Senior Wealth Analyst - Portfolio Management + Financial Pla

DescriptionPlease apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPASenior Wealth Analyst opportunity with a highly respected wealth management firm in San Francisco.If you're a Wealth Analyst who wants to move beyond simply preparing reports and actually get closer to portfolio management, financial planning, investment management, and clients, this could be a great next step.💰 Up to $115K–$145K base (stretch) + up to 20% bonus + profit sharing📍 San Francisco Financial District🏢 Hybrid – 2 days/week in office🚀 Why This Role Stands OutYou'll work directly alongside Wealth Managers and gain exposure across the full wealth management process—not just one narrow piece of it.Your work will include:📊 Portfolio management & analysis📈 Investment management🧮 Financial planning & modeling📋 Quarterly portfolio reviews🤝 Preparing materials for client meetings💡 Supporting Wealth Managers with high-level client strategiesAnd importantly, this is a role with a path forward.The team structure provides a clear progression from Wealth Analyst Senior Wealth Analyst Wealth Advisor Wealth Manager.Requirements🧠 Who They're Looking For2+ years of financial services experienceExposure to financial planningCFP designation or currently pursuing itStrong analytical and problem-solving skillsExcellent communication and attention to detailComfortable working in a small, collaborative environmentSomeone polished enough to participate in client meetingsSomeone who wants to build a long-term career in wealth management🌟 The SellsThis isn't a huge corporate environment where you're just another name on an org chart.It's a collaborative, low-ego team where senior leadership is approachable and everyone is willing to help each other.You'll also get:🎓 CFP education & continuing education support📈 Strong growth trajectory🤝 Potential future partner/ownership path️ Excellent work-life balance👔 Casual dress environment🏢 Only 2 days/week in the SF office💰 Quarterly 4% employer profit-sharing contribution🌴 20 days PTO to startJob typePerm