Wealth Planning Analyst

The role

The Wealth Planning Analyst supports licensed advisors by coordinating client meetings, conducting research, and preparing financial plans. This role builds technical, analytical, and client service skills as part of professional development toward becoming a licensed advisor.

What you will do

• Communicate with clients by answering basic questions and explaining reports or statements.
• Support client service activities including paperwork, money movement, and account maintenance.
• Provide overflow support to Client Service Associates during client onboarding.
• Coordinate scheduling for onsite and virtual client meetings and manage logistics.
• Prepare meeting agendas and assemble supporting materials.
• Participate in client meetings by taking notes and capturing action items.
• Gather and organize client financial data including assets, liabilities, income, and expenses.
• Enter client information into financial planning software and prepare initial plan drafts.
• Assist in developing financial projections and what-if planning scenarios.
• Research portfolio holdings, performance, fees, and asset allocation.

Required qualifications

• Internship experience within a financial planning or wealth management organization.
• Commitment to pursuing the Series 65 license within a defined timeframe after hire.
• Demonstrated ability to deliver high-quality, professional client experience.
• Foundational knowledge of the wealth management process.
• Strong organizational and time management skills.
• Detail-oriented with solid analytical and problem-solving skills.
• Clear and professional written and verbal communication skills.
• Proficiency in Microsoft Office Suite.
• Collaborative mindset.

Nice to have

• Completed Bachelor’s degree in Finance, Financial Planning or related field preferred or completion within 6 months of hire.
• Interest in pursuing the CFP designation as part of long-term professional development.
• Familiarity with financial planning concepts and planning/investment software (e.g., eMoney, Holistiplan, Nitrogen or similar tools).

Benefits

• Progressive opportunities
• Nurturing professional growth
• Giving back to the community
• Innovative workplace
• Culture that fosters camaraderie, teamwork and work-life balance

About the company

Mariner wealth management team provides progressive opportunities and nurtures professional growth. The firm is dedicated to building a diverse culture and an innovative workplace.