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Mariner
Mariner
1,001 – 5,000 कर्मचारी
H1B वीज़ा प्रायोजकपरामर्शबीमावित्त
Mariner एक राष्ट्रीय संपत्ति प्रबंधन संस्था है, जो एकीकृत वित्तीय योजना और निवेश प्रबंधन के माध्यम से व्यक्तियों, परिवारों, वित्तीय सलाहकारों और व्यवसायों को सेवाएं प्रदान करती है। इसकी सेवाओं में संपत्ति योजना, कर योजना और तैयारी, एस्टेट और ट्रस्ट सेवाएं, बीमा, सेवानिवृत्ति योजनाएं, संस्थागत नकद प्रबंधन तथा मूल्यांकन और सलाहकारी कार्य शामिल हैं। Mariner सलाहकारों को अपनी आंतरिक टीमों के माध्यम से सहायता भी प्रदान करता है और अधिकारियों, पेशेवर खिलाड़ियों, चिकित्सा एवं दंत चिकित्सा पेशेवरों तथा व्यवसाय मालिकों के लिए प्रत्ययी संपत्ति रणनीतियां विकसित करता है।
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कंपनी की नौकरियाँ

Wealth Planning Analyst

Support wealth advisors with client service, financial planning, and investment research. Build the skills needed to pursue a licensed advisor career.

USसंयुक्त राज्यMAमैसाचुसेट्स
$73,375 – $99,000 / वर्ष
हाइब्रिडपूर्णकालिकमध्य स्तरवरिष्ठआवश्यक भाषा: अंग्रेज़ीविश्लेषक

विवरण

  • Answer clients’ basic questions, help them access accounts, and explain reports and statements.
  • Prepare paperwork, coordinate money movement, and process account maintenance requests.
  • Provide onboarding support and check that account documents are complete, accurate, and timely.
  • Arrange logistics for in-person and virtual client meetings.
  • Create meeting agendas and prepare supporting materials for advisors.
  • Attend client meetings, record notes and action items, and help deliver follow-up materials.
  • Collect and organize client financial information, including assets, liabilities, income, and expenses.
  • Enter client data into financial planning software and draft initial plans under licensed advisors’ guidance.
  • Help develop financial projections and explore what-if planning scenarios.
  • Research portfolio holdings, performance, fees, and asset allocation with firm-approved tools.
  • Summarize research findings in reports to inform advisor recommendations.
  • Build technical, analytical, and client service capabilities while working toward a licensed advisor role.

आवश्यकताएँ

  • Bachelor’s degree in finance, financial planning, or a related field preferred; degree may be completed within six months of starting.
  • Internship experience at a financial planning or wealth management organization.
  • Willingness to pursue the Series 65 license within a defined period after hire.
  • Interest in pursuing the CFP designation for long-term career development.
  • Familiarity with financial planning concepts and tools such as eMoney, Holistiplan, Nitrogen, or similar planning and investment software.
  • Foundational understanding of account types, investment vehicles, and core financial planning strategies.
  • Strong organizational and time management abilities.
  • Careful attention to detail, with analytical and problem-solving skills.
  • Clear, professional written and verbal communication.
  • Proficiency with Microsoft Word, Excel, Outlook, and PowerPoint.
  • Ability to learn new systems and processes quickly.
  • Collaborative approach and eagerness to learn.
  • Commitment to professional development and eventual progression into a client-facing advisor position.
  • Ability to work both onsite and virtually as required by the hybrid role.
  • Authorization to work legally in the United States.

लाभ

  • Eligible to participate in an incentive program, subject to its rules and individual and organizational performance.
  • Additional compensation or benefits may be available.
  • Progressive career opportunities.
  • Support for professional growth.
  • Innovative workplace.
  • Collaborative culture and teamwork.
  • Work-life balance.
  • Diverse and inclusive culture.
  • Support in achieving career goals.
  • Formal training in planning and investment software.

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Liberty Mutual Insurance

Remote Inside Sales Representative, Liberty Mutual

Liberty Mutual Insurance
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Sell Liberty Mutual insurance through inbound calls and warm leads, helping customers choose coverage that fits their needs. The role includes paid licensing training and commission opportunities.

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