Wealth Planning Analyst: Path to Licensed Advisor

Mariner Wealth Advisors; Tigard, Northern (OR, KY); Hybride; USD 60 000 - 90 000; Plein temps

Résumé du poste

Mariner Wealth Advisors seeks a Wealth Planning Analyst to support licensed advisors by coordinating client meetings, preparing financial plans, and handling follow-up tasks to ensure high-quality client service. The role builds technical and analytical skills toward becoming a licensed advisor.

Responsibilities include documenting client data, researching investments, and drafting initial plans under supervision. Strong communication and organizational skills are essential for success.

Qualifications

• Bachelor's degree in Finance/Financial Planning 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

• Coordinate scheduling for client meetings (onsite and virtual) and manage logistics.
• Prepare meeting agendas and資料 to support advisor discussions.
• Enter client information into financial planning software and prepare initial plan drafts.
• Assist in developing financial projections and what-if scenarios for advisor review.
• Research portfolio holdings, performance, fees, and asset allocation for advisor recommendations.

Connaissances

Client service

Clear communication

Analytical skills

Organizational skills

Microsoft Office

Formation

Bachelor's degree in Finance/Financial Planning

Internship in financial planning

Pursuing Series 65

Outils

eMoney

Holistiplan

Nitrogen

Description du poste

Mariner Wealth Advisors seeks a Wealth Planning Analyst to support licensed advisors by coordinating client meetings, preparing financial plans, and handling follow-up tasks to ensure high-quality client service. The role builds technical and analytical skills toward becoming a licensed advisor.

Responsibilities include documenting client data, researching investments, and drafting initial plans under supervision. Strong communication and organizational skills are essential for success.