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Client Performance Analyst 2

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Wells Fargo
πŸ“ BATON ROUGE, United States
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Location BATON ROUGE
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Posted June 20, 2026
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Commute Local Area
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Job Description

**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 (https://www.wellsfargojobs.com/career-areas/) .

**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 members
+ Provide 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 management
+ Participate in product category meetings
+ Create pitch book presentations and materials for existing and prospective client meetings
+ Verify accuracy of all portfolio and benchmark performance results and monitors performance tr...

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πŸ“ Location Details

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City
BATON ROUGE
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Country
United States
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Commute
Local Area

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