Maller Wealth Advisors, Inc. · 1 day ago
Planning Analyst
Hunt Valley, MD
Full-time
Hybrid
Entry Level
$65K/yr - $65K/yr
2+ years expMaller Wealth Advisors is a growing, independent wealth management firm serving high-net-worth and ultra-high-net-worth families across the country. They are seeking a Planning Analyst to join their advisory team, where the role involves supporting client services, financial planning, and business development efforts.
Financial ServicesProfessional ServicesWealth Management
Hiring Manager
Matthew Aversa, ChFC®
Responsibilities
Answer routine client service requests with professionalism and care
Support Lead Advisors and Partners with meeting prep and follow-up
Assist with new client onboarding and data gathering
Input and maintain client data in financial planning software
Run financial plan scenarios and model financial decisions
Perform investment research and asset allocation analysis
Assist with annual financial plan updates and custom analyses
Assist with preparation for business development events
Attend events and complete follow-up tasks (CRM documentation, coordination)
Qualification
Required
Minimum of 2 years of experience in financial services, planning, or a related field
Strong attention to detail and follow-through
Comfortable working with numbers, systems, and structured processes
Genuine interest in financial planning and wealth management as a career
SIE exam completed within the first 60 days
Series 7 and Series 66 and Life & Health licensing
Enrollment and progress toward the CFP® designation
Ongoing mentorship, training, and clear advancement benchmarks
Preferred
Bachelor's degree (finance, economics, business, or similar preferred)
Benefits
Annual Bonus Opportunity: 10% of Salary
Health, Dental, Vision, Life Insurance Benefits
401(k) Match and Profit Sharing after 1 year of employment
Quarterly Team Building Events
Weekly Lunch & Learn Meetings with Strategic Partners
Hybrid Work Environment (Mon/Fri WFH)
Company
Maller Wealth Advisors, Inc.
Maller Wealth Advisors – headquartered in Hunt Valley, Maryland – is a preeminent investment management and financial planning firm that offers high-income and ultra-high-net-worth individuals and business owners unbiased advice, services, and solutions as well as an unparalleled client experience.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Peter Maller MBA, CFP®, AEP®
Founder & CEO
Devon Gluck, CFP®, CIMA®
Partner, Financial Planner
Company data provided by crunchbase