Wealth Analyst
Scottsdale, AZ · On-site
We are seeking a driven, detail-oriented Wealth Analyst to join our Scottsdale, AZ office as part of a structured development path toward a full Wealth Advisor role. This position pairs hands-on ...
Wealth Analyst
Scottsdale, AZ · On-site
We are seeking a driven, detail-oriented Wealth Analyst to join our Scottsdale, AZ office as part of a structured development path toward a full Wealth Advisor role. This position pairs hands-on ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 Client Services team, the Wealth Analyst will provide knowledge and support for clients and internal ...
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 Client Services team, the Wealth Analyst will provide knowledge and support for clients and internal ...
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 ...
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 ...
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 ...
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 ...
Wealth Analyst
Morristown, NJ · On-site
$63K - $77K/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 ...
Wealth Analyst
Morristown, NJ · On-site
$63K - $77K/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 ...
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 ...
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 ...
Wealth Analyst
Morristown, NJ · On-site
$63K - $77K/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 ...
Wealth Analyst
Morristown, NJ · On-site
$63K - $77K/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 ...
Senior Wealth Analyst
Columbus, OH · On-site
$82K - $102K/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 ...
Senior Wealth Analyst
Columbus, OH · On-site
$82K - $102K/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 ...
$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 ...
$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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
Wealth Analyst
Chicago, IL · On-site
$75K - $100K/yr
Job Overview Corient is seeking a Financial Planning Analyst to support high‑ and ... Input data and prepare financial plans and preliminary recommendations for Wealth Strategist or ...
Wealth Analyst
Chicago, IL · On-site
$75K - $100K/yr
Job Overview Corient is seeking a Financial Planning Analyst to support high‑ and ... Input data and prepare financial plans and preliminary recommendations for Wealth Strategist or ...
Wealth Analyst
Morristown, NJ · On-site
$63K - $77K/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 ...
Wealth Analyst
Morristown, NJ · On-site
$63K - $77K/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 ...
WI · 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 ...
WI · 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 ...
Wealth Manager We are seeking a full-time Wealth Analyst to join our team. As a key member of the Client Services team, the Wealth Analyst will provide knowledge and support for clients and internal ...
Wealth Manager We are seeking a full-time Wealth Analyst to join our team. As a key member of the Client Services team, the Wealth Analyst will provide knowledge and support for clients and internal ...
Wealth Analyst information
See salary details
$31K - $40K
11% of jobs
$40K - $49K
9% of jobs
$52.1K is the 25th percentile. Wages below this are outliers.
$49K - $58K
15% of jobs
$58K - $67K
15% of jobs
The median wage is $67.3K / yr.
$67K - $76K
18% of jobs
$82.5K is the 75th percentile. Wages above this are outliers.
$76K - $85K
11% of jobs
$85K - $94K
7% of jobs
$94K - $103K
5% of jobs
$103K - $112K
4% of jobs
$112K - $121K
2% of jobs
$121K - $130K
3% of jobs
$31K
$73.3K
$130K
How much do wealth analyst jobs pay per year?
As of Sep 10, 2026, the average yearly pay for wealth analyst in the United States is $73,261.00, according to ZipRecruiter salary data. Most workers in this role earn between $52,500.00 and $87,000.00 per year, depending on experience, location, and employer.
What is a wealth analyst?
A Wealth Analyst is a financial professional who assists clients with managing, growing, and protecting their wealth. They analyze financial data, assess investment opportunities, and create tailored strategies to help clients meet their financial goals. Wealth Analysts often work with high-net-worth individuals or families, providing advice on investments, estate planning, tax strategies, and risk management. Their role may also involve monitoring market trends and regularly reviewing client portfolios to ensure optimal performance.
How does a wealth analyst typically collaborate with financial advisors and clients?
Wealth Analysts play a crucial support role by working closely with financial advisors to gather and analyze clients’ financial data, prepare tailored reports, and recommend suitable investment strategies. They often participate in client meetings to present findings and address questions, ensuring advisors have accurate insights for client discussions. This collaborative environment helps Wealth Analysts develop strong communication and analytical skills, while also providing valuable exposure to complex wealth management cases, which can pave the way for career advancement within the firm.
What are the key skills and qualifications needed to thrive as a wealth analyst, and why are they important?
