Responsibilities

• Review, model, analyze, and rebalance investment portfolios.
• 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.
• Assist in all aspects of client service, including but not limited to spreadsheets, analyses, letters, tax documentation, emails, presentations, and data input.
• Create and deliver prospective client proposals and inventories.
• Become an expert in one of the core disciplines/tools (technology, concept, etc.)
• Ongoing demonstration of interest to learn beyond the regular office environment. Purposefully educate junior teammates to ensure their success

Skills and Knowledge

• 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
• Understanding of basic planning to service ULTR clients

Qualifications

• Bachelor’s degree in finance, Accounting, Economics or similar field required.
• Minimum of 3-5 years of experience in a similar role required. Internship experience may be applicable.
• Advanced degree, designations, and/or certifications preferred (CPA, CFP, MBA, etc.) 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.

EOE M/F/D/V

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Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025. Learn more at www.mariner.com. Mariner is committed to, and maintains, a drug-free workplace. For further information, click here.

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At Mariner, behind every advisor is a team of advisors. And behind that, youʼll find the answers to complex questions about taxes, insurance, estate planning, tech and more. Itʼs how we give advisors access to a new level of support to give their clients access to a new level of advice.

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The Senior Wealth Analyst position 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. In this role, you are responsible for providing technical support to the advisory team by data gathering, scenario building, investment analysis, and plan presentation. 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.