Wealth Analyst
Wayne, PA · On-site
Wealth Analysts are members of wealth management teams that advise high-net worth clients in all areas of their financial lives. Wealth Analysts play a key role in providing exceptional service that ...
Wealth Analyst
Wayne, PA · On-site
Wealth Analysts are members of wealth management teams that advise high-net worth clients in all areas of their financial lives. Wealth Analysts play a key role in providing exceptional service that ...
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
Columbus, OH · On-site
$65K - $72K/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
Columbus, OH · On-site
$65K - $72K/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
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
Chicago, IL · On-site
$75 - $100/hr
## 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
$75 - $100/hr
## 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
$90K - $120K/yr
As a key member of the Client Services team, the Wealth Analyst will provide knowledge and support for clients and internal teams in a variety of financial planning and wealth management functions.
Wealth Analyst
$90K - $120K/yr
As a key member of the Client Services team, the Wealth Analyst will provide knowledge and support for clients and internal teams in a variety of financial planning and wealth management functions.
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
... 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
$90K - $120K/yr
As a key member of the Client Services team, the Wealth Analyst will provide knowledge and support for clients and internal teams in a variety of financial planning and wealth management functions.
Wealth Analyst
$90K - $120K/yr
As a key member of the Client Services team, the Wealth Analyst will provide knowledge and support for clients and internal teams in a variety of financial planning and wealth management functions.
Wealth Analyst
San Francisco, CA · On-site
$90K - $120K/yr
As a key member of the Client Services team, the Wealth Analyst will provide knowledge and support for clients and internal teams in a variety of financial planning and wealth management functions.
Wealth Analyst
San Francisco, CA · On-site
$90K - $120K/yr
As a key member of the Client Services team, the Wealth Analyst will provide knowledge and support for clients and internal teams in a variety of financial planning and wealth management functions.
Wealth Analyst
San Francisco, CA · On-site +1
$90K - $120K/yr
As a key member of the Client Services team, the Wealth Analyst will provide knowledge and support for clients and internal teams in a variety of financial planning and wealth management functions.
Wealth Analyst
San Francisco, CA · On-site +1
$90K - $120K/yr
As a key member of the Client Services team, the Wealth Analyst will provide knowledge and support for clients and internal teams in a variety of financial planning and wealth management functions.
Wealth Analyst
Wayne, PA · On-site
Wealth Analysts are members of wealth management teams that advise high-net worth clients in all areas of their financial lives. Wealth Analysts play a key role in providing exceptional service that ...
Wealth Analyst
Wayne, PA · On-site
Wealth Analysts are members of wealth management teams that advise high-net worth clients in all areas of their financial lives. Wealth Analysts play a key role in providing exceptional service that ...
Wealth Analyst
Columbus, OH · On-site
$65K - $72K/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
Columbus, OH · On-site
$65K - $72K/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 ...
$66 - $106/hr
... 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 ...
New
$66 - $106/hr
... 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 ...
New
Wealth Analyst
Chicago, IL · On-site
$75 - $100/hr
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 ...
New
Wealth Analyst
Chicago, IL · On-site
$75 - $100/hr
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 ...
New
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 ...
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 ...
Wealth Analyst
Menlo Park, CA · On-site
$66 - $106/hr
... 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 ...
New
Wealth Analyst
Menlo Park, CA · On-site
$66 - $106/hr
... 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 ...
New
Wealth Analyst
$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
$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
$66 - $106/hr
... 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 ...
New
Wealth Analyst
Menlo Park, CA · On-site
$66 - $106/hr
... 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 ...
New
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 Aug 20, 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 job categories do people searching Wealth Analyst jobs look for?
The top searched job categories for Wealth Analyst jobs are:
Full-time
Medical, Dental, Vision, Life, Retirement
Re-posted 22 days ago
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.
Overview:
Wealth Analysts are members of wealth management teams that advise high-net worth clients in all areas of their financial lives. Wealth Analysts play a key role in providing exceptional service that requires good communication, collaboration, strong execution and follow-up skills.
Responsibilities
Qualifications & Requirements
Competencies
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.
Physical Requirements
U.S. Eligibility Requirements
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:
Corient is one of the fastest-growing wealth management platforms in the United States. We have over 40 offices located across the country that serve more than 15,000 clients and manage over $220 billion in client assets. We combine a boutique's personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.
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.
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.
Overview:
Wealth Analysts are members of wealth management teams that advise high-net worth clients in all areas of their financial lives. Wealth Analysts play a key role in providing exceptional service that requires good communication, collaboration, strong execution and follow-up skills.
Responsibilities
- Research and Input data related to financial projections and investment analysis
- Support client service teams to ensure client experience exceeds expectations
- Work to develop the essential communication, technical and social skills to support the client relationships
- Work under close supervision and guidance with narrowly defined limits of authority
- Attend networking events and begins to build relationships in the community
- Seek to learn and develop skills
- Follow through on requests and communicate delays
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
- Accessibility
- Communication
- Coordination
- Follow Through
- Proactive
- Service
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.
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 one of the fastest-growing wealth management platforms in the United States. We have over 40 offices located across the country that serve more than 15,000 clients and manage over $220 billion in client assets. We combine a boutique's personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.
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.