Wealth Planning Analyst — Path to Licensed Advisor

Mariner; Houston (TX); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Professional development

Career progression

Work-life balance

Job summary

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,

Qualifications

• 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.

Responsibilities

• 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.

Skills

Client communication

Financial planning concepts

Analytical skills

Attention to detail

Team collaboration

Education

Bachelor's degree in Finance or Financial Planning

Tools

eMoney

Holistiplan

Nitrogen

Job description

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,