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Reducing Manufacturers' Cost of Quality
Senior Wealth Analyst
Location
California
Posted
114 days ago
Salary
$100K - $125K / year
Seniority
Senior
Job Description
Senior Wealth Analyst
Mariner
• 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.).
Job Requirements
- Bachelor’s degree in Finance, Accounting, Economics or similar field required.
- Advanced degree, designations, and/or certifications preferred (CPA, CFP, MBA, etc.). Demonstrated related experience may substitute for preferred education.
- Minimum of 3 years of experience in similar role required.
- Series 65 Required (Series 7 or 66 may be used as substitute). Must be obtained within three months of employment.
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
- Bonuses
- Stock options
- Equipment allowances
- Wellness programs
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