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Wealth Planning Analyst — Path to Licensed Advisory
Job in
Cincinnati, Hamilton County, Ohio, 45208, USA
Listed on 2026-06-11
Listing for:
Mariner-Finance
Full Time
position Listed on 2026-06-11
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Consultant
Job Description & How to Apply Below
Mariner-Finance is looking for a Wealth Planning Analyst to support licensed advisors in managing client relationships. This role involves coordinating meetings, conducting research, and preparing financial plans to ensure clients receive top-notch service.
The ideal candidate will hold a Bachelor’s degree in Finance or a related field and is committed to obtaining the Series 65 license. Intern experience in the finance sector is preferred.
Candidates should exhibit strong analytical skills, attention to detail, and proficiency in financial planning software.
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