Location
BATON ROUGE
Job Type
Full-time
Posted
June 20, 2026
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...
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...