Wealth Planning Analyst

Mariner • Tigard, OR

11h • $58,000 - $79,000

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 toward becoming a licensed advisor.

The position offers progressive opportunities and supports professional growth in a diverse, collaborative workplace that values camaraderie, teamwork, community involvement, and work-life balance.

Requirements

• Completed bachelor's degree in Finance, Financial Planning, or a related field, or expected completion within six months of hire; the posting describes this as preferred under required education and experience.
• 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.
• Attention to detail and solid analytical and problem-solving skills for data gathering, plan development, and portfolio research.
• Clear, professional written and verbal communication skills and 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 quickly.
• Collaborative mindset, enthusiasm for learning, and willingness to contribute 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 eMoney, Holistiplan, Nitrogen, or similar planning and investment software.

Responsibilities

• Answer clients’ basic questions, assist with account access, and explain reports or statements clearly and professionally.
• Support client service activities by preparing paperwork, coordinating money movement requests, and processing 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, 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

• Innovative workplace and a culture that fosters camaraderie, teamwork, and work-life balance.
• Progressive opportunities and support for professional growth.
• Support for associates’ career goals in a diverse culture.
• Opportunities to give back to the community.

What This Job Offers

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