Wealth Planning Analyst: Launch Your Advisor Career

Mariner

Sarasota, FL

JOB DETAILS
SKILLS
Analysis Skills, Customer Support/Service, Finance, Finance Software, Financial Planning, Series 65, Wealth Management
LOCATION
Sarasota, FL
POSTED
Today

Mariner is seeking a Wealth Planning Analyst to join their wealth management team. This role is essential for aspiring advisors, providing support in client meetings, research, and financial plans. The position offers a pathway to becoming a licensed advisor through skill development and exposure to client service activities.Ideal candidates will possess a Bachelor's degree in Finance, relevant internship experience, and a commitment to pursuing a Series 65 license. Strong analytical skills and proficiency in financial planning software are required.#J-18808-Ljbffr

About the Company

M

Mariner