Wealth Planning Analyst - Start Your Advisor Career

Mariner; Boston (MA); On-site; USD 73,000 - 99,000; Full time

Benefits offered by this job

Innovative workplace

Good work-life balance

Job summary

Mariner seeks a Wealth Planning Analyst to support licensed advisors by coordinating client meetings, conducting research, and preparing financial plans. You will assist with follow-up activities to ensure effective client wealth management and develop technical, analytical, and client service skills on the advisor career path.

Ideal candidates have a bachelor’s degree in finance or related field, internship experience, and a plan to pursue licenses such as Series 65.

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.

Responsibilities

• Coordinate client meetings (onsite and virtual) and manage logistics.
• Prepare financial plans and initial drafts under licensed advisors.
• Gather client financial data to support advisor analysis.
• Enter client information into planning software and assist with projections.
• Research portfolio holdings, fees, and asset allocation.
• Prepare research summaries to support advisor recommendations.

Skills

Client service

Financial analysis

Communication

Detail-oriented

Education

Bachelor’s degree in Finance/Financial Planning

Tools

eMoney

Holistiplan

Nitrogen

Job description

Mariner seeks a Wealth Planning Analyst to support licensed advisors by coordinating client meetings, conducting research, and preparing financial plans. You will assist with follow-up activities to ensure effective client wealth management and develop technical, analytical, and client service skills on the advisor career path.

Ideal candidates have a bachelor’s degree in finance or related field, internship experience, and a plan to pursue licenses such as Series 65.