Wealth Analyst at Thriving Wealth Management Firm

Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing.

Wealth Analyst | Wealth Management Firm | San Francisco; Hybrid 2 Days Onsite | Base + Bonus + Profit Sharing

A growing and highly respected wealth management firm is seeking a Wealth Analyst to join its collaborative team supporting high-net-worth individuals and multigenerational families. The firm is known for its high-touch client experience, strong culture, approachable leadership, and flexible hybrid environment.

This is an excellent opportunity for someone who wants a blend of client exposure, financial planning, and portfolio management experience while maintaining strong work-life balance. The team offers meaningful mentorship, support for CFP growth, and long-term advancement potential within an expanding platform.

Responsibilities

• Support wealth managers with financial planning, portfolio management, and client service needs
• Assist with retirement, estate, tax, insurance, education, and cash flow planning analyses
• Help monitor portfolios, cash levels, trading activity, and rebalancing
• Prepare client meeting materials and participate in meetings and follow-ups
• Manage client workflows, account administration, and ongoing communication
• Partner cross-functionally to support client projects and operational needs

For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.

• 2+ years of experience in wealth management, financial planning, or private client services
• Exposure to financial planning required
• CFP in progress or already CFP-certified
• Strong analytical, organizational, and communication skills
• Comfortable in a collaborative, client-facing environment
• Knowledge of portfolio management and broader wealth planning concepts
• Bachelor’s degree required; additional designations are a plus

Interested or even just curious? Reach out to Michelle Espejo via email or LinkedIn.

Michelle is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within wealth management across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market.