Senior Wealth Analyst, Mariner Ultra jobs in United States
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Mariner · 1 week ago

Senior Wealth Analyst, Mariner Ultra

positionUnited States
timeFull-time
remoteRemote
seniorityMid, Senior Level
date3+ years exp

Mariner is a privately held national financial services firm equipped with the experience to meet modern wealth needs. The Senior Wealth Analyst will review and analyze investment portfolios, assist in client services, and contribute to the development of financial reports and proposals.

ConsultingFinancial ServicesRisk Management
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Comp. & Benefits
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H1B Sponsor Likelynote

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

Financial analysisInvestment portfolio managementCPA certificationAdvanced degreeWillingness to learnTeam playerCommunication skillsDetail orientedSelf-motivated

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

Preferred

Advanced degree, designations, and/or certifications preferred (CPA, CFP, MBA, etc.). Demonstrated related experience may substitute for preferred education

Company

Mariner

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Your wealth plan shouldn’t sit still. Neither do we.
dateFounded in 2006
location
Leawood, Kansas, USA
people-size1001-5000 employees
web-link
http://www.marinerwealthadvisors.com/

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 Stage
Total Funding
$75M
Key Investors
Neuberger BermanPenfund
2024-10-29Private Equity
2022-01-06Debt Financing· $75M

Leadership Team

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Marty Bicknell
Founder & CEO
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Faith Xenos
Director and Senior Wealth Advisor
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Company data provided by crunchbase