Wealth Planning Analyst

Mariner • Boston, MA

11d • $73,375 - $85,000

About The Position

The Wealth Planning Analyst is an essential member of the wealth management team and serves as the starting point in the advisor career path. The role supports licensed advisors by coordinating client meetings, conducting research, preparing financial plans, and assisting with follow-up activities necessary for effective client wealth management. The analyst develops technical, analytical, and client service skills as part of professional development toward becoming a licensed advisor.

Requirements

• Completed bachelor’s degree in Finance, Financial Planning, or a related field, or completion within six 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.
• Ability to deliver a high-quality, professional client experience through clear communication, responsiveness, and follow-through.
• Familiarity with financial planning concepts and planning or investment software; formal training will be provided.
• Foundational knowledge of the wealth management process, including account types, investment vehicles, and core planning strategies, and interest in deepening expertise.
• Strong organizational and time management skills, including the ability to balance academic commitments and professional responsibilities when applicable.
• Detail orientation and solid analytical and problem-solving skills to support data gathering, plan development, and portfolio research.
• Clear, professional written and verbal communication skills, including the ability to summarize findings for senior advisors.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, and PowerPoint) and ability to quickly learn new systems and processes.
• Collaborative mindset and enthusiasm for learning and contributing as part of an advisor team.
• Commitment to professional growth and eventual progression into a client-facing advisor role.

Nice To Haves

• Interest in pursuing the CFP designation as part of long-term professional development.
• Familiarity with financial planning or investment software such as eMoney, Holistiplan, or Nitrogen.

Responsibilities

• Communicate with clients by answering basic questions, assisting with account access, and explaining reports or statements clearly and professionally.
• 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.
• Coordinate onsite and virtual client meeting schedules and manage related logistics.
• Prepare meeting agendas, assemble supporting materials, and ensure advisors are equipped for client discussions.
• Participate in client meetings by taking detailed notes, capturing action items, and assisting with follow-up deliverables.
• Gather and organize client financial data, including assets, liabilities, income, and expenses, to support advisor analysis.
• Enter client information into financial planning software and prepare initial plan drafts under the direction of licensed advisors.
• Assist in developing financial projections and “what-if” planning scenarios for advisor review.
• Research portfolio holdings, performance, fees, and asset allocation using firm-approved tools and resources.
• Prepare reports and summaries of research findings to support advisor recommendations.

Benefits

• Progressive opportunities and active support for professional growth.
• Opportunities to give back to the community.
• An innovative workplace and a culture that fosters camaraderie, teamwork, and work-life balance.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level