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Financial Services Financial Consultant

Regional Private Wealth Analyst & IPS Lead

Job in San Francisco, San Francisco County, California, 94199, USA
Listing for: City National Bank
Full Time position
Listed on 2026-03-14
Job specializations:
  • Finance & Banking
    Financial Services, Financial Consultant
Salary/Wage Range or Industry Benchmark: 87027 - 138965 USD Yearly USD 87027.00 138965.00 YEAR
Job Description & How to Apply Below
A leading financial services provider in San Francisco seeks a Private Wealth Analyst to support high-net-worth clients with investment analysis and financial planning. The role involves collaborating closely with Private Bankers and Tax teams, delivering tailored financial solutions, and ensuring excellent client service. This position requires at least 5 years of experience in financial services and proficiency in tools like Microsoft Excel and Bloomberg.

A competitive salary range of $87,027 - $138,965 per year is offered, along with significant benefits and perks.
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