[Remote] Senior Wealth Analyst

Note: The job is a remote job and is open to candidates in USA. Mariner is a firm focused on providing advisory services to Ultra High Net Worth clients. The Senior Wealth Analyst is responsible for offering technical support to the advisory team through data gathering, investment analysis, and assisting in the preparation of financial statements and presentations.ResponsibilitiesReview, model, analyze, and rebalance investment portfoliosDevelop an understanding of investments, markets, and planningCreate balance sheets, allocation reports, performance reports, cash flow analysis, Monte Carlo simulations, and other client reportsAssist in all aspects of client service, including but not limited to spreadsheets, analyses, letters, tax documentation, emails, presentations, and data inputCreate and deliver prospective client proposals and inventoriesBecome an expert in one of the core disciplines/tools (technology, concept, etc.)SkillsBachelor's degree in Finance, Accounting, Economics or similar field requiredMinimum of 3 years of experience in similar role requiredSeries 65 Required (Series 7 or 66 may be used as substitute). Must be obtained within three months of employmentOrganized, analytical, and detail orientedSelf-motivated and independent yet exhibits a team player attitudeIndomitable work ethic and the willingness to work additional hours as neededStrong willingness to learnOutstanding written and verbal communication skillsAdvanced degree, designations, and/or certifications preferred (CPA, CFP, MBA, etc.)Demonstrated related experience may substitute for preferred educationCompany OverviewYour wealth plan shouldn’t sit still. Neither do we. It was founded in 2006, and is headquartered in Leawood, Kansas, USA, with a workforce of 1001-5000 employees. Its website is http://www.marinerwealthadvisors.com.