Planning Analyst

Overview

Maller Wealth Advisors is a growing, independent wealth management firm serving high-net-worth and ultra-high-net-worth families across the country. We are proud to be recognized for both the quality of our advice and the culture we’ve built:

• Daily Record – Best Places to Work (2024)
• Investment News – Best Brokers to Work For (2024)

We believe exceptional client outcomes start with investing deeply in our people.

The Opportunity

We are seeking a Planning Analyst to join our advisory team. This is an entry-level role with a clearly defined career path for someone who wants to build a long-term career in wealth management and progress toward becoming a lead advisor.

You will work directly with experienced advisors and partners, contribute to real client planning work from day one, and develop the technical, analytical, and professional skills required to advance within the firm.

This role is ideal for someone who is driven, detail-oriented, and serious about becoming great at this craft.

• Answer routine client service requests with professionalism and care
• Support Lead Advisors and Partners with meeting prep and follow-up
• Assist with new client onboarding and data gathering
• Input and maintain client data in financial planning software
• Perform investment research and asset allocation analysis
• Assist with annual financial plan updates and custom analyses

• Assist with preparation for business development events
• Attend events and complete follow-up tasks (CRM documentation, coordination)

• Minimum of 2 years of experience in financial services, planning, or a related field
• Bachelor’s degree (finance, economics, business, or similar preferred)
• Strong attention to detail and follow-through
• Comfortable working with numbers, systems, and structured processes
• Genuine interest in financial planning and wealth management as a career

We invest in our team and expect commitment in return:

• SIE exam completed within the first 60 days
• Series 7 and Series 66 and Life & Health licensing
• Enrollment and progress toward the CFP® designation
• Ongoing mentorship, training, and clear advancement benchmarks
• Base Salary & Health Insurance Stipend: $65,000
• Annual Bonus Opportunity: 10% of Salary
• Health, Dental, Vision, Life Insurance Benefits
• 401(k) Match and Profit Sharing after 1 year of employment
• Quarterly Team Building Events
• Weekly Lunch & Learn Meetings with Strategic Partners

Compensation is reviewed annually and advancement is based on demonstrated competency, not just tenure.

This is not an administrative job. It is a foundational role on our advisor career track
, designed to prepare you for increasing responsibility, client exposure, and long-term growth within the firm.

If you want to build a career where your work matters—to clients and to the firm—you’ll be given the opportunity here.

Submit your resume and a brief note at  explaining why you’re pursuing a career in wealth management and why this role aligns with your long-term goals.