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Wealth Analyst Jobs (NOW HIRING)

Ci

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 ...

Corient Services LLC

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 ...

Ci

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 ...

City National Bank

Private Wealth Analyst

Los Angeles, CA · On-site

$87K - $138K/yr

PRIVATE WEALTH ANALYST WHAT IS THE OPPORTUNITY? Supports Private Banking client teams in delivering investment analysis and financial planning materials for high-net-worth and ultra-high-net-worth ...

Ci

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 ...

Ci

Senior Wealth Analyst

Columbus, OH

$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 ...

Corient

Senior Wealth Analyst

Tulsa, OK · On-site

$74K - $92K/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 ...

Corient Services LLC

Senior Wealth Analyst

Westbrook, CT · On-site

$80K - $110K/yr

... 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 ...

Corient

$63K - $78K/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 ...

Corient

Senior Wealth Analyst

Chicago, IL · On-site

$75K - $100K/yr

## 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 ...

City National Bank

Private Wealth Analyst

Los Angeles, CA · On-site

$87K - $138K/yr

PRIVATE WEALTH ANALYST WHAT IS THE OPPORTUNITY? Supports Private Banking client teams in delivering investment analysis and financial planning materials for high-net-worth and ultra-high-net-worth ...

Ci

Senior Wealth Analyst

Sewickley, PA

$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 ...

Corient Services LLC

Senior Wealth Analyst

Broken Arrow, OK · On-site

$74K - $93K/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 ...

City National Bank

Private Wealth Analyst

Los Angeles, CA · On-site

$87K - $138K/yr

PRIVATE WEALTH ANALYST Supports Private Banking client teams in delivering investment analysis and financial planning materials for high-net-worth and ultra-high-net-worth individuals and families ...

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Wealth Analyst information

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$31K

$73.3K

$130K

How much do wealth analyst jobs pay per year?

As of Sep 11, 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.

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Wealth Analyst jobs near you
Infographic showing various Wealth Analyst job openings in the United States as of September 2026, with employment types broken down into 34% Full Time, 65% Part Time, and 1% Contract. Highlights an 95% Physical, 2% Hybrid, and 3% Remote job distribution, with an average salary of $73,261 per year, or $35.2 per hour.

Family Wealth Analyst

Conshohocken, PA • On-site

Pitcairn Trust Company, LLC
Finance and Insurance • 51 - 200 employees
Learn more about Pitcairn Trust Company, LLCexternal

Full-time

Re-posted yesterday

Job description

Pitcairn’s innovative Shared Single-Family Office ® model provides unparalleled service to wealthy families and other family offices. Since the firm’s founding in 1923, Pitcairn has helped ultra-high-net-worth families and its members navigate the individual, interpersonal, and institutional challenges that come with wealth. We understand multigenerational family wealth in a way that few other wealth advisory firms do. Our comprehensive family office services include investment advisory, tax, trust and estate planning, risk management, philanthropy, household-level financial services as well as family education and family governance support.

PRIMARY FUNCTION:  Participate as a member of a client segment group to support Relationship Managers in all aspects of the financial planning process for ultra-high net worth client families and single-family office clients. 

 RESPONSIBILITIES:

  • Assist Relationship Managers with comprehensive financial planning, including but not limited to:
  • 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.
  • Investments – Implement and monitor client’s asset allocation; perform trading and rebalancing analysis; initiate transactions for mutual funds, ETFs, and separately managed accounts, tax-loss harvesting and portfolio monitoring to meet cash needs. 
  • Tax – Coordinate the collection of income tax information, calculation and payment of taxes, and client requests for tax projections.
  • Insurance – Examination of insurance needs (life, property & casualty, long-term care, excess liability, etc.) and coordination of implementation with the Family Office Insurance Administrator.
  • Create reports and other client deliverables.  Collaborate with Relationship Managers to generate custom content to meet the needs of complex client families. 
  • Review client fee calculations for accuracy and obtain the necessary approvals for asset specific fee exceptions. 
  • Ensure annual compliance review requirements are met for all accounts.
  • Perform other duties as assigned for the efficient operation of the department. 

 EDUCATION/EXPERIENCE:   

Bachelor’s Degree in Accounting, Finance, Economics, or other Social Sciences field with a minimum of 2 years of experience in a client-focused professional services organization. Excellent computer skills (Microsoft Word, outlook, Excel, Power-Point) and familiarity with financial analysis applications.

CERTIFICATIONS:

N/A – Perfect opportunity for a candidate with the desire to obtain the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.

 DESIRABLE ATTRIBUTES:  

 Successful candidates will possess a broad range of skills including:

  • Strong interpersonal skills with excellent written and verbal communication.
  • Clear potential to develop business acumen, including strong quantitative/qualitative analytical skills.
  • Curiosity that lends itself to strategic thinking and creative problem solving. 
  • Self-motivated with a sense of curiosity, urgency, and accountability.
  • Ability to influence and establish credibility, trust, and confidence with a range of clients/colleagues.
  • Ability to work both as an individual and as a collaborative member of the team.