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Private Wealth Analyst Jobs (NOW HIRING)

City National Bank

Private Wealth Analyst

Los Angeles, CA · On-site

$87K - $138K/yr

PRIVATE WEALTH ANALYST WHAT IS THE OPPORTUNITY? Supports Private Banking client teams in delivering investment analysis and financial planning materials for high-net-worth and ultra-high-net-worth ...

City National Bank

Private Wealth Analyst

Los Angeles, CA · On-site

$87K - $138K/yr

PRIVATE WEALTH ANALYST WHAT IS THE OPPORTUNITY? Supports Private Banking client teams in delivering investment analysis and financial planning materials for high-net-worth and ultra-high-net-worth ...

City National Bank

Private Wealth Analyst

Los Angeles, CA · On-site

$87K - $138K/yr

PRIVATE WEALTH ANALYST Supports Private Banking client teams in delivering investment analysis and financial planning materials for high-net-worth and ultra-high-net-worth individuals and families ...

Ledyard Bank

Private Wealth Advisor

Bedford, NH · On-site

Private Wealth Advisor - Ledyard Wealth Management Join Ledyard's Wealth Management team as a ... Strong communication, analytical, and problem‑solving skills. * Ability to work collaboratively ...

Crewe Advisors

Wealth Analyst

Scottsdale, AZ · On-site

... private fund entry, and account management. * Upholding our fiduciary duty to act in the best ... wealth analyst, or advisory role at an RIA firm or similar financial services setting, or strong ...

Corient Private Wealth LLC

Wealth Analyst

San Francisco, CA · On-site

$65K - $106K/yr

... Wealth Advisors * Completes financial plans, investment reports, tax and estate analysis as requested * Vast majority of time is spent preparing for and in client meetings documenting task items and ...

Corient Private Wealth LLC

Wealth Analyst

Chicago, IL · On-site

$75K - $100K/yr

... wealth for future generations, and provide for the people, causes and communities they care about ... Collect and analyze client financial information to understand their goals, risk tolerance, and ...

Corient Private Wealth LLC.

Wealth Analyst

Chicago, IL · On-site

$75K - $100K/yr

## Wealth AnalystApplylocations: US-IL-Chicago-10 SWacker-3100time type: Full timeposted on: Posted 2 ... Collect and analyze client financial information to understand their goals, risk tolerance, and ...

Corient Private Wealth LLC

Wealth Analyst

Menlo Park, CA · On-site

$65K - $106K/yr

... Wealth Advisors * Completes financial plans, investment reports, tax and estate analysis as requested * Vast majority of time is spent preparing for and in client meetings documenting task items and ...

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Private Wealth Analyst information

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How much do private wealth analyst jobs pay per year?

As of Sep 9, 2026, the average yearly pay for private wealth analyst in the United States is $91,602.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,000.00 and $104,500.00 per year, depending on experience, location, and employer.

What does a private wealth analyst do?

A Private Wealth Analyst assists high-net-worth individuals and families in managing their investments and financial portfolios. Their responsibilities typically include analyzing financial data, researching investment opportunities, preparing reports, and supporting wealth managers in developing tailored financial strategies. They work closely with clients and senior advisors to ensure that investment goals are met while considering risk tolerance and market trends. This role requires strong analytical skills, attention to detail, and an understanding of financial markets.

What are the key skills and qualifications needed to thrive as a private wealth analyst, and why are they important?

To thrive as a Private Wealth Analyst, you need strong analytical skills, financial modeling expertise, and a solid understanding of investment products, often supported by a finance degree or CFA certification. Familiarity with portfolio management software, financial databases like Bloomberg, and advanced Excel functions is typically required. Excellent communication, attention to detail, and client relationship skills help you effectively present recommendations and build trust. These competencies are crucial for providing high-quality advice, managing complex portfolios, and maintaining client satisfaction in a competitive financial environment.

What are some common challenges private wealth analysts face when supporting high-net-worth clients?

Private Wealth Analysts often encounter the challenge of balancing client expectations with market realities, especially during periods of market volatility. They must stay up-to-date on complex financial products and regulatory changes, ensuring all recommendations are compliant and tailored to each client's unique goals. Additionally, collaborating closely with relationship managers and portfolio managers requires strong communication skills and attention to detail. Handling sensitive client information with discretion and maintaining confidentiality are also crucial aspects of the role.

What is the difference between Private Wealth Analyst vs Financial Advisor?

