Wealth Planning Analyst
Mariner
- Salary
- $60k - $80k
- Location
- Tigard, Oregon, 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, Financial Planning or related field (or completion within 6 months); internship in financial planning or wealth management; commitment to pursue Series 65 license; proficiency in Microsoft Office Suite.
About Mariner
Privately held U.S. wealth management firm serving individuals, families, businesses and institutions with financial and investment advice.
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