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

As of Aug 17, 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 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, offering opportunities for client interaction, financial analysis, and investment strategy. The role often requires strong communication skills, certifications like the CFA, and the ability to work in a fast-paced environment, making it a competitive but rewarding career path for those interested in finance and client service.

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 August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $88,838 per year, or $42.7 per hour.

Asset & Wealth Management, Private Wealth Management, Business Development Professional, Associate,

Goldman Sachs, Inc.

Chicago, IL • On-site

Full-time

Re-posted 21 days ago

Goldman Sachs rating

8.3

Company rating: 8.3 out of 10

Based on 27 frontline employees who took The Breakroom Quiz

47th of 171 rated banks

Job description


Wealth Management
Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.
Private Wealth Management (PWM)
Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for 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.
Our Business Development Professionals (BDP) will provide analytical, investment, and client service support for existing clients while at the same time developing skills to participate in the team's new business generation under an apprenticeship model with current Private Wealth Advisors. The ongoing training and apprenticeship is designed to prepare our BDPs for a successful transition into our Private Wealth Advisor role.
HOW YOU WILL FULFILL YOUR POTENTIAL
  • Work closely with Private Wealth Advisors to support and implement wealth management strategies for PWM clients
  • Develop and prepare marketing presentations for prospective clients
  • Analyze investment portfolios for risk and return characteristics
  • Execute portfolio rebalancing and trades
  • Research internal and external investment vehicles for client asset allocation
  • Provide client service and team support
  • Source new prospective clients through cold outreach
  • Serve as team's client relationship management system expert
  • Participate in some of the team's prospective client meetings and follow up, as appropriate
  • Manage new business team meetings and associated action items
  • Relay GS Research and ISG market views to Private Wealth Advisors, clients and prospective clients
  • Liaise with various product groups within Investment Management to respond to client needs

QUALIFICATIONS
SKILLS & EXPERIENCE WE'RE LOOKING FOR
  • Bachelor's degree
  • Related financial services experience of 3-5 years
  • Interest in pursuing a career as a Private Wealth Advisor
  • Ability to work in a fast-paced environment and think clearly under pressure
  • Strong interest in the financial markets and good investment sense/commercial instinct
  • Ability to multi-task and work with a variety of partners across the firm
  • Entrepreneurial spirit coupled with a desire to work in a team-oriented environment
  • Excellent verbal and written communication skills
  • Strong interpersonal skills and ability to build and foster a strong network of relationships
  • Creative approach to problem solving
  • Strong project management and organizational skills
  • Series 3, 7, and 63 required at the time of employment or obtained within three months of employment); obtaining CFA Charter and/or CFP highly encouraged and will be sponsored in accordance with firm policy

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., 2023. 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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