Senior Wealth Analyst – High-Impact Role with Direct Client Job in San Francisco, CA
Listed on 2026-08-20
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Analyst
Senior Wealth Analyst
Senior Wealth Analyst opportunity with a highly respected wealth management firm in San Francisco.
If you're a Wealth Analyst who wants to move beyond simply preparing reports and actually get closer to portfolio management, financial planning, investment management, and clients, this could be a great next step.
$115K–$145K base + up to 20% bonus + profit sharing
San Francisco Financial District
Hybrid – 2 days/week in office
Why This Role Stands Out
You'll work directly alongside Wealth Managers and gain exposure across the full wealth management process—not just one narrow piece of it.
Your work will include:
- Portfolio management & analysis
- Investment management
- Financial planning & modeling
- Quarterly portfolio reviews
- Preparing materials for client meetings
- Supporting Wealth Managers with high-level client strategies
And importantly, this is a role with a path forward.
The team structure provides a clear progression from Wealth Analyst → Senior Wealth Analyst → Wealth Advisor → Wealth Manager.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).