Wealth Planning Analyst — Launch Your Advisor Career

Mariner Wealth Advisors

Florham Park (NJ)

Hybrid

USD 60,000 - 85,000

Full time

14 days+

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Job summary

Mariner Wealth Advisors is seeking a Wealth Planning Analyst to support licensed advisors by coordinating client meetings, performing research, and preparing financial plans. You will assist with follow-up activities, gather client data, and contribute to the development of initial plan drafts under supervision.

The role emphasizes technical, analytical, and client-service skills as you develop toward becoming a licensed advisor.

Qualifications

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.

Responsibilities

Coordinate scheduling for client meetings (onsite and virtual) and manage related logistics.
Prepare meeting agendas and assemble supporting materials for advisors.
Take detailed notes in client meetings and assist with follow-up deliverables.
Gather and organize client financial data to support advisor analysis.
Enter client information into financial planning software and prepare initial plan drafts.
Assist in developing financial projections and scenarios for advisor review.
Research portfolio holdings, performance, fees, and asset allocation using firm-approved tools.
Prepare reports and summaries of research findings to support advisor recommendations.