Mariner
1001 - 5000 employees
💸 Finance
🤝 B2B
💰 $75M Debt financing on 2022-02
Finance • B2B
Mariner is a national wealth management firm that provides comprehensive financial planning and investment management services to individuals, families, advisors, and businesses. The firm offers integrated solutions including wealth planning, tax planning and preparation, estate and trust services, insurance solutions, retirement plan services, institutional cash management, and valuation and advisory services. Mariner supports advisors with in-house teams and serves a range of client segments—executives, professional athletes, medical and dental professionals, and business owners—focusing on fiduciary advice and collaborative, sophisticated wealth strategies.
Senior Wealth Analyst
🕒 May 26
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Mariner
1001 - 5000 employees
💸 Finance
🤝 B2B
💰 $75M Debt financing on 2022-02
Finance • B2B
Mariner is a national wealth management firm that provides comprehensive financial planning and investment management services to individuals, families, advisors, and businesses. The firm offers integrated solutions including wealth planning, tax planning and preparation, estate and trust services, insurance solutions, retirement plan services, institutional cash management, and valuation and advisory services. Mariner supports advisors with in-house teams and serves a range of client segments—executives, professional athletes, medical and dental professionals, and business owners—focusing on fiduciary advice and collaborative, sophisticated wealth strategies.
📋 Description
• 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.).
🎯 Requirements
• Bachelor’s degree in Finance, Accounting, Economics or similar field required. • Advanced degree, designations, and/or certifications preferred (CPA, CFP, MBA, etc.). • Demonstrated related experience may substitute for preferred education. • Minimum of 3 years of experience in similar role required. • Series 65 Required (Series 7 or 66 may be used as substitute). Must be obtained within three months of employment.
🏖️ Benefits
• Health insurance • 401(k) matching • Flexible work hours • Paid time off • Professional development opportunities
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