Client Performance Analyst 2

About this role:Wells Fargo is seeking a Client Performance Analyst 2  in Wealth and Investment Management as part of Wells Fargo Advisors.  Learn more about the career areas and business divisions at wellsfargojobs.com.In this role, you will:Be primarily responsible for supporting a Financial Advisor(s) and through moderate interaction with prospects, clients, product teams and internal team membersProvide analytics to FAs on existing and prospective clients.Perform intensive market research to track new leads and follow-up.Collect data and analyzes investment performance results for use in developing reports for clients or internal managementParticipate in product category meetingsCreate pitch book presentations and materials for existing and prospective client meetingsVerify accuracy of all portfolio and benchmark performance results and monitors performance trends.Respond to client requests and conducts special projects/analyses.Required Qualifications:4+ years of Performance Analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, educationUS 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 registrationDesired Qualifications:Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environmentStrong analytical skills with high attention to detail and accuracyClient services experienceKnowledge and understanding of brokerage: systems or applicationsBrokerage client support experienceFinancial analysis experienceExperience driving for results, applying a sense of urgency, and bringing issues to closure in a decisive manner despite obstacles and oppositionProficient Microsoft Office (Word, Excel, Outlook, PowerPoint, and Access) skillsExcellent verbal, written, and interpersonal communication skillsCustomer service focus with experience actively listening, eliciting information, comprehending customer issues/needs, and recommending solutionsAbility to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are importantAbility to work in a fast-paced deadline driven environmentComprehensive knowledge and understanding of broker-dealer channelJob 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 FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.This position is not eligible for Visa sponsorship.Posting Location: 4171 Essen Lane, Suite 1250, United Centre, Baton Rouge, LA 70809Posting End Date: 21 Jun 2026*Job posting may come down early due to volume of applicants.We Value Equal OpportunityWells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.Applicants with DisabilitiesTo request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.Drug and Alcohol Policy Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.Wells Fargo Recruitment and Hiring Requirements:a. Third-Party recordin