Senior Wealth Analyst - Portfolio Management + Financial Pla

Please 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.