About the role
Mariner Wealth Advisors seeks a Wealth Planning Analyst for the Overland Park, KS office. This role supports licensed financial advisors and is designed for those interested in building a career as a financial advisor. The position offers hands-on experience in client service, research, and financial planning, while developing technical and analytical skills.
What You Will Do
- Serve as an initial point of contact for clients: answer questions, help with account access, and explain reports or statements.
- Prepare documents, coordinate money transfers, and manage account maintenance requests as part of client service activities.
- Assist Client Service Associates during onboarding by ensuring all account documentation is accurate and submitted promptly.
- Arrange logistics for client meetings, both in-person and virtual.
- Create meeting agendas, gather supporting materials, and help advisors prepare for client interactions.
- Participate in client meetings: take detailed notes, document action items, and support follow-up activities.
- Collect and organize client financial data such as assets, liabilities, income, and expenses to support advisor analysis.
- Enter client data into financial planning software and draft initial financial plans with guidance from licensed advisors.
- Assist in building financial projections and scenario analyses for advisor review.
- Research portfolio holdings, performance metrics, fees, and asset allocation using approved resources.
- Prepare reports and summaries of research findings to support advisor recommendations.
Skills Developed
- Technical and analytical abilities in financial planning
- Customer service and client communication
- Experience with financial planning software and research tools
