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Private Wealth Management Analyst Jobs in Indiana

FIRST MERCHANTS

Wealth Advisor III

Indianapolis, IN · On-site

Develop new business in the assigned region(s) and support other Private Wealth relationships in that region. * Manage new business pipeline in order to surpass business development goals. This ...

Deloitte

Tax Senior - Private Wealth

Indianapolis, IN

$77K - $96K/yr

If so, Deloitte's growing Private Wealth practice may be the right fit for you. Recruiting for this ... Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment * Strong ...

Deloitte

Tax Manager - Private Wealth

Indianapolis, IN

$106K - $139K/yr

... management activities. You'll also begin building marketplace eminence through pursuits and other ... If so, Deloitte's growing Private Wealth practice may be the right fit for you. Recruiting for this ...

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All JobsPrivate Wealth Management Analyst JobsPrivate Wealth Management Analyst Jobs in Indiana

Private Wealth Management Analyst information

See Indiana salary details

$17

$40

$68

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

As of Aug 30, 2026, the average hourly pay for private wealth management analyst in Indiana is $40.64, according to ZipRecruiter salary data. Most workers in this role earn between $30.43 and $47.36 per hour, depending on experience, location, and employer.

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.

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 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.

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.

Is private wealth management a good career?

Private wealth management analysts help high-net-worth clients manage their assets, requiring strong financial analysis, client communication, and regulatory knowledge. The field offers opportunities for high earning potential, career advancement, and specialization, but also involves long hours and high-pressure situations. Success often depends on certifications like the CFA and building a strong client network.
Private Wealth Management Analyst jobs near you
Infographic showing various Private Wealth Management Analyst job openings in Indiana as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 81% Physical, 4% Hybrid, and 15% Remote job distribution, with an average salary of $84,535 per year, or $40.6 per hour.

Private Wealth Management Wealth Advisor

Indianapolis, IN • On-site

Regions Financial Corporation
Finance and Insurance • 10K+ employees

8.2

Company rating: 8.2 out of 10

Based on 162 frontline employees who took The Breakroom Quiz

52nd of 173 rated banks

People enjoy working here

Good employer

Recommended by students

Learn more about Regions Financial Corporationexternal

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 3 days ago

Job description

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
Job Description:
At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust, Estate, Individual Retirement Account (IRA) and Investment Management client relationships. This role is responsible for prospecting, developing internal and external business networks for the purposes of generating new business opportunities, and participating in sales presentations. In addition to client acquisition, this role is responsible for retaining and providing advisory services and support to existing client relationships. This role is also responsible for the complete administration of each account assigned.
Primary Responsibilities
  • Performs perpetual discovery, assessing a client's financial situation to retain & grow the client relationship
  • Provides guidance and solutions for the development and on-going maintenance of complex investment allocations, goals, and objectives; typically manages large and/or complex client relationships
  • Generates large new business opportunities on a consistent basis
  • Keeps abreast of trends and developments in the trust and investment management industry to ensure prudent administration and investment management
  • Partners with the Trust Administrator to oversee the set-up, implementation and administration of trusts, estates, IRAs, Investment Management Accounts (IMAs), and custody accounts
  • Ensures that account administration complies with fiduciary principles
  • Coordinates client service activities with other wealth management partners
  • Mentors and coaches junior trust advisors

This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
This position is incentive eligible.
Requirements
  • Bachelor's degree in Business, Finance, Economics, Accounting or a related field
  • Eight (8) years of Trust Administration, Estate/Tax Law, Financial Planning, or relevant experience including direct client interaction to deliver fiduciary services (financial, tax, philanthropic and estate planning and advice, legal, insurance, real estate, asset management, trusts, estates, wills, IRAs, qualified retirement plans, or custody services)
  • Strong knowledge of trust principles and regulatory and tax matters relating to the administration of trust accounts
  • Demonstrated knowledge of fiduciary products and services, including legal, tax and regulatory requirements applicable to fiduciary relationships and the administration of trust accounts

Preferences
  • Advanced degree (e.g., Juris Doctorate (JD), Master of Laws (LLM), Certified Public Accountant (CPA), Master of Business Administration (MBA) or Master of Taxation)
  • Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA) or Certified Wealth Strategist (CWS)

Skills and Competencies
  • Ability to interpret and present complex topics in a concise and effective manner
  • Ability to manage multiple goals and deadlines simultaneously
  • Advanced analytical and problem-solving skills, including attention to detail
  • Demonstrated confidence in delivering and explaining solutions with a high degree of influence
  • Excellent presentation and sales abilities
  • Excellent verbal and written communication skills
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
  • Strong organizational skills

Position Type
Full time
Compensation Details
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
Job Range Target:
Minimum:
Median:
Incentive Pay Plans:
This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.Opportunity to participate in the Long Term Incentive Plan.
Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
  • Paid Vacation/Sick Time
  • 401K with Company Match
  • Medical, Dental and Vision Benefits
  • Disability Benefits
  • Health Savings Account
  • Flexible Spending Account
  • Life Insurance
  • Parental Leave
  • Employee Assistance Program
  • Associate Volunteer Program

Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
https://www.regions.com/about-regions/welcome-portal/benefits
Location Details
One Indiana Square
Location:
Indianapolis, Indiana
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

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