Wealth Management Branch Analyst — 2-Year Rotational Program (SF)

Austin Community College; San Francisco (CA); On-site; USD 67,500 - 82,500; Full time

Job summary

A leading financial services firm is offering the 2026 Wealth Management Full-Time Branch Analyst Program in San Francisco. This two-year program provides exposure through rotations in various functions, including working alongside Financial Advisor teams. Analysts will undergo extensive training and are expected to process financial data, develop client proposals, and strengthen client relationships. A minimum GPA of 3.5 is required, with applications due by January 9, 2026. The expected salary starts at $75,000 annually.

Qualifications

• Pursuing an undergraduate degree with graduation date between Dec 2025 and June 2026.
• Minimum GPA of 3.5 required.
• Legally authorized to work in the U.S. without sponsorship.

Responsibilities

• Process and analyze financial data for client portfolios.
• Develop proposals and presentations for prospects and clients.
• Work with financial advisors to evaluate opportunities.
• Identify opportunities to promote the firm's strategic initiatives.
• Assist in sales and operation functions to enhance client experience.
• Engage in projects to strengthen WM capabilities and office operations.

Skills

Basic knowledge and keen interest in finance

Analytical skills

Strong oral communication skills

Strong written communication skills

Adaptability

Leadership and teamwork

Multi-tasking

Education

Undergraduate degree

Job description

A leading financial services firm is offering the 2026 Wealth Management Full-Time Branch Analyst Program in San Francisco. This two-year program provides exposure through rotations in various functions, including working alongside Financial Advisor teams. Analysts will undergo extensive training and are expected to process financial data, develop client proposals, and strengthen client relationships. A minimum GPA of 3.5 is required, with applications due by January 9, 2026. The expected salary starts at $75,000 annually.