Wealth Planning Analyst: Path to Licensed Advisor

Mariner; Scottsdale (AZ); On-site; USD 60,000 - 75,000; Full time

Job summary

Mariner in Scottsdale, AZ is seeking a Wealth Planning Analyst to support licensed advisors by coordinating client meetings, researching scenarios, and preparing initial financial plans. This entry-level role develops technical, analytical, and client service skills on the advisor career path.

You will gather client data, enter information into planning software, and assist with what-if projections and follow-up deliverables as you work toward the Series 65 and CFP goals.

Qualifications

• Completed degree in finance or related field, or within 6 months of hire.
• Internship in financial planning or wealth management is preferred.
• Commitment to pursuing the Series 65 license after hire.

Responsibilities

• Coordinate client meetings onsite and virtually with attention to detail.
• Prepare initial financial plans and supporting materials for advisors.
• Enter client data into planning software accurately.
• Assist with research, projections, and what-if scenarios.
• Support onboarding and follow-up deliverables for clients.
• Gather client financial data (assets, liabilities, income, expenses).
• Summarize research findings for advisor recommendations.

Skills

Client service

Communication

Financial planning concepts

Analytical skills

MS Office proficiency

Collaborative teamwork

Education

Bachelor's degree in Finance/Financial Planning

Internship in financial planning/wealth mgmt

Series 65 license commitment

Tools

eMoney

Holistiplan

Nitrogen

Job description

Mariner in Scottsdale, AZ is seeking a Wealth Planning Analyst to support licensed advisors by coordinating client meetings, researching scenarios, and preparing initial financial plans. This entry-level role develops technical, analytical, and client service skills on the advisor career path.

You will gather client data, enter information into planning software, and assist with what-if projections and follow-up deliverables as you work toward the Series 65 and CFP goals.