Wealth Client Investment Analytics Specialist

Wells Fargo Bank•San Francisco, CA

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 specialist collaborates with Financial Advisors and clients to deliver investment analysis, judgment-based recommendations, and implementation strategies that influence portfolio construction and outcomes. The role analyzes implementation strategies, including allocation adjustments, sequencing plans, tax-aware execution, and rebalancing, using performance attribution, risk evaluation, and policy alignment. It also involves research, scenario modeling, product and manager evaluations, and communicating recommendations and due diligence rationale. The specialist serves as a strategic advisor on portfolio decisions, prepares materials for allocation changes and trade proposals, produces analytics and attribution summaries, and maintains documentation for compliance and audit needs. The position requires applicable FINRA registration and compliance with state registration and licensing requirements. Employment is subject to FINRA background screening, ongoing regulatory obligations, and applicable Wells Fargo compliance policies. The position is not eligible for visa sponsorship. It is located at 555 California St, San Francisco, California.

Requirements

At least 2 years of investment research, portfolio analysis, and performance analytics experience, or equivalent demonstrated through work experience, training, military experience, or education.
For U.S. candidates, successful completion of FINRA Series 7 and Series 66 examinations, or Series 63 and Series 65, or recognized equivalents, sufficient to qualify for immediate FINRA registration.
Obtain and/or maintain appropriate FINRA licenses for ongoing employment and comply with state law registration and licensing requirements.
Successfully complete and pass a background check prior to hire and meet applicable FINRA background screening requirements.
Meet enhanced financial fitness and criminal background standards and ongoing regulatory obligations.
For specific FINRA qualification exams obtained after September 30, 2018, complete the Securities Industry Essentials (SIE) exam co-requisite.
Comply with applicable policies regarding outside activities and personal investing, including providing information to the Wells Fargo Personal Account Dealing Team when required.
Meet applicable product license or SAFE licensing requirements if they apply.

Nice To Haves

Professional investment credentials, including CFA (earned or in progress); CAIA or CIPM credentials are also 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 to deliver investment analysis, recommendations, and implementation strategies.
Analyze low- to moderately-complex implementation strategies, including allocation adjustments, sequencing plans, tax-aware execution, and rebalancing.
Conduct performance attribution, risk evaluation, and policy-alignment analysis.
Present recommendations based on research, scenario modeling, and product or manager evaluations, and document due diligence rationale.
Advise on 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.
Obtain and/or maintain appropriate FINRA licenses and comply with state registration and licensing requirements.