Wealth Planning Analyst
Mariner
- Salary
- $73k - $99k
- Location
- Boston, Massachusetts, United States
- Job type
- Full-time
Required skills
- eMoney
- Holistiplan
- Nitrogen
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Microsoft PowerPoint
About the role
Bachelor's degree in Finance or related field preferred or within 6 months; internship in financial planning; commitment to Series 65; proficiency in Microsoft Office and financial planning software.
About Mariner
Privately held U.S. wealth management firm serving individuals, families, businesses and institutions with financial and investment advice.
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