Mariner

1.001 – 5.000 Angajați

Sponsor pentru viza H1B Asigurări Consultanță Finanțe

Mariner este o firmă națională de administrare a averii care oferă servicii persoanelor fizice, familiilor, consilierilor financiari și companiilor prin planificare financiară integrată și administrarea investițiilor. Serviciile sale includ planificarea averii, planificarea și pregătirea fiscală, servicii pentru succesiuni și trusturi, asigurări, planuri de pensionare, gestionarea lichidităților instituționale, precum și activități de evaluare și consultanță. Mariner sprijină, de asemenea, consilierii prin echipe interne și dezvoltă strategii fiduciare de administrare a averii pentru directori, sportivi profesioniști, profesioniști din domeniul medical și stomatologic și proprietari de afaceri.

Locurile de muncă ale companiei

Wealth Planning Analyst

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

acum 1 zi

Statele Unite ale Americii

Massachusetts

73.375 $ – 99.000 $ / an

Hibrid Normă întreagă Nivel mediu Senior Limbă Obligatorie: engleză Analist

Descriere

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.

Cerințe

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.

Beneficii

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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