Wealth Client Investment Analytics Specialist

San Francisco, CA · 1 week ago

94,104 to 94,104 a year

About the job

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...