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Wealth Analyst Jobs (NOW HIRING)

... 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

Manhattan, NY · On-site

$66 - $106/hr

## Wealth AnalystApplylocations: US-NY-Midtown-101 Park Ave-3100time type: Full timeposted on: Posted Yesterdayjob requisition id: JR5992**Join a team that values your ambition and empowers your growth*

New

Senior 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

Tulsa, OK · On-site

$78K - $97K/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

Boston, MA · On-site

$80K - $110K/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

Sewickley, PA · On-site

$81K - $101K/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

Manhattan, NY · On-site

$66 - $106/hr

Basic understanding of wealth management concepts, financial planning and client relationship skills * Seeks to learn and develop skills * Supports advisors with client onboarding and reporting

New

Wealth Analyst - CFP

Chambersburg, PA · On-site

$55K - $65K/yr

The Wealth Analyst role consists of a two-year development program with primary responsibility in delivering investment management and financial planning services to our clients. This includes ...

Basic understanding of wealth management concepts, financial planning and client relationship skills * Seeks to learn and develop skills * Supports advisors with client onboarding and reporting

... wealth for future generations, and provide for the people, causes and communities they care about ... Research and Input data related to financial projections and investment analysis * Support client ...

Senior Wealth Analyst

Charlotte, NC · On-site

$83K - $104K/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 ...

New

Wealth Analyst - CFP

Mechanicsburg, PA · On-site

$55K - $65K/yr

The Wealth Analyst role consists of a two-year development program with primary responsibility in delivering investment management and financial planning services to our clients. This includes ...

Senior Wealth Analyst

Chicago, IL · On-site

$75 - $100/hr

## Senior Wealth AnalystApplylocations: US-IL-Chicago-10 SWacker-3100time type: Full timeposted on ... Collect and analyze client financial information to understand their goals, risk tolerance, and ...

New

Senior Wealth Analyst

Tulsa, OK · On-site

$78K - $97K/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

Westbrook, CT · On-site

$80 - $110/hr

... Wealth Advisors. * Complete financial plans, investment reports, tax and estate analysis as requested. * Spend the vast majority of time preparing for and in client meetings, documenting task items ...

New

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 ...

Showing results 21-40

Wealth Analyst information

See salary details

$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?

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.

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:

Infographic showing various Wealth Analyst job openings in the United States as of August 2026, with employment types broken down into 89% Full Time, 5% Part Time, and 6% Contract. Highlights an 80% Physical, 9% Hybrid, and 11% Remote job distribution, with an average salary of $73,261 per year, or $35.2 per hour.

$65K - $106K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 8 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.

Job Description

Responsibilities

  • Increasing level of financial planning and investment knowledge through practice and advancing responsibility of planning teams and 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 coordinating client service execution under the Associate Wealth Advisors and/or Wealth Advisor

  • Data and information gathering

  • Brings forth observations to Lead Advisors regarding clients

  • Limited oversight on simple projects and plans

  • Observing and learning complex planning

  • Attends networking events and begins to build relationships in the community and with COI peers

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

  • Financial planning and investment principles, including processes and procedures

  • Technology: Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning & Investment Software

  • Proficiency with back-office process and custodians

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.

Pay Information

This position isexemptand is paid according to the laws of the State of California.The pay range for this position is$65,800 - $106,000 peryear.We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.

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 the world's largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients. As the industry's only global professional services partnership, we combine the personal service and objectivity of a boutique with the scale and resources of a global institution. Our partnership model fosters collaboration over competition, bringing together the collective expertise of Corient to each relationship to deliver a transparent, client-first experience. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies.


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.