Wealth Analyst at Wealth Management Firm

Reach out to Michelle Espejo via email or Linked In for additional information or questions regarding this listing.

Wealth Analyst | Wealth Management Firm | San Francisco;
Hybrid 2 Days Onsite | Base + Bonus + Profit SharingA growing and highly respected wealth management firm is seeking a Wealth Analyst to join its collaborative team supporting high-net-worth individuals and multigenerational families. The firm is known for its high-touch client experience, strong culture, approachable leadership, and flexible hybrid environment.

This is an excellent opportunity for someone who wants a blend of client exposure, financial planning, and portfolio management experience while maintaining strong work-life balance. The team offers meaningful mentorship, support for CFP growth, and long-term advancement potential within an expanding platform.

Responsibilities Support wealth managers with financial planning, portfolio management, and client service needs

Assist with retirement, estate, tax, insurance, education, and cash flow planning analyses

Help monitor portfolios, cash levels, trading activity, and rebalancing

Prepare client meeting materials and participate in meetings and follow-ups Manage client workflows, account administration, and ongoing communication

Partner cross-functionally to support client projects and operational needs

For fastest consideration, reach out to Michelle Espejo via email or Linked In.