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Private Wealth Analyst Jobs (NOW HIRING)

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 ...

Firstnational

Private Wealth Advisor

Omaha, NE · On-site

The Private Wealth Advisor is a trusted advisor who will serve ultra-affluent clients and prospects ... Applies functional and technical knowledge to solve complex problems using sophisticated analytical ...

Socket.dev

Wealth Analyst

Seattle, WA · On-site

Wealth Manager We are seeking a full-time Wealth Analyst to join our team. As a key member of the ... or private client relationship management * Experience in Microsoft Office Suite is required ...

Corient Private Wealth LLC

Wealth Analyst

Dallas, TX · On-site

... 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 ...

First National Bank

Private Wealth Advisor

Denver, CO · On-site

The Private Wealth Advisor is a trusted advisor who will serve ultra-affluent clients and prospects ... Applies functional and technical knowledge to solve complex problems using sophisticated analytical ...

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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 10, 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, 71% Full Time, 20% Part Time, and 8% Contract. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution, with an average salary of $91,602 per year, or $44 per hour.

Wealth Analyst

Menlo Park, CA • On-site

Corient Private Wealth LLC
See more jobs at Corient Private Wealth LLCexternal

$65K - $106K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted yesterday

Job description

Join a team that values your ambition and empowers your growth
At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.
Job Description
Responsibilities
  • Increasing level of financial planning and investment knowledge through practice and advancing responsibility of planning teams and 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 coordinating client service execution under the Associate Wealth Advisors and/or Wealth Advisor
  • Data and information gathering
  • Brings forth observations to Lead Advisors regarding clients
  • Limited oversight on simple projects and plans
  • Observing and learning complex planning
  • Attends networking events and begins to build relationships in the community and with COI peers

Qualifications & Requirements
  • Basic level knowledge of financial planning, investment, and client relationship skills
  • Technology: Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning Software
  • Experience with custodian interaction
  • Communicate effectively, both orally and in writing
  • Strong attention to detail with a high degree of accuracy and consistency
  • High standards of professionalism and confidentiality
  • Bachelors' degree in related field and working towards obtaining CFP credentials
  • Typically, 0-3 years' experience

Competencies
  • Financial planning and investment principles, including processes and procedures
  • Technology: Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning & Investment Software
  • Proficiency with back-office process and custodians

This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.
Pay Information
This position is exempt and is paid according to the laws of the State of California. The pay range for this position is $65,800 - $106,000 per year. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.
Physical Requirements
  • This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
  • This position may require the ability to lift up to 15 pounds.
  • This position is required to work onsite 4 days per week.

U.S. Eligibility Requirements
  • Must be 18 years of age or older.
  • Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.
  • Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
  • Must be willing to execute Corient's Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.

What You Can Expect from Us
Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:
  • 401(k) Plan with Employer Matching
  • Four Medical Plan options that is generously subsidized by Corient
  • Employer paid Dental, Vision & Life and AD&D Insurance
  • Employer paid Short-term & Long-term Disability
  • Paid Maternity & Parental Leave
  • Flexible Spending Accounts & Health Savings Accounts
  • Dependent Care FSA
  • Commuter & Transit FSA
  • Corporate Discount Program - Perkspot
  • Training Reimbursement
  • Paid Professional Designations
  • Giving back to the community - Volunteer days

Corient is the world's largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients. As the industry's only global professional services partnership, we combine the personal service and objectivity of a boutique with the scale and resources of a global institution. Our partnership model fosters collaboration over competition, bringing together the collective expertise of Corient to each relationship to deliver a transparent, client-first experience. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies.
Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.
We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.
This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.
Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Client assets include all assets of Corient Holdings Inc., including majority- and minority-owned businesses.

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