To thrive as a Wealth Analyst, you need strong analytical skills, financial modeling expertise, and a degree in finance, accounting, or a related field. Familiarity with portfolio management software, Bloomberg Terminal, and relevant certifications such as CFA or CFP is highly valued. Exceptional communication, attention to detail, and client relationship management are standout soft skills. These competencies are crucial for accurately advising clients, optimizing investment strategies, and building trust in a competitive financial environment.
What is the difference between Wealth Analyst vs Financial Advisor?
| Aspect | Wealth Analyst | Financial Advisor |
|---|---|---|
| Credentials | Certifications like CFA, CFP (optional) | CFP, Series 7, 66/65 |
| Work Environment | Financial firms, investment banks, wealth management firms | Independent practice, banks, advisory firms |
| Primary Focus | Analyzing investment portfolios, market research, financial modeling | Providing personalized financial planning and investment advice |
| Client Interaction | Limited, mainly internal analysis | High, direct client engagement |
While both roles involve finance and investments, Wealth Analysts focus on analyzing portfolios and market data, whereas Financial Advisors provide personalized financial planning and client advice. The roles often overlap in industry and credentials but differ in client interaction and daily tasks.
More about Wealth Analyst jobs
What cities are hiring for Wealth Analyst jobs?
Cities with the most Wealth Analyst job openings:
What states have the most Wealth Analyst jobs?
States with the most job openings for Wealth Analyst jobs include:
What are popular job titles related to Wealth Analyst jobs?
For Wealth Analyst jobs, the most frequently searched job titles are:
Wealth Analyst
Scottsdale, AZ • On-site
Crewe Advisors
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Re-posted 23 days ago
Job description
Who We Are:
Crewe Advisors is a comprehensive wealth advisory firm founded to serve the needs of high net worth and ultra-high net worth families, business owners, and corporate executives. Our team of seasoned professionals work to achieve our clients' long-term objectives by addressing all aspects of our clients' financial affairs including investment management, estate planning, tax planning, wealth transfers, business sale, and succession planning.
About the Role:
We are seeking a driven, detail-oriented Wealth Analyst to join our Scottsdale, AZ office as part of a structured development path toward a full Wealth Advisor role. This position pairs hands-on mentorship from a senior Wealth Advisor with real exposure to financial planning, portfolio strategy, and client relationship management.
Over time, you'll grow from assisting with client materials and analysis into taking a more direct role in client meetings, financial plan development, and relationship management, always under the guidance and supervision of your mentoring advisor and in accordance with firm and regulatory requirements.
Hours:
This role is on site in our Scottsdale, AZ office. Our standard office hours are below. There is a possibility of other required hours based on flexing business needs.
Monday - Thursday: 8am-5pm
Friday: 8am-2pm
Responsibilities:
- Draft, run, and review financial statements and models, including: balance sheets, holdings/allocation reports, performance reports, portfolio proposals, presentations, and other custom materials for client review and meetings.
- Support advisors through client analysis, meeting preparation, client communications, and follow-up action items.
- Work with our Wealth Planning and Investment Teams to coordinate and complete financial analysis and wealth planning work, including: cash flow modeling, retirement projections, and scenario analysis.
- Coordinate wealth planning, tax planning, and alternative investment documentation with a high level of accuracy.
- Maintain and oversee client information across firm relationship management systems.
- Work closely with custodian partners and internal departments.
- Provide white-glove customer service to clients.
- Understand and strictly adhere to all compliance/risk procedures and follow corporate and industry protocols necessary for clients.
- Serve as backup to complete administrative functions related to client accounts, such astasks and paperwork for processes including money movements, client onboarding, private fund entry, and account management.
- Upholding our fiduciary duty to act in the best interest of each client as you complete your work.
Preferred Qualifications:
- 1-3 years of professional experience in a client support, wealth analyst, or advisory role at an RIA firm or similar financial services setting, or strong relevant internship experience
- Series 65 license (or equivalent), or willingness to obtain upon employment
- Experience with planning software such as eMoney, MoneyGuide Pro, etc.
- Experience with CRM software
- Familiarity with Charles Schwab and/or Fidelity (Wealthscape) advisor portals.
- Excellent client service and professional communication skills.
Benefits:
We offer competitive pay and a fantastic opportunity for learning and growth. Full-time employees receive medical, dental, and vision coverage, with a generous contribution toward medical costs. Basic life and AD&D insurance are provided by Crewe Advisors. We also offer a 401(k) plan with company match after 6 months of employment. Enjoy flexible paid time off and 10 paid holidays!