Wealth Client Investment Analytics Specialist

Wells Fargo & Company•San Francisco, CA

6d•$92,000 - $145,000

About The Position

Wells Fargo is seeking a Wealth Client Investment Analytics Specialist in Wealth and Investment Management as part of Wells Fargo Advisors. The role collaborates with Financial Advisors and clients to deliver investment analysis, judgment-based recommendations, and implementation strategies that influence client portfolio construction and outcomes. It includes analysis of portfolio implementation strategies, allocation adjustments, sequencing plans, tax-aware execution and rebalancing, performance attribution, risk evaluation, and policy alignment. The specialist provides recommendations based on research, scenario modeling, and product or manager evaluations; documents due diligence rationale; and serves as a strategic advisor in portfolio decision-making. The position also prepares materials for allocation changes, rebalancing activities, and trade proposals, and produces analytics and attribution summaries while maintaining documentation for compliance and audit needs. The role requires appropriate FINRA licenses and compliance with applicable state registration and licensing requirements. Candidates must pass a FINRA background check and meet ongoing regulatory obligations. This position is not eligible for visa sponsorship.

Requirements

2+ years of investment research, portfolio analysis, and performance analytics, or equivalent demonstrated through work experience, training, military experience, or education.
For US candidates: Successfully completed FINRA Series 7 and Series 66 examinations, or Series 63 and Series 65, or FINRA-recognized equivalents, sufficient to qualify for immediate FINRA registration.
Obtain and/or maintain appropriate FINRA licenses for ongoing employment and comply with applicable state law registration and licensing requirements.
Successfully complete and pass a background check prior to hire and meet applicable enhanced financial fitness and criminal background standards.
Meet ongoing regulatory obligations, including periodic screening and mandatory reporting of certain incidents.

Nice To Haves

Professional investment credentials preferred, including CFA, earned or in progress; CAIA or CIPM is considered beneficial.
Strong analytical and quantitative capabilities, including proficiency with Excel, portfolio analytics tools, and advanced investment analytics platforms.
Excellent communication skills and the ability to translate complex investment topics into clear, actionable insights for partners and clients.

Responsibilities

Collaborate with Financial Advisors and their clients, delivering advanced investment analysis, judgment-based recommendations, and implementation strategies that influence client portfolio construction and outcomes.
Analyze and consult on low to moderately complex implementation strategies, including allocation adjustments, sequencing plans, tax-aware execution, and rebalancing.
Conduct judgment-based investment analysis, including performance attribution, risk evaluation, and policy alignment.
Present recommendations based on research, scenario modeling, and product or manager evaluations, and document due diligence rationale.
Serve as a strategic advisor in portfolio decision-making, explain analyses and investment tradeoffs, and support delivery of recommendations.
Prepare materials for allocation changes, rebalancing activities, and trade proposals.
Produce analytics and attribution summaries and maintain documentation supporting compliance and audit needs.
Maintain appropriate FINRA licenses and comply with state law registration and licensing requirements.