About this role
Senior Wealth Analyst at Mariner Wealth Advisors. Location: United States. Role: reviewing portfolios, modeling investments, analyzing performance Requirements: 3+ years in wealth management or financial planning; Series 65 required within 3 months; Series 7 or 66 may substitute; Bachelor's in Finance or Economics; CPA/CFP/MBA preferred. Category: Finance and Accounting Seniority: Mid Level Tools: Excel, PowerPoint, Financial modeling, Monte Carlo simulations Certifications: series 65, series 7, series 66 Commitment: Full Time Workplace: Remote Languages: English