Mariner
Senior Wealth Analyst
United States · Senior
Sponsorship not specifiedDetected 84 days ago
AccountingCustomer SupportCommunicationPublic Speaking
About the role
- The Senior Wealth Analyst works on our Ultra High Net Worth advisory team, working with our wealthiest and most complex clients.
- The work can be demanding, but those who do well in this role are excited by the uniqueness and challenges of the populations we service.
- You will also assist in the preparation and review of personal financial statements, allocation tables, portfolio transitions, estate planning modeling, presentation decks, and participate in internal strategy discussions for clients.
Responsibilities
- Develop an understanding of investments, markets, and planning
- Create balance sheets, allocation reports, performance reports, cash flow analysis, Monte Carlo simulations, and other client reports.
- Create and deliver prospective client proposals and inventories.
- In this role, you are responsible for providing technical support to the advisory team by data gathering, scenario building, investment analysis, and plan presentation.
Requirements
- Bachelor's degree in Finance, Accounting, Economics or similar field required.
- Minimum of 3 years of experience in similar role required.
- Series 65 Required (Series 7 or 66 may be used as substitute).
- Must be obtained within three months of employment.
- Demonstrated related experience may substitute for preferred education.
- Series 65 Required (Series 7 or 66 may be used as substitute). Must be obtained within three months of employment.
Nice to have
- Advanced degree, designations, and/or certifications preferred (CPA, CFP, MBA, etc.).
Skills
- Organized, analytical, and detail oriented
- Self-motivated and independent yet exhibits a team player attitude
- Indomitable work ethic and the willingness to work additional hours as needed
- Strong willingness to learn
- Outstanding written and verbal communication skills
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This listing is sourced directly from Mariner's careers page and normalized into a canonical job model.