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Wealth Analyst | Premier Wealth Management Firm Servi San Francisco, CA
Job in
San Francisco, San Francisco County, California, 94102, USA
Listed on 2026-07-10
Listing for:
Robert Half
Full Time
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant, Financial Analyst
Job Description & How to Apply Below
Join Our Wealth Management Team
If you're looking for a role that goes far beyond spreadsheets and support work, this could be the career move you've been waiting for.
Join a highly respected wealth management firm that advises ultra-high-net-worth individuals and multi-generational families, where you'll work directly alongside experienced Wealth Managers and gain meaningful exposure to investment management, portfolio strategy, and comprehensive financial planning.
This is an exceptional opportunity for someone who wants to become a trusted advisor—not just another analyst.
What You'll Do
- Build and refine comprehensive financial plans
- Analyze investment portfolios and prepare client recommendations
- Create portfolio models and performance reports
- Prepare materials for client meetings and participate in client discussions
- Partner closely with Wealth Managers on sophisticated planning and investment strategies
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