsiveness, and follow-through.
• · Familiarity with financial planning concepts and planning/investment software (e.g., eMoney, Holistiplan, Nitrogen or similar tools; formal training will be provided.
• · Foundational knowledge of the wealth management process, including account types, investment vehicles, and core planning strategies, with a strong interest in deepening expertise.
• · Strong organizational and time management skills with the ability to balance academic commitments and professional responsibilities when applicable.
• · Detail-oriented with solid analytical and problem-solving skills to support data gathering, plan development, and portfolio research.
• · Clear and professional written and verbal communication skills, with the ability to summarize findings for senior advisors.
• · Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and ability to quickly learn new systems and processes.
• · Collaborative mindset with enthusiasm for learning and contributing as part of an advisor team.
• · Commitment to professional growth and eventual progression into a client-facing advisor role.

#LI-MK1

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