Wealth Planning Analyst: Path to Licensed Advisor

Mariner; Michigan; On-site; USD 55,000 - 70,000; Full time

Job summary

Mariner 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 a development path toward becoming a licensed advisor.

You will build technical, analytical, and client service skills while contributing to planning and advisory activities in a collaborative environment.

Qualifications

• Completed or near completion of a finance-related bachelor’s degree.
• 1) Internship experience in financial planning or wealth management.
• 2) Commitment to pursuing the Series 65 license after hire.

Responsibilities

• Coordinate scheduling for client meetings (onsite and virtual).
• Prepare meeting agendas and supporting materials for advisor discussions.
• Enter client data into financial planning software and draft initial plans.
• Gather client financial data (assets, liabilities, income, expenses) to support analysis.
• Research portfolio holdings, performance, fees, and asset allocation for advisor recommendations.
• Prepare research reports and summaries to support client recommendations.

Skills

Clear communication

Client service orientation

Strong analytical skills

Detail-oriented

Time management

Education

Bachelor’s degree in Finance or related field

Internship experience in financial planning or wealth management

Commitment to pursuing Series 65 license

Tools

eMoney

Holistiplan

Nitrogen or similar tools

Job description

Mariner 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 a development path toward becoming a licensed advisor.

You will build technical, analytical, and client service skills while contributing to planning and advisory activities in a collaborative environment.