Wealth Analyst Job at Robert Half (Foster City)

New

Wealth Analyst

Join a highly respected wealth management firm that advises ultra-high-net-worth...

Location

United States , San Francisco

Salary:

120000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

2+ years in wealth management or financial planning
Exposure to financial planning and investment management
CFP® designation or actively pursuing CFP coursework
Strong analytical, communication, and client-facing skills
Someone who enjoys learning, collaborating, and taking ownership

Job Responsibility

Build and refine comprehensive financial plans
Analyze investment portfolios and prepare client recommendations
Create portfolio models and performance reports
Prepare materials for client meetings and participate in client discussions
Partner closely with Wealth Managers on sophisticated planning and investment strategies

What we offer

Bonus (up to 20%)
Profit Sharing
Partner/ownership track for high performers
Excellent work-life balance
CFP education sponsorship
Ongoing professional development
Collaborative culture
Casual work environment
Generous PTO
Strong healthcare coverage

Fulltime

New

Wealth Analyst

A growing and highly respected wealth management firm is seeking a Wealth Analys...

Location

United States , San Francisco

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

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

Job Responsibility

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

What we offer

Bonus
Profit sharing
Competitive compensation
Medical, vision, dental, life and disability insurance for contract/temporary professionals
401(k) plan for contract/temporary professionals
Free online training
Access to top jobs

Fulltime

Wealth Analyst

Location

United States , San Francisco

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

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

Job Responsibility

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

Fulltime

Senior Wealth Analyst

Our client is a leading wealth management firm dedicated to helping ultra-high-n...

Location

United States , Menlo Park

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree
CFP® certification preferred
3+ years of experience in financial services, ideally within an RIA
Exposure to estate planning and financial scenario modeling
Familiarity with tools such as eMoney, MGP, Holistiplan, and Salesforce preferred
Strong analytical, organizational, and communication skills
Self-motivated and collaborative team player

Job Responsibility

Support Wealth Advisors in delivering high-level client service and financial planning
Gather and analyze client data to build and refine financial plans
Prepare planning analyses and investment recommendations using financial planning tools
Assist with portfolio monitoring, account maintenance, and client requests
Support proposal development for prospective clients
Maintain organized client records within Salesforce

What we offer

Base + Excellent Perks
medical, vision, dental, and life and disability insurance
401(k) plan

Senior Wealth Analyst

Break into UHNW Wealth Management — Senior Wealth Analyst. Jennifer Fukumae at R...

Location

United States , Menlo Park

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

~3+ years in wealth management, preferably with HNW/UHNW clients
CFP (or close to completion)
Strong communication skills and client-facing mindset
Detail-oriented with solid analytical and organizational abilities
Comfortable working independently and as part of a team
Experience with tools like eMoney, Holistiplan, or Salesforce is a plus
Proficient in Excel

Job Responsibility

Support Wealth Advisors in delivering a high-touch client experience
Gather and organize client data to build financial plans and investment proposals
Prepare analyses across cash flow, investments, tax, estate, and risk planning
Update plans in financial planning software and incorporate advisor/client feedback
Assist with portfolio monitoring, account maintenance, and follow-ups after meetings
Manage tasks and client records in CRM (e.g., Salesforce)
Coordinate with internal teams to keep deliverables on track

What we offer

Medical
Vision
Dental
Life and disability insurance
401(k) plan
Free online training
Access to top jobs
Competitive compensation

Sr Risk Management Analyst - Wealth Management

Voya Financial is seeking a Senior Risk Analyst for the Voya Financial Risk Mana...

