About this role
Research Analyst at Mariner Wealth Advisors. Location: Sarasota, Florida, United States. Role: fundamental analysis, asset allocation, research reports Requirements: Bachelor’s preferred; 0-3 years in financial services; advanced Excel and PowerPoint; Bloomberg; Series 65, CFA, CFP or willing to pursue Category: Finance and Accounting Seniority: Entry Level Tools: Microsoft Excel, PowerPoint, Bloomberg Terminal Certifications: series 65, cfa, cfp Commitment: Full Time Workplace: Onsite Languages: English