Senior Wealth Analyst
Mariner
full-time
Posted on:
Location Type: Remote
Location: Remote • California • 🇺🇸 United States
Visit company websiteJob Level
Senior
About the role
- Review, model, analyze, and rebalance investment portfolios.
- Develop an understanding of investments, markets, and planning.
- Create balance sheets, allocation reports, performance reports, cash flow analysis, Monte Carlo simulations, and other client reports.
- Assist in all aspects of client service, including but not limited to spreadsheets, analyses, letters, tax documentation, emails, presentations, and data input.
- Create and deliver prospective client proposals and inventories.
- Become an expert in one of the core disciplines/tools (technology, concept, etc.)
- Ongoing demonstration of interest to learn beyond the regular office environment. Purposefully educate junior teammates to ensure their success
Requirements
- Bachelor’s degree in finance, Accounting, Economics or similar field required.
- Minimum of 3-5 years of experience in a similar role required. Internship experience may be applicable.
- Advanced degree, designations, and/or certifications preferred (CPA, CFP, MBA, etc.) Demonstrated related experience may substitute for preferred education
- Series 65 Required (Series 7 or 66 may be used as substitute). Must be obtained within three months of employment.
Benefits
- EOE M/F/D/V 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
investment portfolio analysisbalance sheet creationallocation reportsperformance reportscash flow analysisMonte Carlo simulationsclient proposalsdata inputfinancial modelingclient service
Soft skills
interpersonal skillscommunication skillsteam leadershiporganizational skillseducational mentoringanalytical thinkingproblem-solvingattention to detailadaptabilityinitiative
Certifications
Bachelor's degreeCPACFPMBASeries 65Series 7Series 66