Wealth Planning Analyst - Path to Licensed Advisor

Mariner; Tigard (OR); Sur place; USD 60 000 - 90 000; Plein temps

Résumé du poste

Mariner Wealth Management in Tigard, OR seeks a Wealth Planning Analyst to support licensed advisors by coordinating client meetings, researching, and preparing financial plans. This role builds strong technical, analytical, and client service skills on the path to becoming a licensed advisor.

Responsibilities include organizing meetings, gathering client data, entering information into planning software, preparing initial plan drafts, and assisting with follow-up deliverables.

Qualifications

• 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.

Responsabilités

• Communicate with clients by answering basic questions, assisting with account access, and explaining reports or statements in a clear and professional manner.
• Support client service activities, including preparing paperwork, coordinating money movement requests, and processing account maintenance tasks.
• Provide overflow support to Client Service Associates during client onboarding, ensuring account documentation is complete, accurate, and timely.
• Coordinate scheduling for client meetings (both onsite and virtual) and manage related logistics.
• Prepare meeting agendas, assemble supporting materials, and ensure advisors are fully equipped for client discussions.
• Participate in client meetings by taking detailed notes, capturing action items, and assisting with follow-up deliverables.
• Gather and organize client financial data—including assets, liabilities, income, and expenses—to support advisor analysis.
• Enter client information into financial planning software and prepare initial plan drafts under the direction of licensed advisors.
• Assist in developing financial projections and what-if planning scenarios for advisor review.
• Research portfolio holdings, performance, fees, and asset allocation using firm-approved tools and resources.
• Prepare reports and summaries of research findings to support advisor recommendations.

Connaissances

Clear communication

Client service

Organizational skills

Analytical skills

Team player

Formation

Bachelor's degree in Finance or related field

Internship experience in financial planning or wealth management

Series 65 license planned within timeframe

Outils

eMoney

Holistiplan

Nitrogen

Microsoft Office

Description du poste

Mariner Wealth Management in Tigard, OR seeks a Wealth Planning Analyst to support licensed advisors by coordinating client meetings, researching, and preparing financial plans. This role builds strong technical, analytical, and client service skills on the path to becoming a licensed advisor.

Responsibilities include organizing meetings, gathering client data, entering information into planning software, preparing initial plan drafts, and assisting with follow-up deliverables.