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Wealth Management Analyst Jobs in Georgia (NOW HIRING)

2T Consulting

Gather, analyze, and document business and functional requirements for Wealth Management applications. * Perform technical and functional analysis to support business initiatives and system ...

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Wealth Management Analyst information

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$22.6K

$58.2K

$108.2K

How much do wealth management analyst jobs pay per year?

As of Aug 25, 2026, the average yearly pay for wealth management analyst in Georgia is $58,200.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,568.00 and $75,860.00 per year, depending on experience, location, and employer.

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.

What are the key skills and qualifications needed to thrive as a wealth management analyst?

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.

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.

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.

How much do wealth management analysts make in the US?

Wealth management analysts in the US typically earn a median annual salary of around $70,000 to $90,000, with entry-level positions starting lower and experienced analysts earning higher salaries. Compensation can vary based on location, firm size, and individual experience, and may include bonuses and incentives. Strong analytical skills and certifications like the CFA can enhance earning potential.

What are the most commonly searched types of Wealth Management Analyst jobs in Georgia?

The most popular types of Wealth Management Analyst jobs in Georgia are:

What are popular job titles related to Wealth Management Analyst jobs in Georgia?

For Wealth Management Analyst jobs in Georgia, the most frequently searched job titles are:

What job categories do people searching Wealth Management Analyst jobs in Georgia look for?

The top searched job categories for Wealth Management Analyst jobs in Georgia are:

What cities in Georgia are hiring for Wealth Management Analyst jobs?

Cities in Georgia with the most Wealth Management Analyst job openings:

Wealth Management Analyst jobs near you
Infographic showing various Wealth Management Analyst job openings in Georgia as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 12% Part Time, and 2% Contract. Highlights an 82% Physical, 3% Hybrid, and 15% Remote job distribution, with an average salary of $58,200 per year, or $28 per hour.

Business Analyst - Wealth Management

2T Consulting

Suwanee, GA

Full-time

Posted 11 days ago

Job description

Responsibilities
  • Gather, analyze, and document business and functional requirements for Wealth Management applications.
  • Perform technical and functional analysis to support business initiatives and system enhancements.
  • Utilize AI-powered tools and intelligent agents to analyze code, automate tasks, and improve productivity.
  • Support Agentic AI initiatives, including intelligent task execution and document processing.
  • Create and maintain business requirements, functional specifications, process documentation, and user guides.
  • Coordinate and support User Acceptance Testing (UAT), including test planning, execution, defect tracking, and validation.
  • Collaborate with business stakeholders, development teams, QA, and project managers to deliver solutions aligned with business objectives.
  • Support enhancements and integrations across enterprise platforms, including CRM, workflow automation, and collaboration tools.
  • Analyze business processes and recommend improvements to optimize efficiency and user experience.
  • Facilitate communication between business and technical teams throughout the project lifecycle.
Required Qualifications
  • 8–10 years of Business Analysis experience within Wealth Management or Capital Markets.
  • Strong knowledge of Wealth Management business processes and financial services operations.
  • Experience performing business, technical, and functional analysis.
  • Hands-on experience using AI-powered tools or intelligent agents for code analysis, documentation, or productivity improvements.
  • Experience with Intelligent Document Processing (IDP) solutions.
  • Experience coordinating and supporting User Acceptance Testing (UAT).
  • Strong documentation, communication, and stakeholder management skills.
  • Excellent analytical, problem-solving, and organizational abilities.
Preferred Qualifications
  • Experience with Agentic AI or AI-assisted workflow automation.
  • Knowledge of Salesforce or CRM platforms.
  • Experience with workflow automation, alerts, and business process optimization.
  • Familiarity with enterprise collaboration and knowledge-sharing platforms.
  • Exposure to digital transformation initiatives within financial services.

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