Wealth Management Analyst

What you’d do

Support Financial Advisors and their teams with client service, digital marketing, portfolio holdings and proposal tools, financial planning, and reporting and analysis. Full time role based in San Francisco. Found on the employer's careers page on Oct 8, 2026. Apply through the link.

You’ll need

• 2+ years of relevant work experience
• Series 7 (GS) license
• Series 66 (AG/RA) or Series 63 and 65
• Four-year college degree or professional certification preferred