About this role
Wealth Planning Analyst at Mariner Wealth Advisors. Location: Sarasota, Florida, United States. Role: supporting advisors, preparing plans, coordinating meetings Requirements: Bachelor's in finance/related preferred, internship experience, commitment to pursue Series 65, proficiency with eMoney/Holistiplan/Nitrogen and Microsoft Office, strong communication, analytical, and client-service skills. Category: Finance and Accounting Seniority: Entry Level Tools: eMoney, Holistiplan, Nitrogen, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint Certifications: series 65 Commitment: Full Time Workplace: Onsite Languages: English