Wealth Planning Analyst: Launch Your Advisor Career

Mariner; Florham Park (NJ); On-site; USD 65,000 - 85,000; Full time

Job summary

Mariner is seeking a Wealth Planning Analyst to support licensed advisors by coordinating client meetings, conducting research, and preparing financial plans. This entry role focuses on developing technical, analytical, and client service skills on the path to becoming a licensed advisor.

Responsibilities include note-taking in client meetings, data gathering, and assisting with follow-up deliverables under supervision.

Qualifications

• 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 logistics.
• Prepare meeting agendas and supporting materials for advisor discussions.
• Enter client information into financial planning software and draft initial plans.
• Assist with research on portfolios, holdings, fees, and asset allocation.

Skills

Client communication

Client service

Analytical thinking

Documentation

Microsoft Office

Financial data gathering

Team collaboration

Education

Bachelor’s degree in Finance/Financial Planning

Internship in financial planning/wealth management

Pursuit of Series 65

CFP interest (preferred)

Tools

eMoney

Holistiplan

Nitrogen

Job description

Mariner is seeking a Wealth Planning Analyst to support licensed advisors by coordinating client meetings, conducting research, and preparing financial plans. This entry role focuses on developing technical, analytical, and client service skills on the path to becoming a licensed advisor.

Responsibilities include note-taking in client meetings, data gathering, and assisting with follow-up deliverables under supervision.