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Wealth Analyst Jobs in Riverside, CA (NOW HIRING)

Pwc

Asset & Wealth Management Tax Manager

Irvine, CA · On-site

$99K - $266K/yr

Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level ... You will review and analyse financial data, prepare and file tax returns, and assist businesses in ...

UCI group

Temporary HR Personnel Analyst

Irvine, CA · On-site

$37.93/hr

Analyze complex employment, recruitment, advancement, compensation, leave, and separation matters ... Total Rewards In addition to the salary range listed below, we offer a wealth of benefits to make ...

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Showing results 41-60

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 14, 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 45% Full Time, 54% Part Time, and 1% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $76,431 per year, or $36.7 per hour.

Make Your Next Mission Real Estate - Build Wealth & Serve Families Locally

Claremont, CA • On-site

PLACE
See more jobs at PLACEexternal

$95K - $185K/yr

Contractor

Re-posted 20 days ago

Job description

Summary
Turn your passion for real estate into a rewarding career with Legacy Realty Partners!
Located in the heart of Claremont, our brokerage is dedicated to helping agents build lasting wealth while making a meaningful difference in the lives of local families. We foster a supportive, growth-oriented environment grounded in integrity, community engagement, and recognition of individual success.
If you're ready to elevate your real estate career, join our dynamic team and help shape the future of homeownership throughout our community.
Responsibilities
  • Assist clients in buying, selling, and renting residential properties within the local Claremont area.
  • Develop and maintain strong relationships with clients to understand their real estate needs and provide personalized service.
  • Conduct property showings, open houses, and market analysis to help clients make informed decisions.
  • Negotiate contracts and offers between buyers and sellers to achieve favorable terms for all parties.
  • Collaborate with mortgage lenders, home inspectors, and other real estate professionals to facilitate smooth transactions.
  • Stay up-to-date with local market trends, zoning laws, and real estate regulations to provide expert guidance.
  • Participate in community events and networking opportunities to build brand presence and generate leads.
Qualifications
  • Proven experience as a licensed real estate agent or broker
  • Strong knowledge of local real estate market trends in Claremont and surrounding areas
  • Excellent communication and interpersonal skills to build lasting client relationships
  • Demonstrated ability to negotiate and close deals effectively
  • Self-motivated with a strong work ethic and commitment to serving families
  • Proficient in real estate software and CRM tools
  • Ability to work independently and as part of a collaborative team
  • Valid real estate license in the state of California
  • Passion for helping clients build wealth through real estate investments
  • Reliable transportation and flexible schedule to accommodate client needs
About-our-team
At Legacy Realty Partners, we strive to provide the highest level of service to our clients. We do this through superior technology that maximizes the reach of our efforts, teamwork & supportive collaboration, deliberately-formed positive habits, and a culture of exceptional performance. We show up each day with a smile, and a positive attitude towards breaking previous records. Legacy Realty Partners's clients realize success because we invest in our people. When committed individuals have the education, tools, and the support they need to thrive, excellence is achieved. Join us and get ready to be the best version of yourself.

Apply