layiq
/la·yiq/adjective
worthy; deserving; fitting; suitable.
A role, opportunity, or path that merits attention, time, and pursuit.
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Job opportunity
Wealth Planning Analyst
Tigard, Oregon, United States
Source: Mariner careers · View original posting
- Pay
- $60,000 — $80,000 USD per year
Employer job description
From Mariner's posting. “We” and “our” refer to the employer.
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 a licensed advisor.
Responsibilities:
- Communicate with clients by answering basic questions, assisting with account access, and explaining reports or statements in a clear and professional manner.
- Support client service activities, including preparing paperwork, coordinating money movement requests, and processing account maintenance tasks.