Wealth Analyst
$65K - $106K/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 ...
$65K - $106K/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 ...
$65K - $106K/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 ...
Boston, MA · On-site
$77 - $124/hr
... 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 ...
Boston, MA · On-site
$77 - $124/hr
... 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 ...
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
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
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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
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
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 ...
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 ...
$65K - $106K/yr
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
$65K - $106K/yr
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
$60K - $74K/yr
... 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 ...
$60K - $74K/yr
... 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 ...
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
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
Conshohocken, PA · On-site
Financial - Prepare cash flow reports, balance sheets, and net worth statements; analyze the impact of various financial market return assumptions and spending rates on wealth projections.
Quick apply
Conshohocken, PA · On-site
Financial - Prepare cash flow reports, balance sheets, and net worth statements; analyze the impact of various financial market return assumptions and spending rates on wealth projections.
Conshohocken, PA · On-site
Financial - Prepare cash flow reports, balance sheets, and net worth statements; analyze the impact of various financial market return assumptions and spending rates on wealth projections.
Quick apply
Conshohocken, PA · On-site
Financial - Prepare cash flow reports, balance sheets, and net worth statements; analyze the impact of various financial market return assumptions and spending rates on wealth projections.
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 ...
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 ...
Baltimore, MD · On-site
Financial - Prepare cash flow reports, balance sheets, and net worth statements; analyze the impact of various financial market return assumptions and spending rates on wealth projections.
Quick apply
Baltimore, MD · On-site
Financial - Prepare cash flow reports, balance sheets, and net worth statements; analyze the impact of various financial market return assumptions and spending rates on wealth projections.
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
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
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 ...
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 ...
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
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
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 ...
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 ...
$31K - $40K
11% of jobs
$40K - $49K
9% of jobs
$52.1K is the 25th percentile. Wages below this are outliers.
$49K - $58K
15% of jobs
$58K - $67K
15% of jobs
The median wage is $67.3K / yr.
$67K - $76K
18% of jobs
$82.5K is the 75th percentile. Wages above this are outliers.
$76K - $85K
11% of jobs
$85K - $94K
7% of jobs
$94K - $103K
5% of jobs
$103K - $112K
4% of jobs
$112K - $121K
2% of jobs
$121K - $130K
3% of jobs
$31K
$73.3K
$130K
| Aspect | Wealth Analyst | Financial Advisor |
|---|---|---|
| Credentials | Certifications like CFA, CFP (optional) | CFP, Series 7, 66/65 |
| Work Environment | Financial firms, investment banks, wealth management firms | Independent practice, banks, advisory firms |
| Primary Focus | Analyzing investment portfolios, market research, financial modeling | Providing personalized financial planning and investment advice |
| Client Interaction | Limited, mainly internal analysis | High, 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.
Cities with the most Wealth Analyst job openings:
States with the most job openings for Wealth Analyst jobs include:
The top searched job categories for Wealth Analyst jobs are:

$65K - $106K/yr
Full-time
Medical, Dental, Vision, Life, Retirement
Posted 8 days ago
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.
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
U.S. Eligibility Requirements
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:
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.