Job Description

Financial Analyst - Private Wealth Management
JobDiva # 19-05032

Grab the opportunity to achieve your full potential! Eclaro is looking for a Financial Analyst - Private Wealth Management for our client in San Francisco, CA.

Eclaro’s client is one of the world's largest financial institutions, committed to providing the tools and services that bridge the gap between customers and their goals. If you’re up to the challenge, then take a chance at this rewarding opportunity!
  • Review, research, understand, and communicate market trends and their impact on various investment products as they relate to client portfolios
  • Coordination with specialist teams in the firm for asset allocation, manager selection and overall investments views
  • Monitor client portfolios by reviewing investment allocations, comparing performance of various mutual funds, hedge funds, and third party money managers against appropriate benchmarks
  • Understand the firm's various investment platforms by participating in conference calls, attending investment manager meetings, and sharing with the Financial Advisor new developments
  • Attend client meetings
  • Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses
  • All state licenses in support of FA or FA Team's client base
  • All product licenses in support of FA or FA Team's client base
  • Obtain and/or maintain at least one firm approved designation
  • Safe Act Registered

If interested, you may contact:
Adrian Miranda
Adrian Miranda | LinkedIn

Equal Opportunity Employer: Eclaro values diversity and does not discriminate based on Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

Application Instructions

Please click on the link below to apply for this position. A new window will open and direct you to apply at our corporate careers page. We look forward to hearing from you!

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