Hiring: Wealth Planning Analyst Company: Mariner Location: Houston, TX Job Posted Time: 2026-09-12 14:27:37 Employment Type: Internship Target Skills & Keywords : CFP, Financial Planning, Microsoft Excel, Microsoft Office, Microsoft PowerPoint, Wealth Management About the job Experience: •Internship experience within a financial planning or wealth management organization. •Interest in pursuing the CFP designation as part of long-term professional development. Required Skills: •Communicate with clients by answering basic questions, assisting with account access, and explaining reports or statements in a clear and professional manner. •Support client service activities, including preparing paperwork, coordinating money movement requests, and processing account maintenance tasks. •Provide overflow support to Client Service Associates during client onboarding, ensuring account documentation is complete, accurate, and timely. •Coordinate scheduling for client meetings (both onsite and virtual) and manage related logistics. •Prepare meeting agendas, assemble supporting materials, and ensure advisors are fully equipped for client discussions. •Participate in client meetings by taking detailed notes, capturing action items, and assisting with follow-up deliverables. •Gather and organize client financial data—including assets, liabilities, income, and expenses—to support advisor analysis. •Assist in developing financial projections and “what-if” planning scenarios for advisor review. Qualifications: •Enter client information into financial planning software and prepare initial plan drafts under the direction of licensed advisors. •Completed Bachelor’s degree in Finance, Financial Planning or related field preferred or completion within 6 months of hire. •Commitment to pursuing the Series 65 license within a defined timeframe after hire. Compensation: •$60,000 - $80,000 / year Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!