AspectPrivate Wealth AnalystFinancial Advisor
CredentialsCFP, CFA, or similar certifications often preferredCFP, Series 7, Series 66, or equivalent
Work EnvironmentFinancial firms, private banks, or wealth management divisionsIndependent practice, banks, or advisory firms
Primary FocusAnalyzing client portfolios, supporting wealth management strategiesProviding personalized financial planning and investment advice
Client InteractionLimited, mainly supporting advisorsDirect, personalized client consultations

While both roles work within the wealth management industry and may share certifications, a Private Wealth Analyst primarily supports portfolio analysis and strategy development behind the scenes, whereas a Financial Advisor directly interacts with clients to provide tailored financial planning and advice.

Is a private wealth analyst a good career?

A private wealth analyst is a professional who manages high-net-worth clients' financial portfolios, requiring strong analytical skills and knowledge of investment strategies. The role offers opportunities for advancement, a competitive salary, and the potential for bonuses, but it also demands long hours and high levels of responsibility. Success in this career often depends on relevant certifications such as the CFA and experience in finance or investment management.
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Private Wealth Analyst jobs near you
Infographic showing various Private Wealth Analyst job openings in the United States as of September 2026, with employment types broken down into 1% As Needed, 72% Full Time, 20% Part Time, and 7% Contract. Highlights an 90% Physical, 2% Hybrid, and 8% Remote job distribution, with an average salary of $91,602 per year, or $44 per hour.

Private Wealth Analyst

Los Angeles, CA • On-site

City National Bank
See more jobs at City National Bankexternal

$87K - $138K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 5 days ago

Job description

PRIVATE WEALTH ANALYST
WHAT IS THE OPPORTUNITY?
Supports Private Banking client teams in delivering investment analysis and financial planning materials for high-net-worth and ultra-high-net-worth individuals and families within a specific region. Partners with PB team in business development and relationship management activities to support investment management prospects and clients.
WHAT WILL YOU DO?
  • Provide in-depth sales materials for Private Bankers by creating sophisticated portfolio and market analyses using a variety of investment and financial markets database tools.
  • Assist Private Bankers in performing financial planning analyses.
  • Collaborate closely with Tax and Financial Planning team.
  • Lead region as the subject matter expert in using eMoney as a primary planning resource and tool.
  • Lead in the administrative and follow up actions to ensure delivery of Investment Policy Statements and ongoing progress on agreed upon client strategies.
  • Partner with PB teams in business development, on boarding and ongoing servicing.
  • Participate in profiling across the full spectrum of the needs of PB target segments and provide tailored advice in collaboration with client team. Utilize planning capabilities and develop solutions across investments including brokerage, trust and wealth transfer, credit, deposit, and all other appropriate services.
  • Participate with City National Bank team on sales calls including pre-brief and de-brief meetings.
  • Assume primary responsibility to work with the Investment Management Services Group on the front-end on-boarding of new investment management and trust accounts.
  • Aid Private Bankers to ensure client's current goals, risk tolerance and constraints are reflected in the Investment Policy Statement and investment objective selection.
  • Participate with Private Banker and Portfolio Manager when further asset allocation tailoring is needed to meet the client's needs (and will be reflected in the IPS).
  • As Private Bankers direct, communicate strategic and tactical asset allocation shifts or rebalancing to the client. Assists Private Bankers in reviewing asset management and CNS Brokerage statements with clients.
  • Participate in managing relationships with the client team in planning, delivery, and regular review with clients. Deliver a high degree of personal contact and open communication among clients and internal team that creates a superior client experience. Position the Private Banker as the credit and deposit lead.
  • Effectively participate with a team of CNB colleagues to set strategies and provide services across the full product spectrum in order to become the client's sole or lead provider.
  • Keep current on client's financial information while ensuring that clients understand the solutions being provided.
  • Maintain all appropriate training and continuing education requirements for licenses and certifications.
  • Ensure that Reg 9 is properly completed in a timely manner.

WHAT DO YOU NEED TO SUCCEED?
Required Qualifications*
  • 3 years of experience in investments, financial planning or other financial services industries
  • 3 years of experience with Microsoft Excel and PowerPoint
  • 3 years working in a professional team environment
  • FINRA Series 7 and 66 licenses, or the ability to obtain

Additional Qualifications
  • Experience with Bloomberg, Morningstar Advisor, eMoney, or other financial databases

WHAT'S IN IT FOR YOU?
Compensation
Starting base salary: $87,027 - $138,965 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
  • Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
  • Generous 401(k) company matching contribution
  • Career Development through Tuition Reimbursement and other internal upskilling and training resources
  • Valued Time Away benefits including vacation, sick and volunteer time
  • Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
  • Career Mobility support from a dedicated recruitment team
  • Colleague Resource Groups to support networking and community engagement

Get a more detailed look at our Benefits and Perks.
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
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