Wealth Management Analyst - Client Service
Job in
San Jose, Santa Clara County, California, 95199, USA
Listed on 2026-03-14
Listing for:
SupportFinity™
Full Time
position Listed on 2026-03-14
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Services, Financial Advisor, Financial Analyst
Job Description & How to Apply Below
A leading financial services firm in San Jose is seeking a Wealth Management Analyst to join their team. The role includes assisting Financial Advisors with client service, marketing strategies, and documentation. Candidates must have 2+ years of relevant experience, a four-year degree, and active financial licenses. The firm offers competitive pay ranging from $68,000 to $120,000 annually, along with diverse employee benefits and a collaborative environment.
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