# Wealth Client Investment Analytics Specialist at Wells Fargo

Wells Fargo is hiring a Wealth Client Investment Analytics Specialist. Level rates it Little AI ●○○○; you can [apply on Wells Fargo](https://jobsbylevel.com/go/b906723f-49d0-4c8d-9ac4-18ca6716605d?utm_medium=ai-agent).

AI Level 1, AI centrality 0 out of 100. MOREHEAD CITY, NC.

## Details

- Company: [Wells Fargo](https://jobsbylevel.com/companies/wells-fargo)
- AI level: AI Level 1 (score 0 out of 100)
- Location: MOREHEAD CITY, NC
- Posted: November 12, 2026
- Apply: https://jobsbylevel.com/go/b906723f-49d0-4c8d-9ac4-18ca6716605d?utm_medium=ai-agent
- Free CV review for this job: https://jobsbylevel.com/cv-review?job=wealth-client-investment-analytics-specialist-at-wells-fargo-72fab4

## Prepare for this job

The job page lists 4 likely interview questions for this offer, with a CV checklist: https://jobsbylevel.com/jobs/wealth-client-investment-analytics-specialist-at-wells-fargo-72fab4

## Description

About this role: At Wells Fargo, a Wealth Client Investment Analytics Specialist partners with Financial Advisors and their clients to deliver investment analysis and recommendations that support portfolio construction and implementation. You will evaluate low to moderately complex portfolio needs, clarify investment tradeoffs, and prepare analysis and implementation materials aligned with client objectives, risk parameters, and policy guidelines. In this role, you will: Analyze low to moderately complex client portfolios using performance attribution, risk evaluation, scenario analysis, and policy guidelines Develop judgment-based recommendations for asset allocation, investment selection, rebalancing, and implementation sequencing Evaluate investment products and managers and document due diligence rationale for recommendations Present portfolio findings and recommendations to Financial Advisors and support clear communication of investment tradeoffs to clients Prepare materials for allocation changes, rebalancing activities, tax-aware implementation, and trade proposals Identify portfolio risks, constraints, and policy exceptions and recommend appropriate actions within established parameters Produce portfolio analytics and attribution summaries and maintain documentation supporting compliance and audit requirements Collaborate with Financial Advisors, investment professionals, risk partners, and compliance partners to resolve issues and support client outcomes Required Qualifications: 2+ years of investment research, portfolio analysis, and performance analytics or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 66 (or 63 and 65) examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration Desired Qualifications: Experience applying portfolio construction, portfolio management, asset allocation, investment strategy, and investment selection practices to client portfolios Experience conducting investment research, investments analysis, due diligence, and financial markets evaluation to support well-reasoned recommendations Ability to apply quantitative analysis, data analysis, portfolio analysis, and performance analytics to evaluate portfolio outcomes and explain key drivers Knowledge of investment risk management and risk analysis practices used to assess exposures, tradeoffs, and alignment with client objectives and policy guidelines Knowledge of compliance requirements and regulatory compliance applicable to investment analysis, recommendations, documentation, and implementation Experience providing strategic advice that translates complex investment findings into practical portfolio recommendations for Financial Advisors and clients Written communication skills for documenting analysis, due diligence rationale, recommendations, and compliance or audit support materials Job Expectations: US only: Obtaining and/or maintaining appropriate FINRA license(s) is required for ongoing employment in this position. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a

The description is cut here. Read the full offer: https://jobsbylevel.com/jobs/wealth-client-investment-analytics-specialist-at-wells-fargo-72fab4

Source: https://jobsbylevel.com/jobs/wealth-client-investment-analytics-specialist-at-wells-fargo-72fab4

## Cite this page

Level. https://jobsbylevel.com/jobs/wealth-client-investment-analytics-specialist-at-wells-fargo-72fab4.

Get job alerts: https://jobsbylevel.com/newsletter