Mariner · 1 month ago
Senior Wealth Analyst, Mariner Ultra
United States
Full-time
Remote
Mid, Senior Level
3+ years expMariner Wealth Advisors is a financial services firm, and they are seeking a Senior Wealth Analyst to manage and analyze investment portfolios. The role involves creating various financial reports, assisting in client service, and educating junior teammates.
ConsultingFinancial ServicesRisk Management
Responsibilities
Review, model, analyze, and rebalance investment portfolios
Develop an understanding of investments, markets, and planning
Create balance sheets, allocation reports, performance reports, cash flow analysis, Monte Carlo simulations, and other client reports
Assist in all aspects of client service, including but not limited to spreadsheets, analyses, letters, tax documentation, emails, presentations, and data input
Create and deliver prospective client proposals and inventories
Become an expert in one of the core disciplines/tools (technology, concept, etc.)
Ongoing demonstration of interest to learn beyond the regular office environment. Purposefully educate junior teammates to ensure their success
Qualification
Required
Bachelor's degree in finance, Accounting, Economics or similar field required
Minimum of 3-5 years of experience in a similar role required. Internship experience may be applicable
Series 65 Required (Series 7 or 66 may be used as substitute). Must be obtained within three months of employment
Organized, analytical, and detail oriented
Self-motivated and independent yet exhibits a team player attitude
Indomitable work ethic and the willingness to work additional hours as needed
Strong willingness to learn
Outstanding written and verbal communication skills
Understanding of basic planning to service ULTR clients
Preferred
Advanced degree, designations, and/or certifications preferred (CPA, CFP, MBA, etc.). Demonstrated related experience may substitute for preferred education
Company
Mariner
Your wealth plan shouldn’t sit still. Neither do we.
1001-5000 employees
H1B Sponsorship
Mariner has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2021 (1)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
$75MKey Investors
Neuberger BermanPenfund
2024-10-29Private Equity
2022-01-06Debt Financing· $75M
Leadership Team
Marty Bicknell
Founder & CEO
F
Faith Xenos
Director and Senior Wealth Advisor
Recent News
Morningstar.com
2025-08-26
2025-05-02
2025-04-30
Company data provided by crunchbase