Mariner Wealth Advisors
Wealth Planning Analyst
Sarasota, FL · Internship
Sponsorship not specifiedDetected 29 days ago
ExcelResearchCommunicationProblem SolvingTime ManagementMicrosoft Office
About the role
- The Wealth Planning Analyst is an essential member of the wealth management team and serves as the starting point in the advisor career path.
Responsibilities
- Support client service activities, including preparing paperwork, coordinating money movement requests, and processing account maintenance tasks.
- Provide overflow support to Client Service Associates during client onboarding, ensuring account documentation is complete, accurate, and timely.
- Gather and organize client financial data-including assets, liabilities, income, and expenses-to support advisor analysis.
- Assist in developing financial projections and "what-if" planning scenarios for advisor review.
- Prepare reports and summaries of research findings to support advisor recommendations.
Nice to have
- Completed Bachelor's degree in Finance, Financial Planning or related field preferred or completion within 6 months of hire.
- Internship experience within a financial planning or wealth management organization.
- Commitment to pursuing the Series 65 license within a defined timeframe after hire.
Skills
- Familiarity with financial planning concepts and planning/investment software (e.g., eMoney, Holistiplan, Nitrogen or similar tools
- formal training will be provided.
- Clear and professional written and verbal communication skills, with the ability to summarize findings for senior advisors.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and ability to quickly learn new systems and processes.
Benefits
- Required Education and Experience:
- Preferred Education and Experience:
Company info
- Interest in pursuing the CFP designation as part of long-term professional development.
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This listing is sourced directly from Mariner Wealth Advisors's careers page and normalized into a canonical job model.