---
title: 'Wealth Planning Analyst at Mariner'
canonical: 'https://feeny.ai/job/wealth-planning-analyst-mariner-tigard-dcaespg36aab'
type: 'job'
last_seen: '2026-10-15'
---

# Wealth Planning Analyst at Mariner

- **Company:** Mariner
- **Location:** Tigard, OR
- **Employment:** full-time
- **Work type:** onsite
- **Posted:** 2026-10-07
- **Last confirmed live:** 2026-10-15
- **Apply:** https://jobs.ashbyhq.com/mariner-careers/867efa3b-bd87-4f97-835f-3994302ebcc2

## Job description

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.
- Provide overflow support to Client Service Associates during client onboarding, ensuring account documentation is complete, accurate, and timely.
- Coordinate scheduling for client meetings (both onsite and virtual) and manage related logistics.
- Prepare meeting agendas, assemble supporting materials, and ensure advisors are fully equipped for client discussions.
- Participate in client meetings by taking detailed notes, capturing action items, and assisting with follow-up deliverables.
- Gather and organize client financial data—including assets, liabilities, income, and expenses—to support advisor analysis.
- Enter client information into financial planning software and prepare initial plan drafts under the direction of licensed advisors.
- Assist in developing financial projections and “what-if” planning scenarios for advisor review.
- Research portfolio holdings, performance, fees, and asset allocation using firm-approved tools and resources.
- Prepare reports and summaries of research findings to support advisor recommendations.

## Qualifications

Required Education and Experience:

- Completed Bachelor’s degree in Finance, Financial Planning or related field preferred or completion within 6 months of hire.
- Internship experience within a financial planning or wealth management organization.
- Commitment to pursuing the Series 65 license within a defined timeframe after hire.

Preferred Education and Experience:

- Interest in pursuing the CFP designation as part of long-term professional development.

## Skills and Knowledge

- Demonstrated ability to deliver high-quality, professional client experience through clear communication, responsiveness, and follow-through.
- Familiarity with financial planning concepts and planning/investment software (e.g., eMoney, Holistiplan, Nitrogen or similar tools; formal training will be provided.
- Foundational knowledge of the wealth management process, including account types, investment vehicles, and core planning strategies, with a strong interest in deepening expertise.
- Strong organizational and time management skills with the ability to balance academic commitments and professional responsibilities when applicable.
- Detail-oriented with solid analytical and problem-solving skills to support data gathering, plan development, and portfolio research.
- Clear and professional written and verbal communication skills, with the ability to summarize findings for senior advisors.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and ability to quickly learn new systems and processes.
- Collaborative mindset with enthusiasm for learning and contributing as part of an advisor team.
- Commitment to professional growth and eventual progression into a client-facing advisor role.

We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.

By submitting your application, you agree to the collection and use of your personal information as described in our [Employee and Applicant Privacy Notice](https://www.marinerwealthadvisors.com/mariner-employee-applicant-privacy-notice/).

## EOE M/F/D/V

## About Mariner

## Company Overview
- **One-liner**: Mariner is a privately held national financial services firm built to support modern wealth needs and the advisors who serve them, providing wealth management, investment solutions, and operational support.
- **Entity Type**: Private (privately held)
- **Headquarters**: Overland Park, Kansas, United States (based on company website and industry sources)
- **Founded**: 2006
- **Founders**: Marty Bicknell

## Core Business
- **Primary industry**: Financial services – wealth management, investment advisory, and RIA (Registered Investment Advisor) platform.
- **Target customers**: B2B (financial advisors, independent practices) and B2C (high-net-worth and mass-affluent clients served through advisors). Serves enterprise‑scale and independent advisors.
- **Mission or purpose statement**: “Positively impact the lives of many” by creating opportunities for clients, advisors, and communities.

## Products & Services
- **Wealth Management Platform**: A comprehensive suite of services including investment management, estate planning, tax advice, insurance, and wealth advisory backed by in‑house specialists.
- **Mariner Advisor Model**: Advisors join as firm employees with access to national‑scale resources, back‑office support, and collaboration.
- **Mariner Independent**: Advisors own their own practice while partnering with Mariner for infrastructure, compliance, and specialized expertise.
- **Corporate Services**: Support for tax professionals, operations, IT, marketing, HR, legal, and accounting & finance roles within the firm.