Location

United States , Boston

Salary:

120000.00 - 145000.00 USD / Year

Voya Financial

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Finance, Economics, Risk Management, or related field (Master’s preferred)
Professional certifications such as FRM (Financial Risk Manager), CFA (Chartered Financial Analyst), or PRM (Professional Risk Manager) are strongly preferred
7+ years of experience in risk management within financial services, ideally in wealth management or investment advisory
Strong understanding of investment products (equities, fixed income, alternatives, structured products)
Knowledge of regulatory frameworks (SEC, FINRA, Basel III, Dodd-Frank)
Advanced proficiency in risk modeling, stress testing, and scenario analysis
Excellent communication, presentation, and stakeholder management skills
Proactive and practical attitude
Strong verbal and written communication skills
Curiosity about our business and industry

Job Responsibility

Conduct quantitative and qualitative risk assessments across portfolios, investment strategies, and client accounts
Monitor market, credit, liquidity, and operational risks impacting wealth management activities
Develop and maintain risk dashboards, metrics, and reporting tools for senior management
Enhance risk management frameworks, policies, and procedures tailored to wealth management services
Recommend improvements to risk governance structures and escalation protocols
Partner with advisors, and business teams to evaluate risk exposures in investment strategies
Provide risk insights to support decision-making in client portfolio construction and product development
Act as a subject matter expert on risk issues for cross-functional teams
Prepare detailed risk reports for senior leadership, risk committees, and board presentations
Communicate complex risk concepts clearly to both technical and non-technical stakeholders

What we offer

Health, dental, vision and life insurance plans
401(k) Savings plan with generous company matching contributions (up to 6%)
Voya Retirement Plan – employer paid cash balance retirement plan (4%)
Tuition reimbursement up to $5,250/year
Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day
Paid volunteer time — 40 hours per calendar year

Fulltime

Senior Wealth Analyst

We are looking for a Senior Wealth Analyst to join a client-focused wealth manag...

Location

United States , Boston

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least 2–3 years of experience in financial planning, private wealth management, or a related client service role
Demonstrated ability to analyze financial information and translate findings into clear, well-organized deliverables
Strong verbal and written communication skills with the confidence to interact professionally with high-net-worth clients and internal partners
Experience using financial planning software and wealth management technology platforms
familiarity with firm-specific tools is a plus
Excellent organizational skills with the ability to manage multiple priorities while maintaining accuracy and follow-through
High standards of professionalism, sound judgment, and discretion when handling sensitive client information
Close attention to detail and a commitment to delivering consistent, high-quality client service

Job Responsibility

Develop financial planning materials, investment reviews, and client-facing reports to support personalized wealth strategies
Coordinate meeting preparation by organizing account information, assembling planning documents, and tracking follow-up items after client conversations
Gather and evaluate financial data to identify insights that inform recommendations across cash flow, investments, and broader planning needs
Contribute to reviews involving tax considerations and estate planning topics in partnership with senior advisors and other specialists
Assist with increasingly sophisticated planning initiatives as experience grows, helping advance comprehensive advice for clients
Maintain strong day-to-day relationships with clients by responding to service requests and ensuring a thorough, attentive experience
Support administrative and service activities tied to private wealth accounts while helping keep client records accurate and current
Expand industry connections through networking and relationship-building efforts that enhance visibility within the wealth management community

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

Senior Wealth Analyst

Our client is a leading wealth management firm dedicated to helping ultra-high-n...

Location

United States , Menlo Park

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor's degree
3+ years of experience in financial services, ideally within an RIA
Exposure to estate planning and financial scenario modeling
Familiarity with tools such as eMoney, MGP, Holistiplan, and Salesforce preferred
Strong analytical, organizational, and communication skills
Self-motivated and collaborative team player

Job Responsibility

Support Wealth Advisors in delivering high-level client service and financial planning
Gather and analyze client data to build and refine financial plans
Prepare planning analyses and investment recommendations using financial planning tools
Assist with portfolio monitoring, account maintenance, and client requests
Support proposal development for prospective clients
Maintain organized client records within Salesforce

What we offer

competitive compensation
benefits
free online training
medical, vision, dental, life and disability insurance
enrollment in company 401(k) plan

Fulltime

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