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Mariner
Mariner
1001 – 5000 Zaposleni
Sponzor vizuma H1BFinanceSvetovanjeZavarovanje
Mariner je nacionalno podjetje za upravljanje premoženja, ki posameznikom, družinam, finančnim svetovalcem in podjetjem nudi storitve celostnega finančnega načrtovanja in upravljanja naložb. Njegove storitve vključujejo načrtovanje premoženja, davčno načrtovanje in pripravo davčnih napovedi, storitve na področju zapuščin in skladov, zavarovanje, pokojninske načrte, institucionalno upravljanje denarnih sredstev ter vrednotenje in svetovanje. Mariner podpira tudi svetovalce z internimi ekipami in razvija fiduciarne strategije upravljanja premoženja za vodstvene delavce, profesionalne športnike, zdravstvene in zobozdravstvene strokovnjake ter lastnike podjetij.
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Delovna mesta v podjetju

Wealth Planning Analyst

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

USZdružene države AmerikeMAMassachusetts
73.375 $ – 99.000 $ / leto
HibridnoPolni delovni časSrednja ravenSeniorZahtevani Jezik: angleščinaAnalitik

Opis

  • 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.

Zahteve

  • 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.

Ugodnosti

  • 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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