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Wealth Analyst Jobs in Riverside, CA (NOW HIRING)

Leah Yosef International, Inc.

Wealth Advisor

Irvine, CA · On-site

$300K/yr

... analysis, retirement planning and investment management. No portable book of business required ... Lead Wealth Advisor * The Firm has been growing consistently year over year with a fast paced ...

Accede LLC

Senior Financial Advisor

Santa Ana, CA · On-site

Strong analytical and problem-solving abilities * Ability to work collaboratively as part of a professional wealth management team * Ability and willingness to work in a hybrid environment in Irvine ...

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All JobsWealth Analyst JobsWealth Analyst Jobs in Riverside, CA

Wealth Analyst information

See Riverside, CA salary details

$32.3K

$76.4K

$135.6K

How much do wealth analyst jobs pay per year?

As of Sep 11, 2026, the average yearly pay for wealth analyst in Riverside, CA is $76,431.00, according to ZipRecruiter salary data. Most workers in this role earn between $54,800.00 and $90,800.00 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?

AspectWealth AnalystFinancial Advisor
CredentialsCertifications like CFA, CFP (optional)CFP, Series 7, 66/65
Work EnvironmentFinancial firms, investment banks, wealth management firmsIndependent practice, banks, advisory firms
Primary FocusAnalyzing investment portfolios, market research, financial modelingProviding personalized financial planning and investment advice
Client InteractionLimited, mainly internal analysisHigh, 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.

What are popular job titles related to Wealth Analyst jobs in Riverside, CA?

For Wealth Analyst jobs in Riverside, CA, the most frequently searched job titles are:

What job categories do people searching Wealth Analyst jobs in Riverside, CA look for?

The top searched job categories for Wealth Analyst jobs in Riverside, CA are:

Wealth Analyst jobs near you
Infographic showing various Wealth Analyst job openings in Riverside, CA as of September 2026, with employment types broken down into 41% Full Time, 58% Part Time, and 1% Contract. Highlights an 94% Physical, 3% Hybrid, and 3% Remote job distribution, with an average salary of $76,431 per year, or $36.7 per hour.

Wealth Advisor

Irvine, CA • On-site

Leah Yosef International, Inc.
Recruiting and Staffing Services • 11 - 50 employees
Learn more about Leah Yosef International, Inc.external

$300K/yr

Full-time

Retirement

Re-posted 26 days ago

Job description

Overview

Dynamic, fast growing 8B+ AUM Fee-Only RIA is seeking a Wealth Advisor to manage relationships with high net worth clientele including tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning and investment management.

No portable book of business required

Clear track toward granted equity

Highlights

  • Through extensive marketing and lead generation programs, the firm will spend ~$300,000 annually per new advisor to drive ~200 client meetings a year, with an average close rate of 30%
  • Onboard high net worth clientele through an extensive financial planning process and continue to serve as the Lead Wealth Advisor
  • The Firm has been growing consistently year over year with a fast paced, collegial culture, and extensive operational, investment, financial planning and relationship management support.
  • Compensation
    • $125,000-$150,000 base salary, moving to a revenue based compensation once base is exceeded
    • Perpetual revenue share on any existing clients in addition to the base salary (not required)
    • Clear and well-trodden path toward being granted equity within 2-3 years. W2, 401k match, excellent benefits.

Requirements

  • CFP, CPA, CFA or JD
  • 5+ years experience leading relationships with high net worth clientele
Leah Yosef International logo

About Leah Yosef International

Sourced by ZipRecruiter

Leah Yosef International, Inc. specializes in executive search for the RIA, High Net Worth Ultra High Net Worth, and Single and Multi Family Office arenas. We partner with growing and boutique firms and attract, secure and retain the highest performing talent in the industry through an efficient sourcing and on boarding process.

Industry

Recruiting and staffing services

Company size

11 - 50 Employees

Headquarters location

Long Beach, NY, US

Year founded

2017

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