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Wealth Analyst Jobs in Riverside, CA (NOW HIRING)

DataAnnotation

Treasury Analyst - AI Trainer

Irvine, CA · Remote

$50 - $100/hr

... Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of ... Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises ...

DataAnnotation

Treasury Analyst - AI Trainer

Menifee, CA · Remote

$50 - $100/hr

... Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of ... Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises ...

DataAnnotation

Treasury Analyst - AI Trainer

Ontario, CA · Remote

$50 - $100/hr

... Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of ... Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises ...

Stifel

Fund Banking Analyst

Irvine, CA · On-site

$70K/yr

We are a global wealth management and investment banking firm serious about innovation and fresh ... analysts, project managers, marketing specialists, developers, bankers, operations associates ...

Stifel

Fund Banking Analyst

Irvine, CA · On-site

$70K - $100K/yr

We are a global wealth management and investment banking firm serious about innovation and fresh ... analysts, project managers, marketing specialists, developers, bankers, operations associates ...

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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 Aug 21, 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 August 2026, with employment types broken down into 87% Full Time, 8% Part Time, and 5% Contract. Highlights an 84% Physical, 7% Hybrid, and 9% Remote job distribution, with an average salary of $76,431 per year, or $36.7 per hour.

Treasury Analyst - AI Trainer

DataAnnotation

Irvine, CA • Remote

$50 - $100/hr

Contractor

Re-posted 7 days ago

Job description

About the job:

DataAnnotation is committed to creating high-quality AI. Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an opportunity to work with us as an independent contractor.

We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making.

In this role, you might:

• Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets

• Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work

• Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t.

• Share clear, structured feedback to help make each new version of the AI smarter and more reliable.

To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning.

Advantages of contracting with us:

  • You'll be able to choose which projects you want to work on and when
  • You work on your own schedule, on your own computer, from the comfort of your own home
  • Projects are paid hourly starting at $50-$100+/hr, with bonus rates available on some projects

Responsibilities:

  • Give AI chatbots diverse and complex problems and evaluate their outputs
  • Evaluate the quality produced by AI models for correctness and performance

Qualifications:

  • Fluency in English
  • Detail-oriented
  • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management
  • A current, in progress, or completed Master's and/or PhD is preferred but not required

Note:

Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contractor position.

#finance

Working at DataAnnotation

Perks for workers

  • Work From Anywhere

  • Set Your Own Hours

  • Competitive Pay

  • Learn Valuable AI Skills

  • No Meetings. No Commute.

  • Work on Your Schedule

  • Make a Real-World Impact

What to expect from working at DataAnnotation

From DataAnnotation