Wealth Planning Analyst — Path to Licensed Advisory
Mariner
Mariner in Cincinnati is seeking a Wealth Planning Analyst to support licensed advisors by coordinating client meetings and preparing financial plans. This role will help develop strong technical, analytical, and client service skills. The ideal candidate will have a Bachelor's degree in Finance or a related field, internship experience, and a commitment to pursuing the Series 65 license. Join us for a progressive career in a collaborative environment. #J-18808-Ljbffr Mariner
Vacancy posted 3 days ago
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