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Senior Financial Advisory Analyst UHNW Client Portfolios
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-10-07
Listing for:
ICONIQ
Full Time
position Listed on 2026-10-07
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Analyst
Job Description & How to Apply Below
A global investment firm is seeking a Senior Analyst for Financial Advisory in its San Francisco office. This role involves preparing client balance sheets, monitoring investment performance, and developing financial analyses for high net worth clients. Candidates should have 3-4 years of relevant experience, excellent communication skills, and a passion for investment management. This position offers a competitive salary range of $110,000 - $150,000, along with a bonus, health insurance, and additional perks.
Our group is growing, and we are hiring a Senior Financial Advisory Analyst for UHNW Client Portfolios in San Francisco, CA, United States. Full responsibilities and requirements are described in the listing above. Learn more about the Senior Financial Advisory Analyst for UHNW Client Portfolios role in the description above. We appreciate your interest in this position.
Position Requirements
10+ Years
work experience
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