Wealth Planning Analyst

Company

Mariner

Where

Tigard, OR

Level

Junior

First seen

November 11, 2026

Postings

2

Listed via

Ashby

What the posting says

This 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 Wealth Planning Analyst builds strong technical, analytical, and client service skills as part of their professional development toward becoming a licensed advisor. RESPONSIBILITIES: - Communicate with clients by answering basic questions, assisting with account access, and explaining reports or statements in a clear and professional manner. - Support client service activities,…

Read more and apply on Mariner's site

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