Wealth Planning Analyst
Mariner EN
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In brief
Mariner is hiring: Wealth Planning Analyst in the US.
Duties
- Communicate with clients by answering basic questions, assisting with account access, and explaining reports or statements in a clear and…
- 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.
Required profile
- REQUIRED EDUCATION AND EXPERIENCE:
- Completed 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.
- PREFERRED EDUCATION AND EXPERIENCE:
Excerpt from the ad
The Wealth Planning Analyst is an essential member of the wealth management team and serves as the starting point in the advisor career path. This role supports licensed advisors by coordinating client meetings…
Source: ad by Mariner, published on Careers pages (ATS). MakeYouFirst summarises this ad; the advertiser remains responsible for its content.