Wealth Planning Analyst: Path to Licensed Advisor
Listed on 2026-10-18
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Finance & Banking
Financial Advisor / Consultant, Wealth Management
Mariner Wealth Advisors seeks a Wealth Planning Analyst to support licensed advisors by coordinating client meetings, preparing financial plans, and handling follow-up tasks to ensure high-quality client service. The role builds technical and analytical skills toward becoming a licensed advisor.
Responsibilities include documenting client data, researching investments, and drafting initial plans under supervision. Strong communication and organizational skills are essential for success.
We are seeking a motivated Wealth Planning Analyst:
Path to Licensed Advisor to join Mariner Wealth Advisors in Tigard, OR, United States.
This opportunity is part of our work in Finance, Management & Operations.
The advertised compensation is 60.000 - 90.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Wealth Planning Analyst:
Path to Licensed Advisor role in the description above.
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