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Mariner
Mariner
1001 – 5000 Darbinieki
H1B vīzas sponsorsApdrošināšanaFinansesKonsultācijas
Mariner ir valsts mēroga ieguldījumu pārvaldības uzņēmums, kas apkalpo privātpersonas, ģimenes, finanšu konsultantus un uzņēmumus, nodrošinot integrētu finanšu plānošanu un ieguldījumu pārvaldību. Tā pakalpojumi ietver labklājības plānošanu, nodokļu plānošanu un deklarāciju sagatavošanu, mantojuma un trasta pakalpojumus, apdrošināšanu, pensiju plānus, institucionālo naudas līdzekļu pārvaldību, kā arī vērtēšanas un konsultāciju pakalpojumus. Mariner atbalsta konsultantus arī ar iekšējo komandu palīdzību un izstrādā fiducāras labklājības stratēģijas vadītājiem, profesionāliem sportistiem, medicīnas un zobārstniecības speciālistiem, kā arī uzņēmumu īpašniekiem.
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Vakances uzņēmumā

Wealth Planning Analyst

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

USAmerikas Savienotās ValstisMAMasačūsetsa
73 375 $ – 99 000 $ / gads
HibrīdiPilna slodzeVidējais līmenisVecākais speciālistsNepieciešamā Valoda: angļuAnalītiķis

Apraksts

  • 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.

Prasības

  • 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.

Priekšrocības

  • 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.

Saistītās vakances

WTW

Insurance and Financial Consulting Intern

WTW
Kvalificēta darbinieka vīzas sponsorsApdrošināšanaFinansesKonsultācijas
USAmerikas Savienotās ValstisMAMasačūsetsaNYŅujorka
27 $ – 30 $ / stunda
HibrīdiPrakseSākuma līmenisNepieciešamā Valoda: angļuFinanšu plānošana un analīze

Support WTW consulting teams with insurance strategy, financial analysis, and workforce risk projects. Research carriers and vendors, assess program economics, and help prepare client recommendations.

Atvērt
Poesis AI

Lead Quantitative Finance Engineer

Poesis AI
FinansesFintechMākslīgais intelekts
USAmerikas Savienotās ValstisCAKalifornija
180 000 $ – 280 000 $ / gads
HibrīdiPilna slodzeVadošais speciālistsNepieciešamā Valoda: angļuFinanšu plānošana un analīze

Build AI-driven investment systems at Poesis AI, from financial data pipelines and quantitative models to backtesting and production tools. Partner with research and engineering teams to turn experiments into systems that inform investment decisions.

Atvērt
APL Logistics

Finance Operations Process Associate, Accounts Receivable

APL Logistics
5001 – 10 000 Darbinieki
H1B vīzas sponsorsAutobūveKonsultācijasRažošana
PHFilipīnasHibrīdiPilna slodzeJaunākais speciālistsVidējais līmenisNepieciešamā Valoda: angļuFinanšu plānošana un analīze

Handle accounts receivable processes including customer billing, accounting entries, cargo release updates, and invoice processing. Support shared services finance operations at APL Logistics in a hybrid role in the Philippines.

Atvērt
AIR Seguros

Life and Major Medical Insurance Executive at AIR Seguros, Los Cabos

AIR Seguros
11 – 50 Darbinieki
ApdrošināšanaB2B
MXMeksikaHibrīdiPilna slodzeVidējais līmenisVecākais speciālistsNepieciešamā Valoda: angļuNepieciešamā Valoda: spāņuVadošais darbinieks

Manage property and casualty insurance for AIR Seguros, a Mexican brokerage, serving clients in hospitality, transport and energy. Prepare quotes, handle renewals and coordinate with insurers in Mexico and abroad.

Atvērt
Johnson & Johnson

Remote Oncology Area Business Specialist, Hematology

Johnson & Johnson
H1B vīzas sponsorsFarmaceitiskie produktiVeselības apdrošināšanaVeselības aprūpe
USAmerikas Savienotās ValstisCTKonektikutaMAMasačūsetsaNHŅūhempšīraRIRodailenda
111 000 $ – 178 250 $ / gads
AttālinātiPilna slodzeVidējais līmenisVecākais speciālistsNepieciešamā Valoda: angļuVadošais darbinieks

Support community accounts across New England with hematology operations and readiness for Johnson & Johnson medicines. Train providers and account staff on clinical, economic, product-use and care-delivery considerations.

Atvērt