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Wealth Analyst Jobs in Riverside, CA (NOW HIRING)

US Bank

PWM Private Wealth Advisor

Rancho Cucamonga, CA · On-site

$149K - $175K/yr

Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and ... Well-developed analytical and problem-solving skills - Excellent writing, speaking, and ...

Trilogy Financial

Wealth Management Assistant

Corona, CA · On-site

$27/hr

Description The Wealth Management Assistant (WMA) position is the first step to becoming a licensed ... Strong analytical and problem-solving skills. * High degree of integrity with the ability to ...

Cima Investment Group

Private Equity Analyst

Irvine, CA · On-site

$60K - $100K/yr

The Analyst will develop deep fluency in fund dynamics, CRE investing, and senior housing ... Cima rewards ambitious candidates focused on building long-term wealth in real assets. Requirements

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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 13, 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.

U.S. Private Bank - AWM Program Analyst

Irvine, CA • On-site

JP Morgan Chase
Finance and Insurance • 10K+ employees
Learn more about JP Morgan Chaseexternal

Full-time

Medical, Retirement

Re-posted 3 days ago

JPMorgan Chase & Co. rating

7.9

Company rating: 7.9 out of 10

Based on 500 frontline employees who took The Breakroom Quiz

Job description

Job Responsibilities

  • Help devise customized financial strategies for existing and prospective clients 
  • Prepare pitch books and meeting materials
  • Collaborate with integrated team members to analyze balance sheets and understand a clients' investment objectives to produce customized recommendations that consider appropriate risk/return objectives
  • Become an expert in a range of proprietary models to provide recommendations on tailored solutions
  • Conduct research and analysis; assist with product development and prospecting efforts
  • Research client inquiries and manage follow up communication and materials
  • Work directly with clients as you continue to progress in your role

Required Qualifications, Capabilities, and Skills

  • Bachelor's degree with a minimum overall GPA of 3.2 
  • No more than two years of work experience following completion of undergraduate program
  • Demonstrated aptitude for sales and client relationship management

Preferred Qualifications, Capabilities, and Skills

  • Superior multi-tasking and organizational skills 
  • Excellent communication skills and poise giving presentations
  • Genuine interest in financial markets and macro-level economic trends
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

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