About this role
Analyst, Portfolio Management at Mariner Wealth Advisors. Location: United States. Role: managing portfolios, rebalancing portfolios, coordinating onboarding Requirements: 3+ years in financial planning or investment management, Bachelor's degree preferred, Series 65 (or equivalent), strong Excel and portfolio management software skills, analytical and communication abilities. Category: Finance and Accounting Seniority: Mid Level Tools: Orion Eclipse, Advent Black Diamond, Microsoft Excel Certifications: series 65 Commitment: Full Time Workplace: Remote Languages: English