Wealth Planning Analyst

Mariner

. Communicate with clients by answering basic questions, assisting with account access, and explaining reports or statements .

Posted 10/12/2026full-timeBoston • Massachusetts • United StatesMid-LevelSenior💰 $73,375 - $99,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates foundational knowledge in financial planning concepts and investment vehicles, with proficiency in financial planning software and strong analytical skills. Committed to professional growth and pursuing relevant certifications to advance in a client-facing advisor role.

Highest-signal resume keywords

Bachelor's Degree In FinanceInternship Experience In Financial PlanningProficiency In Financial Planning SoftwareStrong Organizational SkillsClear Written And Verbal Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Data AnalysisAccount MaintenanceFinancial ProjectionsResearch And ReportingClient Onboarding Support

Soft Skills

Detail-OrientedAnalytical Problem-SolvingCollaborative MindsetTime ManagementEnthusiasm For Learning

Tools & Technologies

EMoneyHolistiplanNitrogenMicrosoft Office Suite

Certifications & Qualifications

Series 65 LicenseCFP Designation

Industry Keywords

Wealth ManagementInvestment VehiclesFinancial Planning ConceptsClient Service Activities

About the role

Key responsibilities & impact

Communicate with clients by answering basic questions, assisting with account access, and explaining reports or statements
Support client service activities by preparing paperwork, coordinating money movement requests, and processing account maintenance tasks
Provide overflow support during client onboarding and ensure account documentation is complete, accurate, and timely
Coordinate onsite and virtual client meetings and manage related logistics
Prepare meeting agendas and supporting materials for advisors
Participate in client meetings by taking notes, capturing action items, and assisting with follow-up deliverables
Gather and organize client financial data, including assets, liabilities, income, and expenses
Enter client information into financial planning software and prepare initial plan drafts under licensed advisors’ direction
Assist with financial projections and “what-if” planning scenarios
Research portfolio holdings, performance, fees, and asset allocation using firm-approved tools
Prepare reports and summaries of research findings to support advisor recommendations
Develop technical, analytical, and client service skills toward becoming a licensed advisor

Requirements

What you’ll need

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
Interest in pursuing the CFP designation as part of long-term professional development
Familiarity with financial planning concepts and planning/investment software such as eMoney, Holistiplan, Nitrogen or similar tools
Foundational knowledge of account types, investment vehicles, and core planning strategies
Strong organizational and time management skills
Detail-oriented with analytical and problem-solving skills
Clear and professional written and verbal communication skills
Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
Ability to quickly learn new systems and processes
Collaborative mindset and enthusiasm for learning
Commitment to professional growth and eventual progression into a client-facing advisor role
Ability to work onsite and virtually as required by the hybrid role
Legally authorized to work in the United States

Benefits

Comp & perks

Eligibility to participate in an incentive program, subject to program rules and individual and organizational performance
Additional compensation and/or benefits may be available
Progressive opportunities
Professional growth support
Innovative workplace
Camaraderie and teamwork culture
Work-life balance
Diverse and inclusive culture
Support for achieving career goals
Formal training on planning and investment software