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Wealth Client Investment Analytics Specialist
SAN FRANCISCO, CA; 140458-CA-CRG San Francisco CA (555)
Source: Wells Fargo careers · View original posting
- Employment
- full time
Employer job description
From Wells Fargo's posting. “We” and “our” refer to the employer.
About this role:
Wells Fargo is seeking a Wealth Client Investment Analytics Specialist in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com .
In this role, you will:
Collaborate with Financial Advisors and their clients, delivering advanced investment analysis, judgment‑based recommendations, and implementation strategies that directly influence client portfolio construction and outcomes
Analyze and consult on low to moderately complex implementation strategies including allocation adjustments, sequencing plans, and tax aware execution and rebalancing through judgment-based investment analysis, including performance attribution, risk evaluation, and policy alignment
Present recommendations exercising independent judgment on low to moderately complex research, scenario modeling, and product/manager evaluations to present recommendations and documenting due diligence rationale
Serve as a strategic advisor to influence low to moderately complex portfolio decision making, explain analyses, clarify investment tradeoffs, and support recommendation delivery
Prepare materials for allocation changes, rebalancing activities, and trade proposals.
Produce analytics, attribute summaries, and maintain documentation supporting compliance and audit needs
Required Qualifications:
2+ years of investment research, portfolio analysis, and performance analytics or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 66 (or 63 and 65) examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
Desired Qualifications:
Professional investment credentials preferred, including CFA (earned or in progress); CAIA or CIPM considered beneficial.
Strong analytical and quantitative capabilities, including proficiency with Excel, portfolio analytics tools, and advanced investment analytics platforms.
Excellent communication skills, with the ability to translate complex investment topics into clear, actionable insights for partners and clients.
Job Expectations:
US only: Obtaining and/or maintaining appropriate FINRA license(s) is required for ongoing employment in this position. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance.
For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required
This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
This position is not eligible for Visa sponsorship.
Posting Location:
555 California St Ste 2400 & 2300 San Francisco, California 94104
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.
$92,000.00 - $145,000.00
Benefits
- Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
- Posting End Date: 20 Nov 2026 * Job posting may come down early due to volume of applicants.
- We Value Equal Opportunity
- Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
- Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.
- Applicants with Disabilities
- To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
- Drug and Alcohol Policy
- Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
- Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
- b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
About this listing
LAYIQ is an independent job-discovery service. This listing does not imply a partnership with or endorsement by the employer. Review the original posting for current details and availability.
Employer posted:
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- · 1 day ago
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