Wealth Client Investment Analytics Specialist

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.

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.
• Candidates must successfully complete and pass a background check prior to hire.
• This position is subject to FINRA background screening requirements.
• Specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required.
• Employees must meet enhanced financial fitness and criminal background standards.
• The position is not eligible for visa sponsorship.

Posting Location

555 California St Ste 2400 & 2300 San Francisco, California 94104

Pay Range

$92,000.00 - $145,000.00

Benefits

• 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

6 Aug 2026

Equal Opportunity Employer

We value equal opportunity and welcome applications from all qualified individuals.

Drug and Alcohol Policy

Wells Fargo maintains a drug-free workplace. Please see our Drug and Alcohol Policy to learn more.