Wealth Planning Analyst
Mariner · Boston, MA
$56k/yr (est.)Posted 11d agoAccounting & Finance
Position summary
The Wealth Planning Analyst is an essential member of the wealth management team and serves as the starting point in the advisor career path. This role supports licensed advisors by coordinating client meetings, conducting research, preparing financial plans, and assisting with follow-up activities necessary for effective client wealth management. The Wealth Planning Analyst builds strong technical, analytical, and client service skills as part of their professional development toward becoming …
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