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Wealth Management Analyst Jobs (NOW HIRING)

AppleOne

Wealth Management Analyst

Tucson, AZ · On-site

$90K/yr

... wealth management, investment management, trading, investment operations, or financial advisory support -Strong analytical, quantitative, and problem-solving skills -Advanced Microsoft Excel ...

Morgan Stanley

Wealth Management Analyst

Palo Alto, CA · On-site

$68K - $120K/yr

Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As a key member of the service ...

Morgan Stanley

Wealth Management Analyst

Palo Alto, CA

$68K - $120K/yr

Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As a key member of the service ...

US Bank

Private Wealth Management Analyst

Cincinnati, OH · Hybrid

$75K - $89K/yr

Private Wealth Management (PWM) Analyst Advisors have shared responsibility for soliciting, developing, managing, and retaining client relationships for PWM. Position is focused on honing the ...

Hills Bank

Wealth Management Associate

Marion, IA · On-site

The Wealth Management Officer career track may start at the Wealth Management Analyst or Wealth Management Associate roles. These roles focus on the fundamentals of financial planning and account ...

Hills Bank

Wealth Management Associate

Marion, IA · On-site

The Wealth Management Officer career track may start at the Wealth Management Analyst or Wealth Management Associate roles. These roles focus on the fundamentals of financial planning and account ...

Hills Bank

Wealth Management Associate

Marion, IA · On-site

$14.50 - $20/hr

The Wealth Management Officer career track may start at the Wealth Management Analyst or Wealth Management Associate roles. These roles focus on the fundamentals of financial planning and account ...

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All JobsWealth Management Analyst Jobs

Wealth Management Analyst information

See salary details

$29K

$74.8K

$139K

How much do wealth management analyst jobs pay per year?

As of Jul 13, 2026, the average yearly pay for wealth management analyst in the United States is $74,801.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,000.00 and $97,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Wealth Management Analyst, and why are they important?

To thrive as a Wealth Management Analyst, you need strong analytical skills, financial modeling expertise, and a degree in finance, economics, or a related field. Familiarity with portfolio management software, Bloomberg Terminal, and certifications like the CFA or CFP are highly valued. Attention to detail, client communication, and problem-solving abilities make someone excel in this role. These skills ensure accurate financial analysis, effective client relations, and the ability to develop tailored investment strategies.

What is the difference between Wealth Management Analyst vs Financial Advisor?

AspectWealth Management AnalystFinancial Advisor
CredentialsBachelor's degree, certifications like CFA or CFP often preferredBachelor's degree, CFP certification common
Work EnvironmentFinancial firms, investment banks, wealth management firmsIndependent practice, banks, or financial planning firms
Employer & IndustryFinancial services, investment managementFinancial services, wealth management, banking
Primary FocusAnalyzing investments, supporting portfolio strategiesAdvising clients on financial plans and investments

The main difference is that Wealth Management Analysts focus on analyzing investments and supporting portfolio strategies within financial firms, while Financial Advisors primarily work directly with clients to develop personalized financial plans. Both roles require similar credentials and often operate within the same industry, but their day-to-day responsibilities differ.

What does a Wealth Management Analyst do?

A Wealth Management Analyst supports financial advisors and clients by conducting research, analyzing investment portfolios, tracking market trends, and preparing financial reports. They help develop strategies to grow and protect clients' assets, ensuring that investment recommendations align with clients' goals and risk profiles. Wealth Management Analysts also assist with client presentations and administrative tasks, making them vital to delivering comprehensive financial services.

How does a Wealth Management Analyst typically collaborate with financial advisors and clients?

Wealth Management Analysts play a crucial support role by working closely with financial advisors to analyze client portfolios, prepare investment proposals, and conduct market research. They often participate in client meetings, gathering and organizing financial data to help advisors provide tailored recommendations. This collaboration ensures clients receive comprehensive, data-driven solutions and allows analysts to develop strong communication and presentation skills, which are essential for career advancement in wealth management.
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Wealth Management Analyst jobs near you
Infographic showing various Wealth Management Analyst job openings in the United States as of July 2026, with employment types broken down into 1% Locum Tenens, 1% Internship, 86% Full Time, 6% Part Time, 1% Temporary, and 5% Contract. Highlights an 82% Physical, 5% Hybrid, and 13% Remote job distribution, with an average salary of $74,801 per year, or $36 per hour.
Wealth Management Analyst

Wealth Management Analyst

Rockefeller Capital Management

Los Angeles, CA • On-site

$75K - $110K/yr

Full-time

Medical, Retirement, PTO

Posted 7 days ago

Job description

About Rockefeller Capital Management
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. The Firm oversees $221 billion in client assets as of May 31, 2026.
Position
A Private Advisor team within our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Private Wealth Analyst. The Private Wealth Analyst will work with our Private Advisor team members and will interact directly with high-net-worth clients. The ideal candidate will be ultra-focused on client excellence, is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and problem-solving skills, and is driven to develop and grow in their role.
Responsibilities
  • Collect financial data and documents from clients to build detailed client profiles
  • Provide top quality service to clients and complete administration of client accounts
  • Handle operational aspects of client accounts including reporting on account holdings and performance reporting, and entering trade instructions
  • Assist in preparation of key documents, financial plans, and reports for client meetings
  • Review and research market news, client portfolios, and product implementation ideas
  • Liaise with client's third-party service providers (CPA, attorney, insurance agent, etc.)

Qualifications
  • Bachelor's Degree required
  • 2-5 years of relevant experience
  • SIE, Series 7 and Series 66 (or 63/65) strongly preferred
  • CFP designation or progress toward CFP preferred

Skills
  • Excellent client facing, interpersonal, organizational, technical, and client service skills
  • Detail-oriented with ability to prioritize and organize workflow
  • Ability to work in a fast-paced, high intensity work environment as well as manage multiple tasks effectively with frequent interruptions
  • High level of integrity, professionalism, and ability to handle sensitive information with confidentiality and discretion
  • Strong Microsoft Office skills including Excel & PowerPoint
  • Experience with financial planning software such as eMoney, MoneyGuidePro, and Financial Profiles

Compensation Range
The anticipated base salary range for this role is $75,000 to $110,000. Base salary for the role will depend on several factors, including a candidate's qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for other variable compensation programs. Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more. Visit careers.rockco.com to learn more about additional opportunities and benefits offerings.
Disclosure
Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, "Rockefeller") is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law ("protected characteristics").
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.

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