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How much do private wealth management analyst jobs pay per hour?

As of Jul 21, 2026, the average hourly pay for private wealth management analyst in the United States is $42.71, according to ZipRecruiter salary data. Most workers in this role earn between $31.97 and $49.76 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Private Wealth Management Analyst, and why are they important?

To thrive as a Private Wealth Management Analyst, you need strong analytical skills, financial acumen, and a bachelor's degree in finance, economics, or a related field. Proficiency with financial modeling tools, portfolio management software, and certifications like CFA or Series 7/63 are commonly required. Exceptional communication, attention to detail, and client relationship-building skills set top performers apart. These abilities are crucial for developing tailored investment strategies, accurately managing portfolios, and maintaining client trust in a competitive financial environment.

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

AspectPrivate Wealth Management AnalystFinancial Advisor
CredentialsBachelor's degree, certifications like CFA or CFP often preferredBachelor's degree, CFP certification common
Work EnvironmentFinancial firms, private banks, wealth management divisionsIndependent practice, banks, or financial firms
Primary FocusAnalyzing client portfolios, supporting wealth managersProviding financial planning and investment advice directly to clients

The main difference is that Private Wealth Management Analysts support wealth managers by analyzing portfolios and preparing reports, while Financial Advisors directly advise clients on investments and financial planning. Both roles require similar credentials and often work within the same industry settings, but their responsibilities differ in client interaction and scope.

What are some typical challenges faced by Private Wealth Management Analysts when managing multiple client portfolios?

Private Wealth Management Analysts often juggle multiple client portfolios, which requires strong organizational and time-management skills. One common challenge is prioritizing tasks amid fluctuating client demands and market conditions, while maintaining accuracy and personalization in portfolio analysis. Analysts must also stay current on market trends and regulatory changes, all while communicating complex financial information clearly to both senior advisors and clients. Collaboration with internal teams and adapting quickly to changing client goals are key to success in this dynamic environment.

How much does Goldman Sachs pay private wealth analysts?

Private Wealth Management Analysts at Goldman Sachs typically earn an annual base salary ranging from $85,000 to $100,000, with total compensation including bonuses often reaching $120,000 to $150,000 in the first year. Compensation can vary based on experience, performance, and location, and analysts usually receive training and mentorship as part of their role.

What does a Private Wealth Management Analyst do?

A Private Wealth Management Analyst assists financial advisors and clients in managing and growing their wealth. They conduct research on investment opportunities, analyze financial data, prepare reports, and help develop personalized investment strategies. Their role often involves monitoring client portfolios, assessing risk, and ensuring that investment recommendations align with clients' financial goals. They also stay updated on market trends and regulatory changes to provide informed advice. Overall, they play a key role in supporting client relationships and delivering tailored financial solutions.

Can financial advisors make $500,000 a year?

Private Wealth Management Analysts and financial advisors can earn $500,000 or more annually, especially with high-net-worth clients, bonuses, and commissions. Achieving this level typically requires extensive experience, strong client relationships, and often professional certifications like the CFA or CFP, along with a focus on high-value portfolios.

How much does a private wealth management analyst make?

A private wealth management analyst at JP Morgan typically earns an annual base salary ranging from $70,000 to $100,000, with total compensation including bonuses often reaching $100,000 to $150,000 or more. Compensation varies based on experience, performance, and location, and analysts often receive additional benefits such as health insurance and professional development opportunities.

What do private wealth analysts do?

Private wealth management analysts assist high-net-worth clients by analyzing their financial situations, developing investment strategies, and monitoring portfolio performance. They often use financial modeling tools and require strong analytical skills, with certifications like the CFA being advantageous. Their work involves providing tailored financial advice to help clients achieve their wealth management goals.
What cities are hiring for Private Wealth Management Analyst jobs? Cities with the most Private Wealth Management Analyst job openings:
What states have the most Private Wealth Management Analyst jobs? States with the most job openings for Private Wealth Management Analyst jobs include:
Private Wealth Management Analyst jobs near you
Infographic showing various Private Wealth Management Analyst job openings in the United States as of July 2026, with employment types broken down into 1% Locum Tenens, 1% Internship, 86% Full Time, 6% Part Time, 1% Temporary, and 5% Contract. Highlights an 82% Physical, 5% Hybrid, and 13% Remote job distribution, with an average salary of $88,838 per year, or $42.7 per hour.
Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor - Houston

Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor - Houston

Goldman Sachs

Houston, TX • On-site

Other

Re-posted 5 days ago

Goldman Sachs rating

8.2

Company rating: 8.2 out of 10

Based on 26 frontline employees who took The Breakroom Quiz

44th of 149 rated banks

Job description

Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor 

Private Wealth Management (PWM)

Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.

As a Private Wealth Advisor, you will: 

  • Leverage your unique background and experiences to build a business within Goldman Sachs
  • Establish, nurture and grow client relationships by acting as a trusted advisor who delivers holistic private wealth management advice to help clients bring their wealth to its full potential 
  • Partner with internal and external subject matter experts to develop bespoke, tailored advice for clients 
  • Provide exceptional client service while maintaining the highest ethical standard in execution  
  • Curate a network of intermediaries to help best serve clients across complimentary services  
  • Provide unique access and exclusive investment opportunity to clients by leveraging the Goldman Sachs platform and network   

Required qualifications, skills and experience: 

  • Record of academic and professional achievement
  • Four plus years of private wealth management, financial services, or related professional experience 
    • Prior sales, fundraising, business development or investing experience preferred 
  • Series 7, 63 and 3 licenses (if unlicensed at time of hire, to be obtained within three months of starting at the firm) 
  • Demonstrated strong connectivity within an established network 
  • Entrepreneurial spirit coupled with a desire to work in a team-oriented environment
  • Exceptional client focus, business development, and relationship management skills 
  • Excellent analytical and interpersonal skills with the ability to build and foster a strong network of relationships
  • Creative approach to problem solving and developing innovative solutions for clients
  • Self-motivated and able to work in an autonomous, yet collaborative environment
  • Commitment to excellence and a high level of integrity

ABOUT GOLDMAN SACHS

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. 

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers. 

We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html

The Goldman Sachs Group, Inc., 2021. All rights reserved.

Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity

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About Goldman Sachs

Sourced by ZipRecruiter

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

New York, NY, US

Year founded

1869

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