## Market Standing
- **Valuation/Market Cap**: Not publicly available (privately held, no disclosed valuation)
- **Key Metric**: Over **$632 billion in assets under advisement** as of December 31, 2025. The firm started with $300 million in 2006.
- **Notable Investors/Partners**: Barron’s ranked Mariner #6 Mega RIA in 2025 (top five 100 RIAs from 2016‑2024). No external equity investors disclosed.
- **Growth Signals**: 
  - Sustained ranking as a top‑tier RIA.
  - Active acquisition strategy (multiple firms joining the Mariner family).
  - Continued investment in people, technology, and capabilities.
  - Donated through the Mariner Foundation in 2025.

## Competitive Advantages
- **Scale with autonomy**: Advisors gain the infrastructure and specialist teams of a national firm while retaining the ability to operate in the model that best fits their goals (employee‑advisor or independent).
- **In‑house expertise**: Dedicated teams in tax, estate planning, insurance, and investment management reduce the need for third‑party outsourcing.
- **Multiple partnership pathways**: Unique flexibility to join as an advisor, via acquisition, or as an independent practice owner—all under the same brand and support umbrella.
- **Culture of collaboration**: Knowledge‑sharing and team‑oriented environment with a focus on putting clients first.

## Strategic Focus
- **Growth through advisor support**: Positioned to help advisors navigate the expected exit of up to 110,000 advisors over the next decade (per McKinsey) by providing the infrastructure to scale their practices.
- **Continued expansion**: Building out geographic presence and service capabilities via acquisitions and organic development.
- **Technology and capability investment**: Ongoing updates to business operations infrastructure to allow advisors to focus on clients.
- **Deepening client relationships**: Expanding tax, estate, and insurance services that were often built in response to client needs.

## Why Work Here
- **Culture highlights**: Collaborative, team‑oriented, and driven by a “clients first” mantra. Values diversity and inclusion, and offers a sense of belonging to a shared mission.
- **Remote/hybrid/office policy**: Supports different ways of working—advisors and associates have flexibility to engage in‑office or remotely. “Dress for your day” policy.
- **Notable perks and benefits**:
  - Comprehensive healthcare (medical, vision, dental)
  - Paid time off, 11 paid holidays, parental leave
  - 401(k) with company match
  - Wellness program, HSA & FSA, life & AD&D insurance
  - Telehealth, associate assistance fund, health & wellness awards
  - Education reimbursement, wealth advisory services
  - Client and associate referral bonuses, peer recognition program
  - Paid volunteer hours, identity theft protection
  - Discounts at local and national stores
- **Engineering/IT culture**: Corporate opportunities in IT, operations, marketing, HR, legal, and finance—all part of building the platform that supports advisors.

## Sources
1. [joinmariner.com/about-mariner/](https://joinmariner.com/about-mariner/)
2. [marinerwealthadvisors.com/careers/](https://www.marinerwealthadvisors.com/careers/)
3. [joinmariner.com](https://joinmariner.com/)
4. [joinmariner.com/why-mariner](https://joinmariner.com/about-mariner/why-mariner/)
5. [jobs.ashbyhq.com/mariner-careers](https://jobs.ashbyhq.com/mariner-careers)

## Other roles at Mariner

- [Tax Manager](https://feeny.ai/job/tax-manager-mariner-cincinnati-yx6emjzkfbx9) — Cincinnati, OH
- [Wealth Advisor](https://feeny.ai/job/wealth-advisor-mariner-san-diego-e1183q7q5sfa) — San Diego, CA
- [Client Service Associate](https://feeny.ai/job/client-service-associate-mariner-brentwood-75qtydgbsmra) — Brentwood, MO
- [Client Service Associate](https://feeny.ai/job/client-service-associate-mariner-pittsburgh-nnbj37ap02ta) — Pittsburgh, PA
- [Security Engineer (Product & Business Enablement)](https://feeny.ai/job/security-engineer-product-business-enablement-mariner-united-states-dpzaf6y57190) — United States
- [Product Security & Business Enablement Lead](https://feeny.ai/job/product-security-business-enablement-lead-mariner-united-states-knvfc7scrzf5) — United States
- [Head of Applied Financial Expertise, Mariner Academy](https://feeny.ai/job/head-of-applied-financial-expertise-mariner-academy-mariner-united-states-n3dn2tpe3de1) — United States
- [Advisor Capability & Performance Manager, Mariner Academy](https://feeny.ai/job/advisor-capability-performance-manager-mariner-academy-mariner-united-states-z6w9tgk64j6w) — United States
- [Intern, Financial Planning](https://feeny.ai/job/intern-financial-planning-mariner-sandy-springs-cqff0td2axs5) — Sandy Springs, GA
- [Intern, Financial Planning - Bellevue, WA](https://feeny.ai/job/intern-financial-planning-bellevue-wa-mariner-bellevue-8y075ywf8r8k) — Bellevue, WA