Wealth Planning Analyst

Mariner • Novi, MI

2d

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. The analyst develops technical, analytical, and client service skills as part of their professional development toward becoming a licensed advisor.

The role includes communicating with clients, supporting client service and onboarding, coordinating meetings, preparing agendas and materials, participating in meetings, gathering and organizing client financial data, entering information into financial planning software, preparing initial plan drafts, assisting with financial projections and planning scenarios, researching portfolio holdings and performance, and preparing research summaries for advisor review.

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.
• Demonstrated ability to provide a high-quality, professional client experience through clear communication, responsiveness, and follow-through.
• Foundational knowledge of financial planning concepts and the wealth management process, including account types, investment vehicles, and core planning strategies.
• Strong organizational and time management skills.
• Detail-oriented, with analytical and problem-solving skills to support data gathering, plan development, and portfolio research.
• Clear and 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 learn new systems and processes.
• Collaborative mindset, enthusiasm for learning, and 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 and investment software such as eMoney, Holistiplan, or Nitrogen, or similar tools.

Responsibilities

• Answer basic client questions, assist with account access, and explain reports or statements clearly and professionally.
• Prepare paperwork, coordinate money movement requests, and process account maintenance tasks.
• Provide overflow support to Client Service Associates during client onboarding and help ensure account documentation is complete, accurate, and timely.
• Coordinate onsite and virtual client meeting schedules and related logistics.
• Prepare meeting agendas and supporting materials for advisors.
• Participate in client meetings, take detailed notes, capture action items, and assist 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 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

• Innovative workplace and a culture that fosters camaraderie, teamwork, and work-life balance.
• Progressive opportunities and support for professional growth.

What This Job Offers

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