15 wealth management analyst jobs at 6 companies in Colma, CA
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Wealth Management Analyst
Menlo Park, California, United States
$75k-$125k/yr OnsiteFull Time
2+ YOERequires 2+ years of relevant work experience, Series 7 and Series 66 or Series 63 and Series 65 licenses, financial services product knowledge, MS Office and Excel proficiency, organization, communication, and client service skills.
Microsoft Office, Microsoft Excel, MS Online
1d
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Wealth Management Analyst
San Francisco, California, United States
$75k-$125k/yr OnsiteFull Time
2+ YOERequires 2+ years of relevant work experience, active Series 7 and Series 66 or Series 63 and Series 65 licenses, financial products knowledge, MS Office proficiency, and strong organizational and client service skills.
Microsoft Excel, MS Online
1d
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Wealth Management Analyst
San Francisco, California, United States
$75k-$125k/yr OnsiteFull Time
2+ YOERequires 2+ years of relevant experience, active Series 7 and Series 66 or Series 63 and Series 65 licenses, financial services knowledge, MS Office and Excel proficiency, and strong client service skills.
Microsoft Office, Microsoft Excel, MS Online
2w
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Wealth Management Analyst
Menlo Park, California, United States
$75k-$125k/yr OnsiteFull Time
2+ YOERequires 2+ years of relevant work experience, active Series 7 and Series 66 or Series 63 and Series 65, financial products knowledge, MS Office proficiency, organization, communication, and client service skills.
Microsoft Excel, Microsoft Office, MS Online
2w
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst - Los Angeles
Los Angeles or Atlanta or Boston or Chicago or Dallas or Houston or New York City or Miami or Philadelphia or San Francisco or Seattle or Washington or West Palm Beach
$60k-$125k/yr OnsiteFull Time
1+ YOEBachelor's degree, 1–3 years of preferred client service or financial industry experience, strong communication and organizational skills, and SIE, Series 7, and Series 63 licenses within three months.
client reporting, digital capabilities
2w
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst - Los Angeles
Los Angeles or Atlanta or Boston or Chicago or Dallas or Houston or New York City or Miami or Philadelphia or San Francisco or Seattle or Washington or West Palm Beach
$60k-$125k/yr OnsiteFull Time
1+ YOEBachelor's degree, 1–3 years of preferred client service or financial industry experience, strong communication and organizational skills, and SIE, Series 7, and 63 within three months.
1d
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Wealth Analyst (Seattle)
Seattle or San Francisco or New York City or Los Angeles or Philadelphia or South Dakota or United States
$90k-$115k/yr HybridFull Time
4+ YOEBachelor's degree required; 4–6 years of client service, financial planning, tax, or private client relationship management experience; Microsoft Office Suite proficiency and strong analytical, communication, and portfolio management skills.
Microsoft Office Suite
1w
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Analyst or Associate, Wealth Management
Chicago or Abu Dhabi or Austin or Beijing or Boston or Hong Kong or London or Munich or Menlo Park or New York City or Seoul or Singapore or Sydney or Tokyo or Toronto
$85k-$110k/yr OnsiteFull Time
1+ YOERequires 1–2+ years of professional experience, preferably in wealth management or client-facing private markets, strong English communication, MS Office and Salesforce proficiency, organizational skills, and a business-focused undergraduate degree preferred.
Microsoft Excel, Microsoft PowerPoint, Salesforce, CRM
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2027 Asset & Wealth Management Risk Full Time Analyst Program
Columbus or New York City or San Francisco
$100k-$110k/yr OnsiteFull Time
Pursuing a Bachelor's or Master's degree with graduation Dec 2026–Jun 2027; U.S. work authorization required; participation in a nine-week analyst program with training and mentorship.
2mo
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Private Wealth Management Senior Client Relationship Analyst
Palo Alto, California, United States
$100k-$150k/yr OnsiteFull Time
5+ YOEBachelor's degree required, 5+ years relevant experience (RIAs, family offices, VC/PE preferred). Strong interpersonal, analytical, organizational, and time-management skills; experience evaluating investments, building financial models, and managing deal/portfolio tracking.
2mo
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Private Wealth Management Senior Client Relationship Analyst
Palo Alto, California, United States
$68k-$120k/yr OnsiteFull Time
5+ YOEBachelor's degree, 5+ years relevant experience (RIAs, family offices, VC/PE preferred). Strong interpersonal, communication, analytical, modeling, organizational, and time-management skills; investment evaluation and portfolio tracking experience.
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Asset & Wealth Management, Private Wealth Management, Partner Family Office, Financial Planner, Analyst - San Francisco
San Francisco, California, United States
$75k-$125k/yr OnsiteFull Time
0+ YOEBachelor's degree required, 0-1+ years experience, FINRA SIE/Series 7/66 preferred (required within 4 months), proficiency with Microsoft Excel/Word/PowerPoint/Outlook, strong communication and confidentiality.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
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Asset & Wealth Management, Private Wealth Management, Partner Family Office, Financial Planner, Analyst - San Francisco
San Francisco, California, United States
$75k-$125k/yr OnsiteFull Time
0+ YOEBachelor’s degree, 0–1+ years of experience, Microsoft product proficiency, strong communication, organization, confidentiality, critical thinking, teamwork, and client service skills. FINRA SIE, Series 7, and Series 66 preferred.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
2w
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Asset & Wealth Management, Private Wealth Management, Partner Family Office, Financial Planner, Analyst - San Francisco
San Francisco, California, United States
$75k-$125k/yr OnsiteFull Time
0+ YOEBachelor’s degree, 0–1+ years of experience, Microsoft Office proficiency, strong communication and organization, critical thinking, confidentiality, problem-solving, and teamwork skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
1mo
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Regional Marketing Senior Lead Analyst
San Francisco, California, United States
$164k-$245k/yr HybridFull Time
10+ YOE10+ years marketing experience in financial services/wealth management preferred; Bachelor’s degree; strong events, content, digital and CRM (Salesforce) skills; ability to mentor, engage senior stakeholders, and travel ~20%.
Salesforce
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