Wealth Planning Analyst: Path to Licensed Advisor

Mariner; Novi (MI); Híbrido; USD 60.000 - 75.000; Jornada completa

Descripción de la vacante

Mariner Wealth Advisors is seeking a Wealth Planning Analyst to support licensed advisors by coordinating client meetings, researching plans, and preparing initial drafts of client financial plans. The role develops technical, analytical, and client service skills toward becoming a licensed advisor.

You will enter client information into planning software, support what-if scenarios, and assist with follow-up deliverables in a collaborative team environment.

Formación

• Bachelor’s degree in Finance 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.

Responsabilidades

• Coordinate scheduling for client meetings (onsite and virtual) and manage logistics.
• Prepare financial plans and initial drafts under direction of licensed advisors.
• Enter client data into planning software and assist with plan development.
• Assist with follow-up deliverables and meeting notes for advisor review.
• Research portfolio holdings, performance, fees, and asset allocation using approved tools.
• Prepare reports and summaries of research findings to support advisor recommendations.

Conocimientos

Client service

Financial analysis

Attention to detail

MS Office

Communication

Team collaboration

Educación

Bachelor’s degree in Finance/related field

Internship in financial planning/wealth management

Series 65 pursuit

Herramientas

eMoney

Holistiplan

Nitrogen

Descripción del empleo

Mariner Wealth Advisors is seeking a Wealth Planning Analyst to support licensed advisors by coordinating client meetings, researching plans, and preparing initial drafts of client financial plans. The role develops technical, analytical, and client service skills toward becoming a licensed advisor.

You will enter client information into planning software, support what-if scenarios, and assist with follow-up deliverables in a collaborative team environment.